SRH Advisors’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 | $58.4K | Hold |
200
| – | – | 0.02% | 120 |
|
|
2025
Q1 | $62.5K | Hold |
200
| – | – | 0.02% | 113 |
|
|
2024
Q4 | $58K | Hold |
200
| – | – | 0.02% | 119 |
|
|
2024
Q3 | $60.9K | Hold |
200
| – | – | 0.02% | 116 |
|
|
2024
Q2 | $51K | Hold |
200
| – | – | 0.02% | 118 |
|
|
2024
Q1 | $56.4K | Hold |
200
| – | – | 0.02% | 118 |
|
|
2023
Q4 | $59.3K | Hold |
200
| – | – | 0.02% | 115 |
|
|
2023
Q3 | $52.7K | Hold |
200
| – | – | 0.03% | 111 |
|
|
2023
Q2 | $55.9K | Hold |
200
| – | – | 0.03% | 108 |
|
|
2023
Q1 | $56K | Hold |
200
| – | – | 0.03% | 108 |
|
|
2022
Q4 | $53K | Hold |
200
| – | – | 0.03% | 111 |
|
|
2022
Q3 | $46K | Hold |
200
| – | – | 0.06% | 119 |
|
|
2022
Q2 | $49K | Sell |
200
-100
| -33% | -$24.5K | 0.06% | 120 |
|
|
2022
Q1 | $74K | Hold |
300
| – | – | 0.08% | 106 |
|
|
2021
Q4 | $80K | Hold |
300
| – | – | 0.09% | 104 |
|
|
2021
Q3 | $72K | Hold |
300
| – | – | 0.09% | 104 |
|
|
2021
Q2 | $69K | Hold |
300
| – | – | 0.09% | 105 |
|
|
2021
Q1 | $67K | Hold |
300
| – | – | 0.1% | 97 |
|
|
2020
Q4 | $64K | Hold |
300
| – | – | 0.11% | 91 |
|
|
2020
Q3 | $66K | Buy |
+300
| New | +$66K | 0.13% | 85 |
|
|
2016
Q2 | – | Sell |
-55
| Closed | -$7K | – | 237 |
|
|
2016
Q1 | $7K | Hold |
55
| – | – | 0.04% | 128 |
|
|
2015
Q4 | $7K | Hold |
55
| – | – | 0.04% | 125 |
|
|
2015
Q3 | $5K | Hold |
55
| – | – | 0.03% | 136 |
|
|
2015
Q2 | $5K | Hold |
55
| – | – | 0.03% | 139 |
|
|
2015
Q1 | $5K | Hold |
55
| – | – | 0.03% | 130 |
|
|
2014
Q4 | $5K | Hold |
55
| – | – | 0.03% | 130 |
|
|
2014
Q3 | $5K | Hold |
55
| – | – | 0.04% | 122 |
|
|
2014
Q2 | $6K | Hold |
55
| – | – | 0.05% | 119 |
|
|
2014
Q1 | $5K | Hold |
55
| – | – | 0.04% | 122 |
|
|
2013
Q4 | $5K | Buy |
+55
| New | +$5K | 0.05% | 122 |
|