SAM
Summit Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
1,466
+5
| +0.3% | +$1.46K | 0.07% | 113 |
|
|
2025
Q1 | $456K | Buy |
1,461
+1
| +0.1% | +$312 | 0.08% | 103 |
|
|
2024
Q4 | $423K | Buy |
1,460
+1
| +0.1% | +$290 | 0.07% | 112 |
|
|
2024
Q3 | $444K | Sell |
1,459
-3
| -0.2% | -$914 | 0.08% | 106 |
|
|
2024
Q2 | $372K | Buy |
1,462
+1
| +0.1% | +$255 | 0.08% | 109 |
|
|
2024
Q1 | $412K | Buy |
1,461
+1
| +0.1% | +$282 | 0.09% | 101 |
|
|
2023
Q4 | $433K | Sell |
1,460
-15
| -1% | -$4.45K | 0.1% | 93 |
|
|
2023
Q3 | $388K | Buy |
1,475
+1
| +0.1% | +$263 | 0.11% | 97 |
|
|
2023
Q2 | $440K | Buy |
1,474
+1
| +0.1% | +$298 | 0.12% | 91 |
|
|
2023
Q1 | $412K | Sell |
1,473
-50
| -3% | -$14K | 0.11% | 93 |
|
|
2022
Q4 | $401K | Sell |
1,523
-199
| -12% | -$52.4K | 0.12% | 100 |
|
|
2022
Q3 | $397K | Buy |
1,722
+1
| +0.1% | +$231 | 0.13% | 89 |
|
|
2022
Q2 | $425K | Sell |
1,721
-118
| -6% | -$29.1K | 0.13% | 93 |
|
|
2022
Q1 | $455K | Buy |
1,839
+1
| +0.1% | +$247 | 0.13% | 91 |
|
|
2021
Q4 | $493K | Buy |
1,838
+168
| +10% | +$45.1K | 0.14% | 89 |
|
|
2021
Q3 | $403K | Sell |
1,670
-25
| -1% | -$6.03K | 0.13% | 100 |
|
|
2021
Q2 | $391K | Buy |
1,695
+4
| +0.2% | +$923 | 0.12% | 99 |
|
|
2021
Q1 | $379K | Buy |
1,691
+100
| +6% | +$22.4K | 0.13% | 98 |
|
|
2020
Q4 | $341K | Sell |
1,591
-10
| -0.6% | -$2.14K | 0.12% | 102 |
|
|
2020
Q3 | $351K | Buy |
1,601
+12
| +0.8% | +$2.63K | 0.15% | 87 |
|
|
2020
Q2 | $293K | Hold |
1,589
| – | – | 0.13% | 90 |
|
|
2020
Q1 | $263K | Buy |
1,589
+1
| +0.1% | +$166 | 0.14% | 88 |
|
|
2019
Q4 | $314K | Buy |
1,588
+1
| +0.1% | +$198 | 0.13% | 87 |
|
|
2019
Q3 | $341K | Buy |
1,587
+1
| +0.1% | +$215 | 0.16% | 72 |
|
|
2019
Q2 | $329K | Hold |
1,586
| – | – | 0.16% | 74 |
|
|
2019
Q1 | $301K | Buy |
1,586
+1
| +0.1% | +$190 | 0.15% | 78 |
|
|
2018
Q4 | $281K | Buy |
1,585
+1
| +0.1% | +$177 | 0.16% | 77 |
|
|
2018
Q3 | $265K | Hold |
1,584
| – | – | 0.12% | 88 |
|
|
2018
Q2 | $248K | Buy |
1,584
+104
| +7% | +$16.3K | 0.12% | 91 |
|
|
2018
Q1 | $231K | Hold |
1,480
| – | – | 0.11% | 97 |
|
|
2017
Q4 | $255K | Hold |
1,480
| – | – | 0.12% | 92 |
|
|
2017
Q3 | $232K | Hold |
1,480
| – | – | 0.12% | 95 |
|
|
2017
Q2 | $227K | Buy |
+1,480
| New | +$227K | 0.12% | 95 |
|
|
2014
Q1 | – | Sell |
-2,105
| Closed | -$204K | – | 88 |
|
|
2013
Q4 | $204K | Hold |
2,105
| – | – | 0.16% | 82 |
|
|
2013
Q3 | $203K | Buy |
+2,105
| New | +$203K | 0.18% | 78 |
|