SJIM
St. Johns Investment Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
6,312
-229
| -4% | -$66.9K | 0.85% | 29 |
|
|
2025
Q1 | $2.04M | Sell |
6,541
-254
| -4% | -$79.3K | 1.01% | 25 |
|
|
2024
Q4 | $1.97M | Buy |
6,795
+80
| +1% | +$23.2K | 0.92% | 28 |
|
|
2024
Q3 | $2.04M | Sell |
6,715
-349
| -5% | -$106K | 0.96% | 27 |
|
|
2024
Q2 | $1.8M | Sell |
7,064
-106
| -1% | -$27K | 0.85% | 32 |
|
|
2024
Q1 | $2.02M | Sell |
7,170
-409
| -5% | -$115K | 0.97% | 29 |
|
|
2023
Q4 | $2.25M | Buy |
7,579
+510
| +7% | +$151K | 1.15% | 21 |
|
|
2023
Q3 | $1.86M | Sell |
7,069
-28
| -0.4% | -$7.38K | 1.06% | 24 |
|
|
2023
Q2 | $2.12M | Buy |
7,097
+285
| +4% | +$85K | 1.15% | 21 |
|
|
2023
Q1 | $1.9M | Sell |
6,812
-118
| -2% | -$33K | 1.11% | 21 |
|
|
2022
Q4 | $1.83M | Sell |
6,930
-40
| -0.6% | -$10.5K | 1.09% | 24 |
|
|
2022
Q3 | $1.61M | Buy |
6,970
+53
| +0.8% | +$12.2K | 1.06% | 22 |
|
|
2022
Q2 | $1.71M | Sell |
6,917
-341
| -5% | -$84.2K | 1.09% | 22 |
|
|
2022
Q1 | $1.8M | Sell |
7,258
-488
| -6% | -$121K | 0.96% | 28 |
|
|
2021
Q4 | $2.08M | Sell |
7,746
-276
| -3% | -$74K | 1.06% | 25 |
|
|
2021
Q3 | $1.93M | Sell |
8,022
-56
| -0.7% | -$13.5K | 1.06% | 25 |
|
|
2021
Q2 | $1.87M | Sell |
8,078
-32
| -0.4% | -$7.39K | 1.01% | 29 |
|
|
2021
Q1 | $1.82M | Sell |
8,110
-1
| -0% | -$224 | 1.05% | 28 |
|
|
2020
Q4 | $1.74M | Sell |
8,111
-291
| -3% | -$62.4K | 1.07% | 26 |
|
|
2020
Q3 | $1.84M | Buy |
8,402
+15
| +0.2% | +$3.29K | 1.24% | 21 |
|
|
2020
Q2 | $1.55M | Sell |
8,387
-319
| -4% | -$58.8K | 1.14% | 24 |
|
|
2020
Q1 | $1.44M | Buy |
8,706
+434
| +5% | +$71.8K | 1.29% | 23 |
|
|
2019
Q4 | $1.64M | Buy |
8,272
+164
| +2% | +$32.4K | 1.13% | 25 |
|
|
2019
Q3 | $1.74M | Buy |
8,108
+71
| +0.9% | +$15.2K | 1.3% | 20 |
|
|
2019
Q2 | $1.67M | Buy |
8,037
+10
| +0.1% | +$2.08K | 1.24% | 21 |
|
|
2019
Q1 | $1.52M | Buy |
8,027
+98
| +1% | +$18.6K | 1.18% | 23 |
|
|
2018
Q4 | $1.41M | Sell |
7,929
-381
| -5% | -$67.7K | 1.25% | 22 |
|
|
2018
Q3 | $1.39M | Sell |
8,310
-726
| -8% | -$121K | 1.04% | 28 |
|
|
2018
Q2 | $1.42M | Sell |
9,036
-18
| -0.2% | -$2.82K | 1.04% | 30 |
|
|
2018
Q1 | $1.42M | Sell |
9,054
-51
| -0.6% | -$7.98K | 1.07% | 27 |
|
|
2017
Q4 | $1.57M | Sell |
9,105
-931
| -9% | -$160K | 1.15% | 23 |
|
|
2017
Q3 | $1.57M | Sell |
10,036
-320
| -3% | -$50.1K | 1.15% | 23 |
|
|
2017
Q2 | $1.59M | Sell |
10,356
-418
| -4% | -$64K | 1.19% | 21 |
|
|
2017
Q1 | $1.4M | Sell |
10,774
-642
| -6% | -$83.2K | 1.11% | 23 |
|
|
2016
Q4 | $1.39M | Sell |
11,416
-229
| -2% | -$27.9K | 1.15% | 22 |
|
|
2016
Q3 | $1.34M | Buy |
11,645
+528
| +5% | +$60.9K | 1.12% | 24 |
|
|
2016
Q2 | $1.34M | Sell |
11,117
-101
| -0.9% | -$12.2K | 1.21% | 20 |
|
|
2016
Q1 | $1.41M | Sell |
11,218
-56
| -0.5% | -$7.04K | 1.25% | 19 |
|
|
2015
Q4 | $1.33M | Sell |
11,274
-175
| -2% | -$20.7K | 1.2% | 18 |
|
|
2015
Q3 | $1.13M | Sell |
11,449
-499
| -4% | -$49.2K | 1.06% | 20 |
|
|
2015
Q2 | $1.14M | Sell |
11,948
-355
| -3% | -$33.8K | 0.98% | 28 |
|
|
2015
Q1 | $1.2M | Sell |
12,303
-367
| -3% | -$35.8K | 1.05% | 24 |
|
|
2014
Q4 | $1.19M | Sell |
12,670
-205
| -2% | -$19.2K | 1.03% | 23 |
|
|
2014
Q3 | $1.22M | Sell |
12,875
-237
| -2% | -$22.5K | 1.08% | 25 |
|
|
2014
Q2 | $1.32M | Buy |
13,112
+140
| +1% | +$14.1K | 1.14% | 22 |
|
|
2014
Q1 | $1.27M | Buy |
+12,972
| New | +$1.27M | 1.14% | 22 |
|