Roble Belko & Company’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 | $98K | Sell |
314
-268
| -46% | -$85.4K | 0.01% | 168 |
|
|
2025
Q4 | $178K | Buy |
582
+268
| +85% | +$82.1K | 0.02% | 132 |
|
|
2025
Q3 | $95K | Buy |
314
+14
| +5% | +$4.26K | 0.01% | 146 |
|
|
2025
Q2 | $88K | Hold |
300
| – | – | 0.01% | 147 |
|
|
2025
Q1 | $94K | Hold |
300
| – | – | 0.02% | 140 |
|
|
2024
Q4 | $87K | Buy |
+300
| New | +$89.5K | 0.01% | 143 |
|
|
2023
Q2 | – | Sell |
-1,815
| Closed | -$508K | – | 313 |
|
|
2023
Q1 | $508K | Sell |
1,815
-1,816
| -50% | -$487K | 0.1% | 61 |
|
|
2022
Q4 | $957K | Hold |
3,631
| – | – | 0.2% | 51 |
|
|
2022
Q3 | $838K | Hold |
3,631
| – | – | 0.2% | 47 |
|
|
2022
Q2 | $896K | Hold |
3,631
| – | – | 0.2% | 49 |
|
|
2022
Q1 | $898K | Hold |
3,631
| – | – | 0.17% | 49 |
|
|
2021
Q4 | $973K | Hold |
3,631
| – | – | 0.18% | 44 |
|
|
2021
Q3 | $876K | Hold |
3,631
| – | – | 0.18% | 43 |
|
|
2021
Q2 | $839K | Hold |
3,631
| – | – | 0.19% | 45 |
|
|
2021
Q1 | $814K | Hold |
3,631
| – | – | 0.2% | 44 |
|
|
2020
Q4 | $779K | Hold |
3,631
| – | – | 0.2% | 44 |
|
|
2020
Q3 | $797K | Hold |
3,631
| – | – | 0.23% | 43 |
|
|
2020
Q2 | $670K | Hold |
3,631
| – | – | 0.2% | 46 |
|
|
2020
Q1 | $600K | Hold |
3,631
| – | – | 0.19% | 50 |
|
|
2019
Q4 | $718K | Sell |
3,631
-292
| -7% | -$57.9K | 0.2% | 46 |
|
|
2019
Q3 | $842K | Hold |
3,923
| – | – | 0.25% | 43 |
|
|
2019
Q2 | $815K | Hold |
3,923
| – | – | 0.25% | 41 |
|
|
2019
Q1 | $745K | Sell |
3,923
-827
| -17% | -$150K | 0.26% | 38 |
|
|
2018
Q4 | $843K | Buy |
4,750
+4,282
| +915% | +$759K | 0.32% | 37 |
|
|
2018
Q3 | $78K | Hold |
468
| – | – | 0.03% | 89 |
|
|
2018
Q2 | $73K | Sell |
468
-65
| -12% | -$10.5K | 0.03% | 92 |
|
|
2018
Q1 | $83K | Hold |
533
| – | – | 0.03% | 92 |
|
|
2017
Q4 | $92K | Hold |
533
| – | – | 0.04% | 81 |
|
|
2017
Q3 | $84K | Buy |
533
+357
| +203% | +$56K | 0.04% | 76 |
|
|
2017
Q2 | $27K | Sell |
176
-150
| -46% | -$21.7K | 0.01% | 120 |
|
|
2017
Q1 | $42K | Buy |
326
+76
| +30% | +$9.54K | 0.02% | 97 |
|
|
2016
Q4 | $30K | Buy |
+250
| New | +$29.3K | 0.02% | 118 |
|
|
2016
Q2 | – | Sell |
-590
| Closed | -$74K | – | 288 |
|
|
2016
Q1 | $74K | Hold |
590
| – | – | 0.04% | 79 |
|
|
2015
Q4 | $70K | Hold |
590
| – | – | 0.04% | 78 |
|
|
2015
Q3 | $58K | Sell |
590
-330
| -36% | -$32.1K | 0.04% | 84 |
|
|
2015
Q2 | $87K | Buy |
920
+60
| +7% | +$5.8K | 0.05% | 76 |
|
|
2015
Q1 | $84K | Buy |
+860
| New | +$81.6K | 0.05% | 72 |
|
Other funds holding MCD
VCM
VPM
DAM