Sanders Morris Harris’s McDonald's MCD Stock Holding History

Sanders Morris Harris’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$760K	Hold	2,600	–	–	0.18%	51
2025 Q1	$812K	Hold	2,600	–	–	0.13%	110
2024 Q4	$763K	Hold	2,600	–	–	0.11%	128
2024 Q3	$792K	Hold	2,600	–	–	0.13%	115
2024 Q2	$663K	Hold	2,600	–	–	0.11%	128
2024 Q1	$733K	Buy	+2,600	New	+$733K	0.13%	118
2023 Q4	–	Sell	-2,600	Closed	-$685K	–	212
2023 Q3	$685K	Hold	2,600	–	–	0.14%	108
2023 Q2	$776K	Buy	2,600 +100	+4%	+$29.8K	0.17%	90
2023 Q1	$699K	Hold	2,500	–	–	0.24%	36
2022 Q4	$659K	Hold	2,500	–	–	0.25%	94
2022 Q3	$577K	Hold	2,500	–	–	0.14%	116
2022 Q2	$617K	Hold	2,500	–	–	0.14%	114
2022 Q1	$618K	Sell	2,500 -38	-1%	-$9.39K	0.12%	132
2021 Q4	$680K	Buy	2,538 +38	+2%	+$10.2K	0.12%	132
2021 Q3	$603K	Sell	2,500 -54	-2%	-$13K	0.11%	140
2021 Q2	$589K	Buy	2,554 +54	+2%	+$12.5K	0.11%	148
2021 Q1	$560K	Buy	2,500 +200	+9%	+$44.8K	0.12%	136
2020 Q4	$494K	Buy	2,300 +200	+10%	+$43K	0.11%	162
2020 Q3	$461K	Hold	2,100	–	–	0.13%	160
2020 Q2	$387K	Sell	2,100 -1,616	-43%	-$298K	0.19%	68
2020 Q1	$325K	Hold	3,716	–	–	0.32%	77
2019 Q4	$723K	Hold	3,716	–	–	0.16%	133
2019 Q3	$784K	Buy	3,716 +1,616	+77%	+$341K	0.19%	112
2019 Q2	$436K	Hold	2,100	–	–	0.11%	165
2019 Q1	$399K	Hold	2,100	–	–	0.19%	70
2018 Q4	$373K	Hold	2,100	–	–	0.2%	68
2018 Q3	$351K	Hold	2,100	–	–	0.16%	89
2018 Q2	$329K	Hold	2,100	–	–	0.15%	90
2018 Q1	$328K	Hold	2,100	–	–	0.14%	97
2017 Q4	$361K	Hold	2,100	–	–	0.15%	76
2017 Q3	$329K	Hold	2,100	–	–	0.14%	93
2017 Q2	$322K	Hold	2,100	–	–	0.13%	87
2017 Q1	$272K	Hold	2,100	–	–	0.1%	107
2016 Q4	$256K	Hold	2,100	–	–	0.12%	88
2016 Q3	$242K	Sell	2,100 -425	-17%	-$49K	0.07%	125
2016 Q2	$304K	Sell	2,525 -2,315	-48%	-$279K	0.07%	179
2016 Q1	$609K	Buy	+4,840	New	+$609K	0.1%	173