Roffman Miller Associates’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.4M | Buy |
155,246
+115
| +0.1% | +$33.6K | 2.71% | 12 |
|
|
2025
Q1 | $48.5M | Sell |
155,131
-603
| -0.4% | -$188K | 3.05% | 8 |
|
|
2024
Q4 | $45.1M | Sell |
155,734
-79
| -0.1% | -$22.9K | 2.78% | 12 |
|
|
2024
Q3 | $47.4M | Buy |
155,813
+1,228
| +0.8% | +$374K | 2.9% | 10 |
|
|
2024
Q2 | $39.4M | Buy |
154,585
+2,430
| +2% | +$619K | 2.59% | 12 |
|
|
2024
Q1 | $42.9M | Sell |
152,155
-3,585
| -2% | -$1.01M | 2.87% | 10 |
|
|
2023
Q4 | $46.2M | Buy |
155,740
+2,546
| +2% | +$755K | 3.3% | 6 |
|
|
2023
Q3 | $40.4M | Buy |
153,194
+1,454
| +1% | +$383K | 3.2% | 8 |
|
|
2023
Q2 | $45.3M | Sell |
151,740
-1,900
| -1% | -$567K | 3.4% | 5 |
|
|
2023
Q1 | $43M | Sell |
153,640
-1,649
| -1% | -$461K | 3.43% | 4 |
|
|
2022
Q4 | $40.9M | Sell |
155,289
-1,465
| -0.9% | -$386K | 3.37% | 8 |
|
|
2022
Q3 | $36.2M | Sell |
156,754
-374
| -0.2% | -$86.3K | 3.3% | 9 |
|
|
2022
Q2 | $38.8M | Sell |
157,128
-736
| -0.5% | -$182K | 3.36% | 8 |
|
|
2022
Q1 | $39M | Sell |
157,864
-568
| -0.4% | -$140K | 2.9% | 8 |
|
|
2021
Q4 | $42.5M | Buy |
158,432
+1,245
| +0.8% | +$334K | 2.87% | 8 |
|
|
2021
Q3 | $37.9M | Sell |
157,187
-165,189
| -51% | -$39.8M | 2.82% | 9 |
|
|
2021
Q2 | $35.7M | Buy |
322,376
+17,461
| +6% | +$1.93M | 2.7% | 12 |
|
|
2021
Q1 | $34.3M | Buy |
304,915
+56,671
| +23% | +$6.37M | 2.85% | 12 |
|
|
2020
Q4 | $32.3M | Buy |
248,244
+96,138
| +63% | +$12.5M | 2.8% | 15 |
|
|
2020
Q3 | $33.4M | Sell |
152,106
-558
| -0.4% | -$122K | 3.23% | 7 |
|
|
2020
Q2 | $28.2M | Buy |
152,664
+958
| +0.6% | +$177K | 2.8% | 12 |
|
|
2020
Q1 | $25.1M | Buy |
151,706
+375
| +0.2% | +$62K | 3.14% | 11 |
|
|
2019
Q4 | $29.9M | Buy |
151,331
+350
| +0.2% | +$69.2K | 2.99% | 12 |
|
|
2019
Q3 | $32.4M | Sell |
150,981
-3,404
| -2% | -$731K | 3.4% | 7 |
|
|
2019
Q2 | $32.1M | Buy |
154,385
+617
| +0.4% | +$128K | 3.44% | 6 |
|
|
2019
Q1 | $29.2M | Buy |
153,768
+3,527
| +2% | +$670K | 3.32% | 8 |
|
|
2018
Q4 | $26.7M | Sell |
150,241
-1,997
| -1% | -$355K | 3.48% | 7 |
|
|
2018
Q3 | $25.5M | Buy |
152,238
+1,922
| +1% | +$322K | 2.83% | 13 |
|
|
2018
Q2 | $23.6M | Buy |
150,316
+1,892
| +1% | +$296K | 2.88% | 12 |
|
|
2018
Q1 | $23.2M | Buy |
148,424
+2,264
| +2% | +$354K | 2.94% | 11 |
|
|
2017
Q4 | $25.2M | Buy |
146,160
+1,186
| +0.8% | +$204K | 3.1% | 9 |
|
|
2017
Q3 | $22.7M | Buy |
144,974
+2,073
| +1% | +$325K | 2.99% | 9 |
|
|
2017
Q2 | $21.9M | Buy |
142,901
+1,460
| +1% | +$224K | 3% | 9 |
|
|
2017
Q1 | $18.3M | Buy |
141,441
+4,067
| +3% | +$527K | 2.6% | 15 |
|
|
2016
Q4 | $16.7M | Buy |
137,374
+4,916
| +4% | +$598K | 2.52% | 15 |
|
|
2016
Q3 | $15.3M | Buy |
132,458
+6,637
| +5% | +$766K | 2.47% | 17 |
|
|
2016
Q2 | $15.1M | Buy |
125,821
+4,468
| +4% | +$538K | 2.48% | 17 |
|
|
2016
Q1 | $15.3M | Buy |
121,353
+3,641
| +3% | +$458K | 2.62% | 13 |
|
|
2015
Q4 | $13.9M | Buy |
117,712
+2,742
| +2% | +$324K | 2.55% | 14 |
|
|
2015
Q3 | $11.3M | Buy |
114,970
+2,373
| +2% | +$234K | 2.22% | 19 |
|
|
2015
Q2 | $10.7M | Sell |
112,597
-29
| -0% | -$2.76K | 2.03% | 28 |
|
|
2015
Q1 | $11M | Buy |
112,626
+252
| +0.2% | +$24.6K | 2.1% | 24 |
|
|
2014
Q4 | $10.5M | Sell |
112,374
-707
| -0.6% | -$66.2K | 2.05% | 26 |
|
|
2014
Q3 | $10.7M | Buy |
113,081
+1,630
| +1% | +$155K | 2.2% | 20 |
|
|
2014
Q2 | $11.2M | Buy |
111,451
+1,461
| +1% | +$147K | 2.37% | 18 |
|
|
2014
Q1 | $10.8M | Buy |
109,990
+2,270
| +2% | +$223K | 2.39% | 17 |
|
|
2013
Q4 | $10.5M | Buy |
107,720
+6,420
| +6% | +$623K | 2.4% | 16 |
|
|
2013
Q3 | $9.75M | Buy |
101,300
+6,883
| +7% | +$662K | 2.46% | 12 |
|
|
2013
Q2 | $9.35M | Buy |
+94,417
| New | +$9.35M | 2.49% | 13 |
|