United Services Automobile Association’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-16,633
| Closed | -$5.11M | – | 615 |
|
2025
Q1 | $5.11M | Hold |
16,633
| – | – | 0.16% | 79 |
|
2024
Q4 | $4.82M | Sell |
16,633
-121
| -0.7% | -$35.1K | 0.16% | 85 |
|
2024
Q3 | $5.1M | Sell |
16,754
-3,904
| -19% | -$1.19M | 0.13% | 90 |
|
2024
Q2 | $5.26M | Sell |
20,658
-7,244
| -26% | -$1.85M | 0.13% | 90 |
|
2024
Q1 | $7.87M | Buy |
27,902
+6,291
| +29% | +$1.77M | 0.19% | 74 |
|
2023
Q4 | $6.41M | Buy |
21,611
+1,867
| +9% | +$554K | 0.14% | 104 |
|
2023
Q3 | $5.2M | Buy |
19,744
+2,204
| +13% | +$581K | 0.13% | 110 |
|
2023
Q2 | $5.23M | Buy |
17,540
+8
| +0% | +$2.39K | 0.15% | 108 |
|
2023
Q1 | $4.9M | Sell |
17,532
-163,847
| -90% | -$45.8M | 0.16% | 107 |
|
2022
Q4 | $47.8M | Sell |
181,379
-1,494
| -0.8% | -$394K | 1.09% | 22 |
|
2022
Q3 | $42.2M | Buy |
182,873
+858
| +0.5% | +$198K | 1.18% | 20 |
|
2022
Q2 | $44.9M | Buy |
182,015
+28,792
| +19% | +$7.11M | 1.17% | 18 |
|
2022
Q1 | $37.9M | Hold |
153,223
| – | – | 0.7% | 26 |
|
2021
Q4 | $41.1M | Sell |
153,223
-1,307
| -0.8% | -$350K | 0.69% | 29 |
|
2021
Q3 | $37.3M | Buy |
154,530
+11,714
| +8% | +$2.82M | 0.65% | 32 |
|
2021
Q2 | $33M | Buy |
142,816
+17,437
| +14% | +$4.03M | 0.61% | 29 |
|
2021
Q1 | $28.1M | Hold |
125,379
| – | – | 0.51% | 45 |
|
2020
Q4 | $26.9M | Buy |
125,379
+8,096
| +7% | +$1.74M | 0.46% | 49 |
|
2020
Q3 | $25.7M | Buy |
117,283
+15,791
| +16% | +$3.46M | 0.5% | 43 |
|
2020
Q2 | $18.7M | Sell |
101,492
-7,513
| -7% | -$1.38M | 0.39% | 53 |
|
2020
Q1 | $18M | Buy |
109,005
+11,827
| +12% | +$1.95M | 0.24% | 68 |
|
2019
Q4 | $19.2M | Sell |
97,178
-417
| -0.4% | -$82.4K | 0.22% | 73 |
|
2019
Q3 | $21M | Sell |
97,595
-529,541
| -84% | -$114M | 0.26% | 66 |
|
2019
Q2 | $130M | Sell |
627,136
-58,242
| -8% | -$12.1M | 0.32% | 66 |
|
2019
Q1 | $130M | Sell |
685,378
-20,764
| -3% | -$3.94M | 0.34% | 65 |
|
2018
Q4 | $125M | Sell |
706,142
-88,275
| -11% | -$15.7M | 0.36% | 56 |
|
2018
Q3 | $133M | Sell |
794,417
-13,427
| -2% | -$2.25M | 0.33% | 67 |
|
2018
Q2 | $127M | Sell |
807,844
-100,031
| -11% | -$15.7M | 0.34% | 64 |
|
2018
Q1 | $142M | Buy |
907,875
+35,400
| +4% | +$5.54M | 0.38% | 53 |
|
2017
Q4 | $150M | Buy |
872,475
+13,456
| +2% | +$2.32M | 0.41% | 50 |
|
2017
Q3 | $135M | Sell |
859,019
-16,403
| -2% | -$2.57M | 0.39% | 54 |
|
2017
Q2 | $134M | Buy |
875,422
+412,780
| +89% | +$63.2M | 0.41% | 54 |
|
2017
Q1 | $60M | Buy |
462,642
+6,513
| +1% | +$844K | 0.19% | 130 |
|
2016
Q4 | $55.5M | Sell |
456,129
-8,943
| -2% | -$1.09M | 0.19% | 126 |
|
2016
Q3 | $53.7M | Sell |
465,072
-68,978
| -13% | -$7.96M | 0.18% | 131 |
|
2016
Q2 | $64.3M | Sell |
534,050
-62,523
| -10% | -$7.52M | 0.23% | 106 |
|
2016
Q1 | $75M | Buy |
596,573
+51,003
| +9% | +$6.41M | 0.27% | 83 |
|
2015
Q4 | $64.5M | Buy |
545,570
+3,031
| +0.6% | +$358K | 0.23% | 102 |
|
2015
Q3 | $53.5M | Sell |
542,539
-47,106
| -8% | -$4.64M | 0.2% | 118 |
|
2015
Q2 | $56.1M | Buy |
589,645
+35,349
| +6% | +$3.36M | 0.2% | 125 |
|
2015
Q1 | $54M | Buy |
554,296
+6,036
| +1% | +$588K | 0.19% | 126 |
|
2014
Q4 | $51.4M | Sell |
548,260
-51,994
| -9% | -$4.87M | 0.18% | 136 |
|
2014
Q3 | $56.9M | Buy |
600,254
+33,193
| +6% | +$3.15M | 0.21% | 111 |
|
2014
Q2 | $57.1M | Buy |
567,061
+1,808
| +0.3% | +$182K | 0.21% | 108 |
|
2014
Q1 | $55.4M | Buy |
565,253
+8,109
| +1% | +$795K | 0.22% | 108 |
|
2013
Q4 | $54.1M | Sell |
557,144
-74,913
| -12% | -$7.27M | 0.22% | 111 |
|
2013
Q3 | $60.8M | Buy |
632,057
+37,124
| +6% | +$3.57M | 0.26% | 90 |
|
2013
Q2 | $58.9M | Buy |
+594,933
| New | +$58.9M | 0.27% | 87 |
|