Spirit of America Management Corp’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 | $754K | Hold |
2,580
| – | – | 0.16% | 142 |
|
2025
Q1 | $806K | Hold |
2,580
| – | – | 0.16% | 135 |
|
2024
Q4 | $748K | Hold |
2,580
| – | – | 0.15% | 136 |
|
2024
Q3 | $786K | Hold |
2,580
| – | – | 0.16% | 127 |
|
2024
Q2 | $657K | Hold |
2,580
| – | – | 0.13% | 134 |
|
2024
Q1 | $727K | Hold |
2,580
| – | – | 0.15% | 127 |
|
2023
Q4 | $765K | Sell |
2,580
-400
| -13% | -$119K | 0.17% | 123 |
|
2023
Q3 | $785K | Hold |
2,980
| – | – | 0.18% | 104 |
|
2023
Q2 | $889K | Hold |
2,980
| – | – | 0.2% | 101 |
|
2023
Q1 | $833K | Hold |
2,980
| – | – | 0.19% | 108 |
|
2022
Q4 | $785K | Hold |
2,980
| – | – | 0.18% | 115 |
|
2022
Q3 | $688K | Sell |
2,980
-200
| -6% | -$46.2K | 0.16% | 125 |
|
2022
Q2 | $785K | Sell |
3,180
-400
| -11% | -$98.7K | 0.18% | 115 |
|
2022
Q1 | $885K | Sell |
3,580
-1,200
| -25% | -$297K | 0.17% | 111 |
|
2021
Q4 | $1.28M | Sell |
4,780
-100
| -2% | -$26.8K | 0.26% | 100 |
|
2021
Q3 | $1.18M | Hold |
4,880
| – | – | 0.25% | 104 |
|
2021
Q2 | $1.13M | Hold |
4,880
| – | – | 0.24% | 104 |
|
2021
Q1 | $1.09M | Hold |
4,880
| – | – | 0.26% | 98 |
|
2020
Q4 | $1.05M | Hold |
4,880
| – | – | 0.26% | 102 |
|
2020
Q3 | $1.07M | Sell |
4,880
-1,800
| -27% | -$395K | 0.29% | 95 |
|
2020
Q2 | $1.23M | Sell |
6,680
-300
| -4% | -$55.3K | 0.32% | 82 |
|
2020
Q1 | $1.15M | Sell |
6,980
-1,150
| -14% | -$190K | 0.37% | 79 |
|
2019
Q4 | $1.61M | Buy |
8,130
+200
| +3% | +$39.5K | 0.28% | 82 |
|
2019
Q3 | $1.7M | Hold |
7,930
| – | – | 0.28% | 82 |
|
2019
Q2 | $1.65M | Hold |
7,930
| – | – | 0.25% | 87 |
|
2019
Q1 | $1.51M | Hold |
7,930
| – | – | 0.22% | 93 |
|
2018
Q4 | $1.41M | Hold |
7,930
| – | – | 0.22% | 96 |
|
2018
Q3 | $1.33M | Sell |
7,930
-750
| -9% | -$126K | 0.16% | 115 |
|
2018
Q2 | $1.36M | Sell |
8,680
-300
| -3% | -$47K | 0.17% | 108 |
|
2018
Q1 | $1.4M | Hold |
8,980
| – | – | 0.18% | 104 |
|
2017
Q4 | $1.55M | Buy |
8,980
+600
| +7% | +$103K | 0.17% | 105 |
|
2017
Q3 | $1.31M | Hold |
8,380
| – | – | 0.14% | 113 |
|
2017
Q2 | $1.28M | Buy |
8,380
+700
| +9% | +$107K | 0.14% | 113 |
|
2017
Q1 | $995K | Hold |
7,680
| – | – | 0.11% | 130 |
|
2016
Q4 | $935K | Hold |
7,680
| – | – | 0.11% | 135 |
|
2016
Q3 | $886K | Sell |
7,680
-1,700
| -18% | -$196K | 0.12% | 137 |
|
2016
Q2 | $1.13M | Hold |
9,380
| – | – | 0.17% | 103 |
|
2016
Q1 | $1.18M | Buy |
9,380
+1,800
| +24% | +$226K | 0.21% | 95 |
|
2015
Q4 | $896K | Buy |
7,580
+1,900
| +33% | +$225K | 0.17% | 117 |
|
2015
Q3 | $560K | Hold |
5,680
| – | – | 0.12% | 165 |
|
2015
Q2 | $540K | Hold |
5,680
| – | – | 0.1% | 184 |
|
2015
Q1 | $553K | Buy |
5,680
+2,000
| +54% | +$195K | 0.12% | 174 |
|
2014
Q4 | $345K | Sell |
3,680
-3,500
| -49% | -$328K | 0.09% | 223 |
|
2014
Q3 | $681K | Sell |
7,180
-2,200
| -23% | -$209K | 0.21% | 145 |
|
2014
Q2 | $945K | Hold |
9,380
| – | – | 0.38% | 87 |
|
2014
Q1 | $920K | Buy |
+9,380
| New | +$920K | 0.38% | 86 |
|
2013
Q4 | – | Sell |
-9,380
| Closed | -$902K | – | 145 |
|
2013
Q3 | $902K | Hold |
9,380
| – | – | 0.33% | 96 |
|
2013
Q2 | $929K | Buy |
+9,380
| New | +$929K | 0.34% | 94 |
|