VPIM
Vanguard Personalized Indexing Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.7M | Buy |
105,136
+15,699
| +18% | +$4.59M | 0.35% | 38 |
|
|
2025
Q1 | $27.9M | Buy |
89,437
+7,089
| +9% | +$2.21M | 0.41% | 30 |
|
|
2024
Q4 | $23.9M | Buy |
82,348
+4,962
| +6% | +$1.44M | 0.36% | 33 |
|
|
2024
Q3 | $23.6M | Buy |
77,386
+13,647
| +21% | +$4.16M | 0.38% | 33 |
|
|
2024
Q2 | $16.2M | Sell |
63,739
-630
| -1% | -$160K | 0.31% | 44 |
|
|
2024
Q1 | $18.1M | Buy |
64,369
+6,234
| +11% | +$1.76M | 0.39% | 35 |
|
|
2023
Q4 | $17.2M | Sell |
58,135
-2,425
| -4% | -$719K | 0.44% | 28 |
|
|
2023
Q3 | $16M | Buy |
60,560
+2,555
| +4% | +$673K | 0.48% | 30 |
|
|
2023
Q2 | $17.3M | Buy |
58,005
+4,456
| +8% | +$1.33M | 0.53% | 25 |
|
|
2023
Q1 | $15M | Buy |
53,549
+6,033
| +13% | +$1.69M | 0.52% | 26 |
|
|
2022
Q4 | $12.5M | Sell |
47,516
-263
| -0.6% | -$69.3K | 0.52% | 27 |
|
|
2022
Q3 | $11M | Buy |
47,779
+4,446
| +10% | +$1.03M | 0.5% | 27 |
|
|
2022
Q2 | $10.7M | Buy |
43,333
+10,153
| +31% | +$2.51M | 0.5% | 27 |
|
|
2022
Q1 | $8.21M | Buy |
33,180
+4,935
| +17% | +$1.22M | 0.4% | 35 |
|
|
2021
Q4 | $7.57M | Buy |
28,245
+11,134
| +65% | +$2.98M | 0.45% | 32 |
|
|
2021
Q3 | $4.13M | Buy |
17,111
+2,540
| +17% | +$612K | 0.37% | 41 |
|
|
2021
Q2 | $3.37M | Buy |
14,571
+3,332
| +30% | +$770K | 0.35% | 40 |
|
|
2021
Q1 | $2.52M | Buy |
11,239
+3,240
| +41% | +$726K | 0.38% | 46 |
|
|
2020
Q4 | $1.72M | Buy |
7,999
+101
| +1% | +$21.7K | 0.37% | 56 |
|
|
2020
Q3 | $1.73M | Buy |
7,898
+1,380
| +21% | +$303K | 0.49% | 44 |
|
|
2020
Q2 | $1.2M | Buy |
6,518
+312
| +5% | +$57.5K | 0.55% | 38 |
|
|
2020
Q1 | $1.03M | Buy |
+6,206
| New | +$1.03M | 0.6% | 38 |
|