VAM
Verity Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Sell |
2,406
-2,598
| -52% | -$759K | 0.34% | 75 |
|
|
2025
Q1 | $1.56M | Buy |
5,004
+2,447
| +96% | +$764K | 0.64% | 48 |
|
|
2024
Q4 | $733K | Sell |
2,557
-2,091
| -45% | -$599K | 0.41% | 62 |
|
|
2024
Q3 | $1.41M | Buy |
4,648
+22
| +0.5% | +$6.69K | 0.53% | 48 |
|
|
2024
Q2 | $1.18M | Buy |
4,626
+2,278
| +97% | +$581K | 0.46% | 56 |
|
|
2024
Q1 | $662K | Buy |
2,348
+63
| +3% | +$17.8K | 0.37% | 69 |
|
|
2023
Q4 | $678K | Buy |
2,285
+295
| +15% | +$87.5K | 0.43% | 60 |
|
|
2023
Q3 | $524K | Sell |
1,990
-38
| -2% | -$10K | 0.39% | 72 |
|
|
2023
Q2 | $605K | Sell |
2,028
-2,342
| -54% | -$699K | 0.45% | 69 |
|
|
2023
Q1 | $1.22M | Buy |
4,370
+2,146
| +96% | +$600K | 0.73% | 38 |
|
|
2022
Q4 | $586K | Hold |
2,224
| – | – | 0.5% | 72 |
|
|
2022
Q3 | $513K | Buy |
+2,224
| New | +$513K | 0.53% | 72 |
|
|
2022
Q1 | $491K | Sell |
1,982
-831
| -30% | -$206K | 0.31% | 101 |
|
|
2021
Q4 | $754K | Buy |
2,813
+2
| +0.1% | +$536 | 0.45% | 62 |
|
|
2021
Q3 | $678K | Sell |
2,811
-631
| -18% | -$152K | 0.44% | 66 |
|
|
2021
Q2 | $795K | Buy |
3,442
+818
| +31% | +$189K | 0.44% | 58 |
|
|
2021
Q1 | $588K | Buy |
2,624
+269
| +11% | +$60.3K | 0.35% | 84 |
|
|
2020
Q4 | $505K | Buy |
2,355
+356
| +18% | +$76.3K | 0.35% | 79 |
|
|
2020
Q3 | $439K | Buy |
1,999
+35
| +2% | +$7.69K | 0.33% | 76 |
|
|
2020
Q2 | $337K | Buy |
+1,964
| New | +$337K | 0.31% | 81 |
|
|
2020
Q1 | – | Sell |
-1,015
| Closed | -$201K | – | 136 |
|
|
2019
Q4 | $201K | Buy |
1,015
+71
| +8% | +$14.1K | 0.2% | 119 |
|
|
2019
Q3 | $203K | Buy |
+944
| New | +$203K | 0.21% | 120 |
|
|
2019
Q1 | – | Sell |
-1,249
| Closed | -$222K | – | 122 |
|
|
2018
Q4 | $222K | Hold |
1,249
| – | – | 0.3% | 93 |
|
|
2018
Q3 | $209K | Buy |
+1,249
| New | +$209K | 0.21% | 120 |
|
|
2015
Q3 | – | Sell |
-2,174
| Closed | -$207K | – | 104 |
|
|
2015
Q2 | $207K | Hold |
2,174
| – | – | 0.19% | 83 |
|
|
2015
Q1 | $210K | Buy |
+2,174
| New | +$210K | 0.2% | 70 |
|