SIM
SSI Investment Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
861
-581
| -40% | -$170K | 0.02% | 237 |
|
|
2025
Q1 | $450K | Sell |
1,442
-1
| -0.1% | -$312 | 0.04% | 205 |
|
|
2024
Q4 | $418K | Hold |
1,443
| – | – | 0.03% | 219 |
|
|
2024
Q3 | $439K | Sell |
1,443
-1
| -0.1% | -$305 | 0.03% | 220 |
|
|
2024
Q2 | $368K | Hold |
1,444
| – | – | 0.03% | 217 |
|
|
2024
Q1 | $407K | Sell |
1,444
-19
| -1% | -$5.36K | 0.03% | 208 |
|
|
2023
Q4 | $434K | Sell |
1,463
-6
| -0.4% | -$1.78K | 0.03% | 201 |
|
|
2023
Q3 | $387K | Sell |
1,469
-15
| -1% | -$3.95K | 0.03% | 197 |
|
|
2023
Q2 | $443K | Sell |
1,484
-238
| -14% | -$71K | 0.03% | 196 |
|
|
2023
Q1 | $481K | Sell |
1,722
-377
| -18% | -$105K | 0.03% | 198 |
|
|
2022
Q4 | $553K | Buy |
2,099
+5
| +0.2% | +$1.32K | 0.04% | 222 |
|
|
2022
Q3 | $483K | Hold |
2,094
| – | – | 0.03% | 218 |
|
|
2022
Q2 | $516K | Hold |
2,094
| – | – | 0.03% | 222 |
|
|
2022
Q1 | $516K | Sell |
2,094
-55
| -3% | -$13.6K | 0.03% | 228 |
|
|
2021
Q4 | $577K | Sell |
2,149
-5
| -0.2% | -$1.34K | 0.03% | 219 |
|
|
2021
Q3 | $519K | Buy |
2,154
+9
| +0.4% | +$2.17K | 0.03% | 222 |
|
|
2021
Q2 | $494K | Sell |
2,145
-8
| -0.4% | -$1.84K | 0.03% | 233 |
|
|
2021
Q1 | $483K | Sell |
2,153
-1
| -0% | -$224 | 0.03% | 224 |
|
|
2020
Q4 | $463K | Sell |
2,154
-2
| -0.1% | -$430 | 0.03% | 205 |
|
|
2020
Q3 | $473K | Sell |
2,156
-55
| -2% | -$12.1K | 0.04% | 200 |
|
|
2020
Q2 | $405K | Sell |
2,211
-36
| -2% | -$6.59K | 0.04% | 204 |
|
|
2020
Q1 | $372K | Sell |
2,247
-26
| -1% | -$4.3K | 0.03% | 201 |
|
|
2019
Q4 | $452K | Sell |
2,273
-8
| -0.4% | -$1.59K | 0.03% | 224 |
|
|
2019
Q3 | $490K | Sell |
2,281
-1
| -0% | -$215 | 0.04% | 218 |
|
|
2019
Q2 | $473K | Buy |
2,282
+304
| +15% | +$63K | 0.04% | 223 |
|
|
2019
Q1 | $375K | Sell |
1,978
-10
| -0.5% | -$1.9K | 0.03% | 231 |
|
|
2018
Q4 | $351K | Sell |
1,988
-7
| -0.4% | -$1.24K | 0.03% | 219 |
|
|
2018
Q3 | $335K | Sell |
1,995
-9
| -0.4% | -$1.51K | 0.03% | 252 |
|
|
2018
Q2 | $314K | Sell |
2,004
-169
| -8% | -$26.5K | 0.03% | 244 |
|
|
2018
Q1 | $340K | Sell |
2,173
-39
| -2% | -$6.1K | 0.03% | 252 |
|
|
2017
Q4 | $381K | Sell |
2,212
-2
| -0.1% | -$344 | 0.03% | 246 |
|
|
2017
Q3 | $346K | Sell |
2,214
-14
| -0.6% | -$2.19K | 0.03% | 258 |
|
|
2017
Q2 | $339K | Sell |
2,228
-32
| -1% | -$4.87K | 0.03% | 258 |
|
|
2017
Q1 | $293K | Sell |
2,260
-3
| -0.1% | -$389 | 0.03% | 258 |
|
|
2016
Q4 | $274K | Sell |
2,263
-4
| -0.2% | -$484 | 0.03% | 255 |
|
|
2016
Q3 | $261K | Sell |
2,267
-31
| -1% | -$3.57K | 0.02% | 256 |
|
|
2016
Q2 | $274K | Buy |
2,298
+35
| +2% | +$4.17K | 0.03% | 237 |
|
|
2016
Q1 | $283K | Buy |
2,263
+1
| +0% | +$125 | 0.03% | 228 |
|
|
2015
Q4 | $268K | Hold |
2,262
| – | – | 0.03% | 238 |
|
|
2015
Q3 | $223K | Buy |
+2,262
| New | +$223K | 0.02% | 256 |
|
|
2014
Q1 | – | Sell |
-10,522
| Closed | -$1.02M | – | 420 |
|
|
2013
Q4 | $1.02M | Hold |
10,522
| – | – | 0.09% | 219 |
|
|
2013
Q3 | $1.01M | Sell |
10,522
-92
| -0.9% | -$8.84K | 0.09% | 211 |
|
|
2013
Q2 | $1.05M | Buy |
+10,614
| New | +$1.05M | 0.1% | 201 |
|