VNA
Valley National Advisers’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Buy |
13,033
+10
| +0.1% | +$2.92K | 0.62% | 29 |
|
|
2025
Q1 | $4.07M | Buy |
13,023
+263
| +2% | +$82.1K | 0.73% | 23 |
|
|
2024
Q4 | $3.7M | Buy |
12,760
+212
| +2% | +$61.4K | 0.66% | 28 |
|
|
2024
Q3 | $3.82M | Buy |
12,548
+2,028
| +19% | +$617K | 0.69% | 30 |
|
|
2024
Q2 | $2.68M | Sell |
10,520
-478
| -4% | -$122K | 0.4% | 58 |
|
|
2024
Q1 | $3.1M | Sell |
10,998
-209
| -2% | -$58.9K | 0.47% | 51 |
|
|
2023
Q4 | $3.32M | Buy |
11,207
+333
| +3% | +$98.7K | 0.53% | 43 |
|
|
2023
Q3 | $2.87M | Sell |
10,874
-211
| -2% | -$55.6K | 0.5% | 44 |
|
|
2023
Q2 | $3.31M | Sell |
11,085
-454
| -4% | -$136K | 0.56% | 42 |
|
|
2023
Q1 | $3.38M | Sell |
11,539
-280
| -2% | -$82.1K | 0.6% | 41 |
|
|
2022
Q4 | $3.18M | Sell |
11,819
-73
| -0.6% | -$19.6K | 0.57% | 42 |
|
|
2022
Q3 | $2.96M | Sell |
11,892
-257
| -2% | -$64K | 0.62% | 42 |
|
|
2022
Q2 | $3.07M | Sell |
12,149
-105
| -0.9% | -$26.6K | 0.65% | 35 |
|
|
2022
Q1 | $3.03M | Sell |
12,254
-379
| -3% | -$93.7K | 0.58% | 42 |
|
|
2021
Q4 | $3.39M | Sell |
12,633
-189
| -1% | -$50.7K | 0.62% | 31 |
|
|
2021
Q3 | $3.09M | Buy |
12,822
+50
| +0.4% | +$12.1K | 0.56% | 34 |
|
|
2021
Q2 | $2.95M | Sell |
12,772
-158
| -1% | -$36.5K | 0.54% | 32 |
|
|
2021
Q1 | $2.9M | Sell |
12,930
-186
| -1% | -$41.7K | 0.57% | 28 |
|
|
2020
Q4 | $2.82M | Sell |
13,116
-758
| -5% | -$163K | 0.59% | 28 |
|
|
2020
Q3 | $3.05M | Sell |
13,874
-1,238
| -8% | -$272K | 0.7% | 24 |
|
|
2020
Q2 | $2.79M | Sell |
15,112
-3,489
| -19% | -$644K | 0.64% | 24 |
|
|
2020
Q1 | $3.08M | Sell |
18,601
-1,020
| -5% | -$169K | 0.85% | 23 |
|
|
2019
Q4 | $3.88M | Sell |
19,621
-1,080
| -5% | -$213K | 0.97% | 18 |
|
|
2019
Q3 | $4.45M | Sell |
20,701
-388
| -2% | -$83.3K | 1.22% | 15 |
|
|
2019
Q2 | $4.38M | Sell |
21,089
-329
| -2% | -$68.3K | 1.2% | 17 |
|
|
2019
Q1 | $4.07M | Sell |
21,418
-977
| -4% | -$186K | 1.17% | 18 |
|
|
2018
Q4 | $3.98M | Sell |
22,395
-439
| -2% | -$78K | 1.29% | 16 |
|
|
2018
Q3 | $3.82M | Sell |
22,834
-115
| -0.5% | -$19.2K | 1.32% | 16 |
|
|
2018
Q2 | $3.6M | Sell |
22,949
-355
| -2% | -$55.6K | 1.37% | 15 |
|
|
2018
Q1 | $3.64M | Sell |
23,304
-283
| -1% | -$44.3K | 1.35% | 13 |
|
|
2017
Q4 | $4.06M | Sell |
23,587
-558
| -2% | -$96K | 1.41% | 10 |
|
|
2017
Q3 | $3.78M | Sell |
24,145
-1,982
| -8% | -$311K | 1.29% | 10 |
|
|
2017
Q2 | $4M | Sell |
26,127
-2,588
| -9% | -$396K | 1.44% | 8 |
|
|
2017
Q1 | $3.72M | Sell |
28,715
-11,944
| -29% | -$1.55M | 1.42% | 13 |
|
|
2016
Q4 | $4.95M | Buy |
40,659
+3,069
| +8% | +$374K | 2.27% | 9 |
|
|
2016
Q3 | $4.34M | Sell |
37,590
-149
| -0.4% | -$17.2K | 2.24% | 10 |
|
|
2016
Q2 | $4.54M | Sell |
37,739
-467
| -1% | -$56.2K | 2.36% | 5 |
|
|
2016
Q1 | $4.8M | Sell |
38,206
-421
| -1% | -$52.9K | 2.57% | 3 |
|
|
2015
Q4 | $4.56M | Buy |
38,627
+12
| +0% | +$1.42K | 2.69% | 4 |
|
|
2015
Q3 | $3.81M | Sell |
38,615
-365
| -0.9% | -$36K | 2.3% | 7 |
|
|
2015
Q2 | $3.71M | Sell |
38,980
-766
| -2% | -$72.8K | 2.09% | 7 |
|
|
2015
Q1 | $3.87M | Buy |
39,746
+3,222
| +9% | +$314K | 2.28% | 7 |
|
|
2014
Q4 | $3.54M | Buy |
+36,524
| New | +$3.54M | 2.67% | 9 |
|