SCM
Schnieders Capital Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
12,938
+312
| +2% | +$91.2K | 0.66% | 35 |
|
|
2025
Q1 | $3.94M | Sell |
12,626
-323
| -2% | -$101K | 0.84% | 31 |
|
|
2024
Q4 | $3.75M | Sell |
12,949
-52
| -0.4% | -$15.1K | 0.74% | 33 |
|
|
2024
Q3 | $3.96M | Buy |
13,001
+200
| +2% | +$60.9K | 0.75% | 33 |
|
|
2024
Q2 | $3.26M | Sell |
12,801
-4
| -0% | -$1.02K | 0.66% | 34 |
|
|
2024
Q1 | $3.61M | Sell |
12,805
-170
| -1% | -$47.9K | 0.74% | 35 |
|
|
2023
Q4 | $3.85M | Sell |
12,975
-8,873
| -41% | -$2.63M | 0.85% | 30 |
|
|
2023
Q3 | $5.76M | Sell |
21,848
-115
| -0.5% | -$30.3K | 1.29% | 24 |
|
|
2023
Q2 | $6.55M | Sell |
21,963
-124
| -0.6% | -$37K | 1.37% | 21 |
|
|
2023
Q1 | $6.18M | Sell |
22,087
-700
| -3% | -$196K | 1.39% | 21 |
|
|
2022
Q4 | $6.01M | Buy |
22,787
+5,475
| +32% | +$1.44M | 1.38% | 22 |
|
|
2022
Q3 | $4M | Buy |
17,312
+6,256
| +57% | +$1.44M | 1.06% | 26 |
|
|
2022
Q2 | $2.73M | Sell |
11,056
-609
| -5% | -$150K | 0.81% | 37 |
|
|
2022
Q1 | $2.89M | Buy |
11,665
+116
| +1% | +$28.7K | 0.69% | 39 |
|
|
2021
Q4 | $3.1M | Buy |
11,549
+916
| +9% | +$246K | 0.72% | 37 |
|
|
2021
Q3 | $2.56M | Buy |
10,633
+57
| +0.5% | +$13.7K | 0.69% | 39 |
|
|
2021
Q2 | $2.44M | Buy |
10,576
+35
| +0.3% | +$8.09K | 0.67% | 39 |
|
|
2021
Q1 | $2.36M | Buy |
10,541
+6
| +0.1% | +$1.35K | 0.71% | 38 |
|
|
2020
Q4 | $2.26M | Buy |
10,535
+100
| +1% | +$21.5K | 0.74% | 39 |
|
|
2020
Q3 | $2.29M | Buy |
10,435
+898
| +9% | +$197K | 0.86% | 32 |
|
|
2020
Q2 | $1.76M | Hold |
9,537
| – | – | 0.7% | 39 |
|
|
2020
Q1 | $1.58M | Hold |
9,537
| – | – | 0.76% | 37 |
|
|
2019
Q4 | $1.89M | Hold |
9,537
| – | – | 0.69% | 45 |
|
|
2019
Q3 | $2.05M | Buy |
9,537
+40
| +0.4% | +$8.59K | 0.83% | 43 |
|
|
2019
Q2 | $1.97M | Sell |
9,497
-67
| -0.7% | -$13.9K | 0.77% | 44 |
|
|
2019
Q1 | $1.82M | Hold |
9,564
| – | – | 0.78% | 48 |
|
|
2018
Q4 | $1.7M | Sell |
9,564
-96
| -1% | -$17K | 0.83% | 45 |
|
|
2018
Q3 | $1.62M | Sell |
9,660
-137
| -1% | -$22.9K | 0.66% | 50 |
|
|
2018
Q2 | $1.54M | Sell |
9,797
-117
| -1% | -$18.3K | 0.65% | 51 |
|
|
2018
Q1 | $1.55M | Hold |
9,914
| – | – | 0.67% | 51 |
|
|
2017
Q4 | $1.71M | Buy |
9,914
+50
| +0.5% | +$8.6K | 0.71% | 49 |
|
|
2017
Q3 | $1.55M | Buy |
9,864
+20
| +0.2% | +$3.13K | 0.67% | 53 |
|
|
2017
Q2 | $1.51M | Buy |
9,844
+6
| +0.1% | +$919 | 0.7% | 52 |
|
|
2017
Q1 | $1.28M | Hold |
9,838
| – | – | 0.61% | 54 |
|
|
2016
Q4 | $1.2M | Buy |
9,838
+1,169
| +13% | +$142K | 0.62% | 53 |
|
|
2016
Q3 | $1M | Hold |
8,669
| – | – | 0.56% | 57 |
|
|
2016
Q2 | $1.04M | Hold |
8,669
| – | – | 0.58% | 53 |
|
|
2016
Q1 | $1.09M | Sell |
8,669
-1,019
| -11% | -$128K | 0.64% | 52 |
|
|
2015
Q4 | $1.15M | Buy |
9,688
+259
| +3% | +$30.6K | 0.7% | 47 |
|
|
2015
Q3 | $929K | Buy |
9,429
+910
| +11% | +$89.7K | 0.64% | 51 |
|
|
2015
Q2 | $810K | Buy |
8,519
+975
| +13% | +$92.7K | 0.48% | 64 |
|
|
2015
Q1 | $735K | Sell |
7,544
-2,600
| -26% | -$253K | 0.45% | 69 |
|
|
2014
Q4 | $950K | Buy |
10,144
+45
| +0.4% | +$4.21K | 0.63% | 53 |
|
|
2014
Q3 | $957K | Sell |
10,099
-2,765
| -21% | -$262K | 0.71% | 43 |
|
|
2014
Q2 | $1.3M | Buy |
12,864
+1,170
| +10% | +$118K | 0.91% | 34 |
|
|
2014
Q1 | $1.15M | Sell |
11,694
-683
| -6% | -$66.9K | 1.06% | 31 |
|
|
2013
Q4 | $1.2M | Buy |
+12,377
| New | +$1.2M | 1.18% | 28 |
|