SS
Sunbelt Securities’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
10,227
+1,595
| +18% | +$462K | 0.26% | 74 |
|
|
2025
Q1 | $2.7M | Sell |
8,632
-1,595
| -16% | -$498K | 0.24% | 74 |
|
|
2024
Q4 | $2.96M | Buy |
10,227
+696
| +7% | +$202K | 0.26% | 73 |
|
|
2024
Q3 | $2.9M | Sell |
9,531
-12
| -0.1% | -$3.65K | 0.28% | 75 |
|
|
2024
Q2 | $2.43M | Sell |
9,543
-78
| -0.8% | -$19.9K | 0.25% | 82 |
|
|
2024
Q1 | $2.71M | Buy |
9,621
+555
| +6% | +$156K | 0.3% | 70 |
|
|
2023
Q4 | $2.69M | Buy |
9,066
+438
| +5% | +$130K | 0.34% | 67 |
|
|
2023
Q3 | $2.27M | Buy |
8,628
+41
| +0.5% | +$10.8K | 0.31% | 64 |
|
|
2023
Q2 | $2.56M | Buy |
8,587
+272
| +3% | +$81.2K | 0.37% | 54 |
|
|
2023
Q1 | $2.31M | Buy |
8,315
+27
| +0.3% | +$7.5K | 0.37% | 58 |
|
|
2022
Q4 | $2.18M | Buy |
8,288
+373
| +5% | +$98.3K | 0.43% | 55 |
|
|
2022
Q3 | $1.83M | Buy |
7,915
+184
| +2% | +$42.4K | 0.39% | 66 |
|
|
2022
Q2 | $1.91M | Buy |
7,731
+518
| +7% | +$128K | 0.4% | 59 |
|
|
2022
Q1 | $1.8M | Buy |
7,213
+1,374
| +24% | +$342K | 0.33% | 78 |
|
|
2021
Q4 | $1.52M | Buy |
5,839
+745
| +15% | +$194K | 0.25% | 100 |
|
|
2021
Q3 | $1.2M | Hold |
5,094
| – | – | 0.22% | 122 |
|
|
2021
Q2 | $1.2M | Buy |
5,094
+111
| +2% | +$26.1K | 0.22% | 122 |
|
|
2021
Q1 | $1.12M | Sell |
4,983
-112
| -2% | -$25.1K | 0.22% | 124 |
|
|
2020
Q4 | $1.09M | Buy |
5,095
+49
| +1% | +$10.5K | 0.23% | 108 |
|
|
2020
Q3 | $1.11M | Buy |
5,046
+18
| +0.4% | +$3.95K | 0.31% | 89 |
|
|
2020
Q2 | $928K | Sell |
5,028
-1,407
| -22% | -$260K | 0.32% | 88 |
|
|
2020
Q1 | $1.11M | Sell |
6,435
-11,205
| -64% | -$1.93M | 0.05% | 137 |
|
|
2019
Q4 | $3.49M | Sell |
17,640
-182
| -1% | -$36K | 0.37% | 60 |
|
|
2019
Q3 | $3.83M | Buy |
17,822
+11,431
| +179% | +$2.45M | 0.43% | 51 |
|
|
2019
Q2 | $1.33M | Sell |
6,391
-2,883
| -31% | -$599K | 0.58% | 46 |
|
|
2019
Q1 | $1.76M | Sell |
9,274
-306
| -3% | -$58.1K | 0.88% | 32 |
|
|
2018
Q4 | $1.7M | Sell |
9,580
-1,452
| -13% | -$258K | 0.99% | 30 |
|
|
2018
Q3 | $1.85M | Sell |
11,032
-1,154
| -9% | -$193K | 0.99% | 29 |
|
|
2018
Q2 | $1.91M | Buy |
12,186
+7,346
| +152% | +$1.15M | 1.14% | 24 |
|
|
2018
Q1 | $757K | Buy |
4,840
+179
| +4% | +$28K | 0.69% | 33 |
|
|
2017
Q4 | $802K | Sell |
4,661
-53
| -1% | -$9.12K | 0.78% | 31 |
|
|
2017
Q3 | $739K | Buy |
4,714
+419
| +10% | +$65.7K | 0.78% | 32 |
|
|
2017
Q2 | $658K | Buy |
4,295
+37
| +0.9% | +$5.67K | 1.24% | 20 |
|
|
2017
Q1 | $552K | Buy |
4,258
+63
| +2% | +$8.17K | 0.83% | 28 |
|
|
2016
Q4 | $511K | Buy |
4,195
+12
| +0.3% | +$1.46K | 0.78% | 28 |
|
|
2016
Q3 | $483K | Buy |
4,183
+49
| +1% | +$5.66K | 0.58% | 40 |
|
|
2016
Q2 | $497K | Sell |
4,134
-26
| -0.6% | -$3.13K | 0.65% | 36 |
|
|
2016
Q1 | $523K | Buy |
4,160
+11
| +0.3% | +$1.38K | 0.76% | 29 |
|
|
2015
Q4 | $490K | Buy |
4,149
+11
| +0.3% | +$1.3K | 0.69% | 32 |
|
|
2015
Q3 | $408K | Buy |
4,138
+803
| +24% | +$79.2K | 0.55% | 42 |
|
|
2015
Q2 | $317K | Sell |
3,335
-38
| -1% | -$3.61K | 0.44% | 56 |
|
|
2015
Q1 | $329K | Sell |
3,373
-13
| -0.4% | -$1.27K | 0.49% | 47 |
|
|
2014
Q4 | $317K | Buy |
+3,386
| New | +$317K | 0.42% | 55 |
|