SAM
MCD icon

Shikiar Asset Management’s McDonald's MCD Stock Holding History

Shikiar Asset Management’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 		$517K Hold
1,770
– – 0.14% 62
2025
Q1 		$553K Buy
1,770
+4
+0.2% +$1.25K 0.17% 57
2024
Q4 		$512K Hold
1,766
– – 0.14% 58
2024
Q3 		$538K Sell
1,766
-10
-0.6% -$3.05K 0.14% 57
2024
Q2 		$453K Hold
1,776
– – 0.12% 51
2024
Q1 		$501K Hold
1,776
– – 0.15% 54
2023
Q4 		$527K Hold
1,776
– – 0.16% 48
2023
Q3 		$468K Hold
1,776
– – 0.16% 57
2023
Q2 		$530K Hold
1,776
– – 0.17% 54
2023
Q1 		$497K Buy
+1,776
New +$497K 0.18% 55
2022
Q3 		$410K Buy
1,776
+26
+1% +$6K 0.17% 59
2022
Q2 		$432K Hold
1,750
– – 0.17% 65
2022
Q1 		$433K Hold
1,750
– – 0.12% 71
2021
Q4 		$469K Hold
1,750
– – 0.12% 73
2021
Q3 		$422K Hold
1,750
– – 0.12% 74
2021
Q2 		$404K Hold
1,750
– – 0.11% 70
2021
Q1 		$392K Hold
1,750
– – 0.13% 67
2020
Q4 		$376K Hold
1,750
– – 0.14% 59
2020
Q3 		$384K Hold
1,750
– – 0.15% 62
2020
Q2 		$323K Hold
1,750
– – 0.15% 66
2020
Q1 		$289K Hold
1,750
– – 0.19% 64
2019
Q4 		$346K Hold
1,750
– – 0.11% 74
2019
Q3 		$376K Sell
1,750
-100
-5% -$21.5K 0.15% 70
2019
Q2 		$384K Hold
1,850
– – 0.15% 70
2019
Q1 		$351K Hold
1,850
– – 0.15% 70
2018
Q4 		$329K Hold
1,850
– – 0.17% 63
2018
Q3 		$309K Hold
1,850
– – 0.12% 66
2018
Q2 		$290K Hold
1,850
– – 0.12% 68
2018
Q1 		$289K Sell
1,850
-2
-0.1% -$312 0.13% 68
2017
Q4 		$319K Hold
1,852
– – 0.15% 68
2017
Q3 		$290K Hold
1,852
– – 0.13% 84
2017
Q2 		$284K Hold
1,852
– – 0.12% 85
2017
Q1 		$240K Sell
1,852
-200
-10% -$25.9K 0.11% 96
2016
Q4 		$250K Hold
2,052
– – 0.11% 88
2016
Q3 		$237K Buy
2,052
+300
+17% +$34.6K 0.11% 98
2016
Q2 		$211K Hold
1,752
– – 0.09% 101
2016
Q1 		$220K Buy
+1,752
New +$220K 0.1% 100