SIA
Sit Investment Associates’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Sell |
52,267
-1,355
| -3% | -$396K | 0.33% | 77 |
|
|
2025
Q1 | $16.8M | Sell |
53,622
-1,608
| -3% | -$502K | 0.39% | 71 |
|
|
2024
Q4 | $16M | Sell |
55,230
-4,819
| -8% | -$1.4M | 0.36% | 72 |
|
|
2024
Q3 | $18.3M | Sell |
60,049
-5,310
| -8% | -$1.62M | 0.41% | 70 |
|
|
2024
Q2 | $16.7M | Buy |
65,359
+7,840
| +14% | +$2M | 0.38% | 77 |
|
|
2024
Q1 | $16.2M | Buy |
57,519
+1,150
| +2% | +$324K | 0.37% | 81 |
|
|
2023
Q4 | $16.7M | Sell |
56,369
-5,540
| -9% | -$1.64M | 0.41% | 69 |
|
|
2023
Q3 | $16.3M | Buy |
61,909
+7,760
| +14% | +$2.04M | 0.45% | 62 |
|
|
2023
Q2 | $16.2M | Sell |
54,149
-2,875
| -5% | -$858K | 0.42% | 67 |
|
|
2023
Q1 | $15.9M | Sell |
57,024
-4,042
| -7% | -$1.13M | 0.43% | 61 |
|
|
2022
Q4 | $16.1M | Sell |
61,066
-2,576
| -4% | -$679K | 0.45% | 54 |
|
|
2022
Q3 | $14.7M | Sell |
63,642
-2,770
| -4% | -$639K | 0.44% | 61 |
|
|
2022
Q2 | $16.4M | Sell |
66,412
-3,610
| -5% | -$891K | 0.5% | 52 |
|
|
2022
Q1 | $17.3M | Sell |
70,022
-10,179
| -13% | -$2.52M | 0.47% | 62 |
|
|
2021
Q4 | $21.5M | Sell |
80,201
-3,385
| -4% | -$907K | 0.51% | 54 |
|
|
2021
Q3 | $20.2M | Buy |
83,586
+115
| +0.1% | +$27.7K | 0.52% | 49 |
|
|
2021
Q2 | $19.3M | Sell |
83,471
-3,310
| -4% | -$765K | 0.48% | 56 |
|
|
2021
Q1 | $19.5M | Buy |
86,781
+1,015
| +1% | +$228K | 0.51% | 51 |
|
|
2020
Q4 | $18.4M | Sell |
85,766
-3,354
| -4% | -$720K | 0.5% | 53 |
|
|
2020
Q3 | $19.6M | Sell |
89,120
-6,225
| -7% | -$1.37M | 0.58% | 40 |
|
|
2020
Q2 | $17.6M | Buy |
95,345
+1,430
| +2% | +$264K | 0.55% | 44 |
|
|
2020
Q1 | $15.5M | Buy |
93,915
+5,420
| +6% | +$896K | 0.59% | 41 |
|
|
2019
Q4 | $17.5M | Buy |
88,495
+59,565
| +206% | +$11.8M | 0.5% | 55 |
|
|
2019
Q3 | $6.21M | Sell |
28,930
-620
| -2% | -$133K | 0.19% | 156 |
|
|
2019
Q2 | $6.14M | Hold |
29,550
| – | – | 0.19% | 149 |
|
|
2019
Q1 | $5.61M | Sell |
29,550
-46,160
| -61% | -$8.77M | 0.18% | 155 |
|
|
2018
Q4 | $13.4M | Buy |
75,710
+44,420
| +142% | +$7.89M | 0.43% | 68 |
|
|
2018
Q3 | $5.24M | Buy |
31,290
+25,715
| +461% | +$4.3M | 0.13% | 164 |
|
|
2018
Q2 | $874K | Hold |
5,575
| – | – | 0.02% | 367 |
|
|
2018
Q1 | $872K | Buy |
5,575
+275
| +5% | +$43K | 0.02% | 363 |
|
|
2017
Q4 | $912K | Hold |
5,300
| – | – | 0.02% | 378 |
|
|
2017
Q3 | $830K | Hold |
5,300
| – | – | 0.02% | 379 |
|
|
2017
Q2 | $812K | Buy |
5,300
+2,325
| +78% | +$356K | 0.02% | 374 |
|
|
2017
Q1 | $386K | Buy |
2,975
+204
| +7% | +$26.5K | 0.01% | 428 |
|
|
2016
Q4 | $337K | Buy |
2,771
+71
| +3% | +$8.64K | 0.01% | 394 |
|
|
2016
Q3 | $311K | Hold |
2,700
| – | – | 0.01% | 369 |
|
|
2016
Q2 | $325K | Hold |
2,700
| – | – | 0.01% | 369 |
|
|
2016
Q1 | $339K | Hold |
2,700
| – | – | 0.01% | 373 |
|
|
2015
Q4 | $319K | Hold |
2,700
| – | – | 0.01% | 382 |
|
|
2015
Q3 | $266K | Hold |
2,700
| – | – | 0.01% | 395 |
|
|
2015
Q2 | $257K | Hold |
2,700
| – | – | ﹤0.01% | 392 |
|
|
2015
Q1 | $263K | Hold |
2,700
| – | – | ﹤0.01% | 384 |
|
|
2014
Q4 | $253K | Hold |
2,700
| – | – | ﹤0.01% | 382 |
|
|
2014
Q3 | $256K | Sell |
2,700
-205,860
| -99% | -$19.5M | ﹤0.01% | 401 |
|
|
2014
Q2 | $21M | Sell |
208,560
-44,910
| -18% | -$4.52M | 0.36% | 100 |
|
|
2014
Q1 | $24.8M | Sell |
253,470
-145,205
| -36% | -$14.2M | 0.44% | 80 |
|
|
2013
Q4 | $38.7M | Sell |
398,675
-110,265
| -22% | -$10.7M | 0.69% | 54 |
|
|
2013
Q3 | $49M | Sell |
508,940
-1,250
| -0.2% | -$120K | 0.94% | 26 |
|
|
2013
Q2 | $50.5M | Buy |
+510,190
| New | +$50.5M | 1.02% | 19 |
|