Smith, Moore & Co’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 | $1.47M | Buy |
5,024
+337
| +7% | +$98.5K | 0.12% | 152 |
|
2025
Q1 | $1.46M | Sell |
4,687
-578
| -11% | -$181K | 0.14% | 152 |
|
2024
Q4 | $1.53M | Sell |
5,265
-1
| -0% | -$290 | 0.14% | 135 |
|
2024
Q3 | $1.6M | Sell |
5,266
-631
| -11% | -$192K | 0.15% | 126 |
|
2024
Q2 | $1.5M | Sell |
5,897
-418
| -7% | -$107K | 0.16% | 128 |
|
2024
Q1 | $1.78M | Hold |
6,315
| – | – | 0.19% | 110 |
|
2023
Q4 | $1.87M | Sell |
6,315
-161
| -2% | -$47.7K | 0.22% | 92 |
|
2023
Q3 | $1.71M | Buy |
6,476
+189
| +3% | +$49.8K | 0.23% | 90 |
|
2023
Q2 | $1.88M | Buy |
6,287
+194
| +3% | +$57.9K | 0.24% | 85 |
|
2023
Q1 | $1.7M | Buy |
6,093
+149
| +3% | +$41.7K | 0.23% | 86 |
|
2022
Q4 | $1.57M | Buy |
5,944
+165
| +3% | +$43.5K | 0.22% | 87 |
|
2022
Q3 | $1.33M | Buy |
5,779
+216
| +4% | +$49.8K | 0.2% | 99 |
|
2022
Q2 | $1.37M | Buy |
5,563
+109
| +2% | +$26.9K | 0.21% | 104 |
|
2022
Q1 | $1.35M | Sell |
5,454
-9
| -0.2% | -$2.23K | 0.18% | 110 |
|
2021
Q4 | $1.46M | Buy |
5,463
+114
| +2% | +$30.6K | 0.2% | 93 |
|
2021
Q3 | $1.29M | Sell |
5,349
-153
| -3% | -$36.9K | 0.2% | 97 |
|
2021
Q2 | $1.27M | Buy |
5,502
+367
| +7% | +$84.8K | 0.19% | 100 |
|
2021
Q1 | $1.15M | Buy |
5,135
+295
| +6% | +$66.1K | 0.19% | 111 |
|
2020
Q4 | $1.04M | Sell |
4,840
-45
| -0.9% | -$9.66K | 0.19% | 99 |
|
2020
Q3 | $1.07M | Buy |
4,885
+70
| +1% | +$15.4K | 0.22% | 86 |
|
2020
Q2 | $888K | Sell |
4,815
-930
| -16% | -$172K | 0.2% | 96 |
|
2020
Q1 | $950K | Buy |
5,745
+233
| +4% | +$38.5K | 0.25% | 78 |
|
2019
Q4 | $1.09M | Buy |
5,512
+333
| +6% | +$65.8K | 0.23% | 86 |
|
2019
Q3 | $1.11M | Buy |
5,179
+222
| +4% | +$47.7K | 0.25% | 77 |
|
2019
Q2 | $1.03M | Buy |
4,957
+427
| +9% | +$88.6K | 0.23% | 81 |
|
2019
Q1 | $860K | Sell |
4,530
-1,281
| -22% | -$243K | 0.2% | 100 |
|
2018
Q4 | $1.03M | Sell |
5,811
-797
| -12% | -$142K | 0.28% | 70 |
|
2018
Q3 | $1.11M | Buy |
6,608
+23
| +0.3% | +$3.85K | 0.25% | 78 |
|
2018
Q2 | $1.03M | Buy |
6,585
+325
| +5% | +$50.9K | 0.26% | 76 |
|
2018
Q1 | $979K | Buy |
6,260
+1,614
| +35% | +$252K | 0.26% | 71 |
|
2017
Q4 | $800K | Buy |
4,646
+161
| +4% | +$27.7K | 0.22% | 99 |
|
2017
Q3 | $703K | Buy |
4,485
+224
| +5% | +$35.1K | 0.2% | 97 |
|
2017
Q2 | $653K | Sell |
4,261
-84
| -2% | -$12.9K | 0.22% | 88 |
|
2017
Q1 | $563K | Sell |
4,345
-99
| -2% | -$12.8K | 0.2% | 93 |
|
2016
Q4 | $541K | Sell |
4,444
-949
| -18% | -$116K | 0.21% | 96 |
|
2016
Q3 | $622K | Sell |
5,393
-70
| -1% | -$8.07K | 0.25% | 79 |
|
2016
Q2 | $657K | Buy |
5,463
+416
| +8% | +$50K | 0.27% | 79 |
|
2016
Q1 | $634K | Sell |
5,047
-179
| -3% | -$22.5K | 0.27% | 77 |
|
2015
Q4 | $617K | Buy |
5,226
+502
| +11% | +$59.3K | 0.31% | 67 |
|
2015
Q3 | $466K | Buy |
4,724
+1
| +0% | +$99 | 0.26% | 71 |
|
2015
Q2 | $449K | Sell |
4,723
-168
| -3% | -$16K | 0.23% | 83 |
|
2015
Q1 | $477K | Sell |
4,891
-353
| -7% | -$34.4K | 0.25% | 81 |
|
2014
Q4 | $491K | Buy |
5,244
+301
| +6% | +$28.2K | 0.26% | 75 |
|
2014
Q3 | $469K | Sell |
4,943
-3,194
| -39% | -$303K | 0.26% | 73 |
|
2014
Q2 | $820K | Buy |
8,137
+76
| +0.9% | +$7.66K | 0.5% | 32 |
|
2014
Q1 | $790K | Sell |
8,061
-665
| -8% | -$65.2K | 0.47% | 39 |
|
2013
Q4 | $847K | Buy |
+8,726
| New | +$847K | 0.53% | 36 |
|