TAM
Troy Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.4M | Sell |
87,002
-7,295
| -8% | -$2.13M | 0.7% | 24 |
|
|
2025
Q1 | $29.5M | Sell |
94,297
-6,629
| -7% | -$2.07M | 0.95% | 23 |
|
|
2024
Q4 | $29.3M | Sell |
100,926
-35,441
| -26% | -$10.3M | 0.98% | 23 |
|
|
2024
Q3 | $41.5M | Sell |
136,367
-11,165
| -8% | -$3.4M | 1.34% | 19 |
|
|
2024
Q2 | $37.6M | Sell |
147,532
-19,509
| -12% | -$4.97M | 1.25% | 21 |
|
|
2024
Q1 | $47.1M | Buy |
167,041
+6,761
| +4% | +$1.91M | 1.46% | 17 |
|
|
2023
Q4 | $47.5M | Sell |
160,280
-3,570
| -2% | -$1.06M | 1.53% | 17 |
|
|
2023
Q3 | $43.2M | Sell |
163,850
-3,054
| -2% | -$805K | 1.36% | 19 |
|
|
2023
Q2 | $49.8M | Buy |
166,904
+7,861
| +5% | +$2.35M | 1.47% | 18 |
|
|
2023
Q1 | $44.5M | Buy |
159,043
+2,526
| +2% | +$706K | 1.34% | 19 |
|
|
2022
Q4 | $41.2M | Buy |
156,517
+25,903
| +20% | +$6.83M | 1.17% | 20 |
|
|
2022
Q3 | $30.1M | Buy |
130,614
+9,755
| +8% | +$2.25M | 0.87% | 21 |
|
|
2022
Q2 | $29.8M | Buy |
120,859
+17,976
| +17% | +$4.44M | 0.62% | 22 |
|
|
2022
Q1 | $25.4M | Buy |
102,883
+8,178
| +9% | +$2.02M | 0.46% | 24 |
|
|
2021
Q4 | $25.4M | Buy |
94,705
+2,305
| +2% | +$618K | 0.45% | 24 |
|
|
2021
Q3 | $22.3M | Buy |
92,400
+2,500
| +3% | +$603K | 0.42% | 24 |
|
|
2021
Q2 | $20.8M | Buy |
89,900
+4,000
| +5% | +$924K | 0.36% | 26 |
|
|
2021
Q1 | $19.3M | Buy |
85,900
+4,900
| +6% | +$1.1M | 0.36% | 28 |
|
|
2020
Q4 | $17.4M | Buy |
81,000
+40,000
| +98% | +$8.58M | 0.36% | 26 |
|
|
2020
Q3 | $9M | Buy |
41,000
+13,000
| +46% | +$2.85M | 0.22% | 32 |
|
|
2020
Q2 | $5.17M | Buy |
28,000
+4,000
| +17% | +$738K | 0.15% | 35 |
|
|
2020
Q1 | $3.97M | Buy |
24,000
+3,000
| +14% | +$496K | 0.13% | 34 |
|
|
2019
Q4 | $4.15M | Buy |
21,000
+2,000
| +11% | +$395K | 0.15% | 34 |
|
|
2019
Q3 | $4.08M | Hold |
19,000
| – | – | 0.16% | 32 |
|
|
2019
Q2 | $3.95M | Hold |
19,000
| – | – | 0.17% | 33 |
|
|
2019
Q1 | $3.61M | Hold |
19,000
| – | – | 0.18% | 32 |
|
|
2018
Q4 | $3.37M | Hold |
19,000
| – | – | 0.17% | 30 |
|
|
2018
Q3 | $3.18M | Buy |
19,000
+2,000
| +12% | +$335K | 0.15% | 30 |
|
|
2018
Q2 | $2.66M | Hold |
17,000
| – | – | 0.14% | 34 |
|
|
2018
Q1 | $2.66M | Sell |
17,000
-3,900
| -19% | -$610K | 0.12% | 32 |
|
|
2017
Q4 | $3.6M | Hold |
20,900
| – | – | 0.15% | 29 |
|
|
2017
Q3 | $3.28M | Buy |
+20,900
| New | +$3.28M | 0.15% | 31 |
|