SFS
Strategic Financial Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Buy |
1,815
+25
| +1% | +$7.31K | 0.03% | 86 |
|
|
2025
Q1 | $559K | Hold |
1,790
| – | – | 0.03% | 81 |
|
|
2024
Q4 | $519K | Buy |
1,790
+975
| +120% | +$283K | 0.03% | 93 |
|
|
2024
Q3 | $248K | Hold |
815
| – | – | 0.01% | 124 |
|
|
2024
Q2 | $208K | Hold |
815
| – | – | 0.01% | 130 |
|
|
2024
Q1 | $230K | Buy |
815
+14
| +2% | +$3.95K | 0.01% | 120 |
|
|
2023
Q4 | $238K | Sell |
801
-251
| -24% | -$74.4K | 0.02% | 116 |
|
|
2023
Q3 | $277K | Hold |
1,052
| – | – | 0.02% | 106 |
|
|
2023
Q2 | $303K | Buy |
+1,052
| New | +$303K | 0.02% | 107 |
|
|
2020
Q3 | – | Sell |
-1,863
| Closed | -$344K | – | 129 |
|
|
2020
Q2 | $344K | Hold |
1,863
| – | – | 0.04% | 103 |
|
|
2020
Q1 | $308K | Buy |
1,863
+42
| +2% | +$6.94K | 0.04% | 103 |
|
|
2019
Q4 | $360K | Sell |
1,821
-160
| -8% | -$31.6K | 0.04% | 112 |
|
|
2019
Q3 | $425K | Hold |
1,981
| – | – | 0.05% | 110 |
|
|
2019
Q2 | $411K | Buy |
1,981
+255
| +15% | +$52.9K | 0.05% | 110 |
|
|
2019
Q1 | $328K | Sell |
1,726
-82
| -5% | -$15.6K | 0.05% | 115 |
|
|
2018
Q4 | $321K | Buy |
1,808
+106
| +6% | +$18.8K | 0.05% | 115 |
|
|
2018
Q3 | $285K | Sell |
1,702
-32
| -2% | -$5.36K | 0.04% | 109 |
|
|
2018
Q2 | $272K | Sell |
1,734
-10
| -0.6% | -$1.57K | 0.04% | 112 |
|
|
2018
Q1 | $273K | Sell |
1,744
-23
| -1% | -$3.6K | 0.04% | 104 |
|
|
2017
Q4 | $304K | Sell |
1,767
-75
| -4% | -$12.9K | 0.05% | 111 |
|
|
2017
Q3 | $289K | Sell |
1,842
-781
| -30% | -$123K | 0.05% | 110 |
|
|
2017
Q2 | $402K | Buy |
+2,623
| New | +$402K | 0.07% | 101 |
|
|
2016
Q2 | – | Sell |
-21,132
| Closed | -$2.66M | – | 100 |
|
|
2016
Q1 | $2.66M | Sell |
21,132
-5,701
| -21% | -$717K | 0.62% | 69 |
|
|
2015
Q4 | $3.17M | Buy |
26,833
+560
| +2% | +$66.2K | 0.83% | 43 |
|
|
2015
Q3 | $2.59M | Buy |
26,273
+660
| +3% | +$65K | 0.72% | 63 |
|
|
2015
Q2 | $2.44M | Sell |
25,613
-1,710
| -6% | -$163K | 0.68% | 71 |
|
|
2015
Q1 | $2.66M | Sell |
27,323
-222
| -0.8% | -$21.6K | 0.69% | 72 |
|
|
2014
Q4 | $2.58M | Buy |
27,545
+90
| +0.3% | +$8.43K | 0.7% | 73 |
|
|
2014
Q3 | $2.6M | Buy |
27,455
+450
| +2% | +$42.7K | 0.73% | 68 |
|
|
2014
Q2 | $2.72M | Buy |
27,005
+75
| +0.3% | +$7.55K | 0.75% | 64 |
|
|
2014
Q1 | $2.64M | Buy |
26,930
+1,110
| +4% | +$109K | 0.77% | 68 |
|
|
2013
Q4 | $2.51M | Sell |
25,820
-210
| -0.8% | -$20.4K | 0.79% | 61 |
|
|
2013
Q3 | $2.5M | Buy |
26,030
+1,000
| +4% | +$96.2K | 0.84% | 48 |
|
|
2013
Q2 | $2.48M | Buy |
+25,030
| New | +$2.48M | 0.88% | 47 |
|