SAI
Systematic Alpha Investments’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28M | Hold |
96,001
| – | – | 1% | 21 |
|
|
2025
Q1 | $30M | Hold |
96,001
| – | – | 1.15% | 21 |
|
|
2024
Q4 | $27.8M | Hold |
96,001
| – | – | 1.03% | 24 |
|
|
2024
Q3 | $29.2M | Hold |
96,001
| – | – | 1.07% | 23 |
|
|
2024
Q2 | $24.5M | Hold |
96,001
| – | – | 0.93% | 24 |
|
|
2024
Q1 | $27.1M | Hold |
96,001
| – | – | 1.09% | 22 |
|
|
2023
Q4 | $28.5M | Hold |
96,001
| – | – | 1.28% | 18 |
|
|
2023
Q3 | $25.3M | Hold |
96,001
| – | – | 1.26% | 18 |
|
|
2023
Q2 | $28.6M | Hold |
96,001
| – | – | 1.39% | 17 |
|
|
2023
Q1 | $26.8M | Hold |
96,001
| – | – | 1.41% | 16 |
|
|
2022
Q4 | $25.3M | Hold |
96,001
| – | – | 1.28% | 17 |
|
|
2022
Q3 | $22.2M | Hold |
96,001
| – | – | 1.34% | 19 |
|
|
2022
Q2 | $23.7M | Hold |
96,001
| – | – | 1.34% | 18 |
|
|
2022
Q1 | $23.7M | Hold |
96,001
| – | – | 1.16% | 21 |
|
|
2021
Q4 | $25.7M | Hold |
96,001
| – | – | 1.2% | 20 |
|
|
2021
Q3 | $23.6M | Hold |
96,001
| – | – | 1.03% | 23 |
|
|
2021
Q2 | $22.4M | Buy |
96,001
+1
| +0% | +$233 | 1.02% | 23 |
|
|
2021
Q1 | $21.5M | Hold |
96,000
| – | – | 1.38% | 15 |
|
|
2020
Q4 | $20.6M | Buy |
+96,000
| New | +$20.6M | 2.24% | 14 |
|