SFS
Summit Financial Strategies’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Hold |
1,695
| – | – | 0.05% | 88 |
|
|
2025
Q1 | $529K | Sell |
1,695
-3
| -0.2% | -$937 | 0.05% | 80 |
|
|
2024
Q4 | $492K | Buy |
1,698
+3
| +0.2% | +$869 | 0.05% | 84 |
|
|
2024
Q3 | $516K | Sell |
1,695
-243
| -13% | -$74K | 0.06% | 78 |
|
|
2024
Q2 | $494K | Buy |
1,938
+31
| +2% | +$7.9K | 0.06% | 77 |
|
|
2024
Q1 | $538K | Sell |
1,907
-12
| -0.6% | -$3.38K | 0.08% | 72 |
|
|
2023
Q4 | $569K | Sell |
1,919
-35
| -2% | -$10.4K | 0.09% | 67 |
|
|
2023
Q3 | $515K | Buy |
1,954
+452
| +30% | +$119K | 0.1% | 64 |
|
|
2023
Q2 | $448K | Hold |
1,502
| – | – | 0.08% | 70 |
|
|
2023
Q1 | $420K | Sell |
1,502
-576
| -28% | -$161K | 0.08% | 79 |
|
|
2022
Q4 | $548K | Sell |
2,078
-16
| -0.8% | -$4.22K | 0.12% | 59 |
|
|
2022
Q3 | $483K | Sell |
2,094
-161
| -7% | -$37.1K | 0.11% | 60 |
|
|
2022
Q2 | $557K | Buy |
2,255
+605
| +37% | +$149K | 0.13% | 55 |
|
|
2022
Q1 | $408K | Sell |
1,650
-23
| -1% | -$5.69K | 0.08% | 71 |
|
|
2021
Q4 | $449K | Sell |
1,673
-500
| -23% | -$134K | 0.09% | 70 |
|
|
2021
Q3 | $524K | Sell |
2,173
-26
| -1% | -$6.27K | 0.1% | 60 |
|
|
2021
Q2 | $508K | Buy |
2,199
+600
| +38% | +$139K | 0.1% | 61 |
|
|
2021
Q1 | $358K | Sell |
1,599
-54
| -3% | -$12.1K | 0.13% | 46 |
|
|
2020
Q4 | $355K | Buy |
1,653
+160
| +11% | +$34.4K | 0.12% | 56 |
|
|
2020
Q3 | $328K | Sell |
1,493
-71
| -5% | -$15.6K | 0.13% | 51 |
|
|
2020
Q2 | $289K | Hold |
1,564
| – | – | 0.13% | 60 |
|
|
2020
Q1 | $259K | Sell |
1,564
-99
| -6% | -$16.4K | 0.14% | 50 |
|
|
2019
Q4 | $329K | Hold |
1,663
| – | – | 0.16% | 46 |
|
|
2019
Q3 | $357K | Hold |
1,663
| – | – | 0.17% | 37 |
|
|
2019
Q2 | $345K | Sell |
1,663
-30
| -2% | -$6.22K | 0.17% | 35 |
|
|
2019
Q1 | $322K | Buy |
1,693
+135
| +9% | +$25.7K | 0.16% | 37 |
|
|
2018
Q4 | $277K | Hold |
1,558
| – | – | 0.16% | 44 |
|
|
2018
Q3 | $261K | Hold |
1,558
| – | – | 0.12% | 46 |
|
|
2018
Q2 | $244K | Hold |
1,558
| – | – | 0.12% | 44 |
|
|
2018
Q1 | $244K | Hold |
1,558
| – | – | 0.13% | 43 |
|
|
2017
Q4 | $268K | Hold |
1,558
| – | – | 0.14% | 41 |
|
|
2017
Q3 | $244K | Hold |
1,558
| – | – | 0.14% | 41 |
|
|
2017
Q2 | $239K | Hold |
1,558
| – | – | 0.14% | 42 |
|
|
2017
Q1 | $202K | Buy |
+1,558
| New | +$202K | 0.15% | 37 |
|