Relyea Zuckerberg Hanson’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.91M | Sell |
6,133
-374
| -6% | -$119K | 0.19% | 73 |
|
|
2025
Q4 | $1.99M | Buy |
6,507
+67
| +1% | +$20.5K | 0.2% | 75 |
|
|
2025
Q3 | $1.96M | Buy |
6,440
+273
| +4% | +$83.1K | 0.21% | 73 |
|
|
2025
Q2 | $1.8M | Sell |
6,167
-25
| -0.4% | -$7.71K | 0.21% | 70 |
|
|
2025
Q1 | $1.93M | Buy |
6,192
+104
| +2% | +$31.1K | 0.26% | 60 |
|
|
2024
Q4 | $1.76M | Buy |
6,088
+505
| +9% | +$151K | 0.24% | 64 |
|
|
2024
Q3 | $1.7M | Sell |
5,583
-39
| -0.7% | -$10.7K | 0.26% | 58 |
|
|
2024
Q2 | $1.43M | Sell |
5,622
-34
| -0.6% | -$9.02K | 0.24% | 60 |
|
|
2024
Q1 | $1.59M | Buy |
5,656
+54
| +1% | +$15.7K | 0.28% | 50 |
|
|
2023
Q4 | $1.66M | Buy |
5,602
+1,645
| +42% | +$448K | 0.32% | 43 |
|
|
2023
Q3 | $1.04M | Sell |
3,957
-56
| -1% | -$16K | 0.24% | 62 |
|
|
2023
Q2 | $1.2M | Buy |
4,013
+525
| +15% | +$153K | 0.27% | 54 |
|
|
2023
Q1 | $975K | Buy |
3,488
+165
| +5% | +$44.2K | 0.24% | 64 |
|
|
2022
Q4 | $876K | Buy |
3,323
+257
| +8% | +$67.8K | 0.25% | 60 |
|
|
2022
Q3 | $708K | Buy |
3,066
+113
| +4% | +$28.9K | 0.26% | 61 |
|
|
2022
Q2 | $729K | Buy |
2,953
+111
| +4% | +$27.3K | 0.27% | 59 |
|
|
2022
Q1 | $714K | Buy |
2,842
+57
| +2% | +$14.2K | 0.23% | 67 |
|
|
2021
Q4 | $709K | Buy |
2,785
+1,149
| +70% | +$290K | 0.26% | 68 |
|
|
2021
Q3 | $394K | Buy |
1,636
+77
| +5% | +$18.4K | 0.15% | 96 |
|
|
2021
Q2 | $360K | Buy |
1,559
+99
| +7% | +$23K | 0.15% | 93 |
|
|
2021
Q1 | $343K | Buy |
1,460
+71
| +5% | +$15.2K | 0.15% | 87 |
|
|
2020
Q4 | $298K | Sell |
1,389
-57
| -4% | -$12.4K | 0.16% | 93 |
|
|
2020
Q3 | $332K | Buy |
1,446
+7
| +0.5% | +$1.44K | 0.21% | 79 |
|
|
2020
Q2 | $265K | Sell |
1,439
-39
| -3% | -$7.15K | 0.21% | 94 |
|
|
2020
Q1 | $244K | Buy |
1,478
+39
| +3% | +$7.68K | 0.27% | 88 |
|
|
2019
Q4 | $284K | Buy |
+1,439
| New | +$285K | 0.27% | 86 |
|
Other funds holding MCD
VCM
VPM
DAM