YIA
YHB Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.18M | Sell |
28,006
-86
| -0.3% | -$25.1K | 0.63% | 44 |
|
|
2025
Q1 | $8.78M | Sell |
28,092
-955
| -3% | -$298K | 0.73% | 34 |
|
|
2024
Q4 | $8.42M | Sell |
29,047
-5,404
| -16% | -$1.57M | 0.69% | 35 |
|
|
2024
Q3 | $10.5M | Sell |
34,451
-343
| -1% | -$104K | 0.87% | 28 |
|
|
2024
Q2 | $8.87M | Sell |
34,794
-189
| -0.5% | -$48.2K | 0.76% | 33 |
|
|
2024
Q1 | $9.86M | Buy |
34,983
+69
| +0.2% | +$19.5K | 0.87% | 26 |
|
|
2023
Q4 | $10.4M | Sell |
34,914
-2,740
| -7% | -$812K | 1% | 23 |
|
|
2023
Q3 | $9.92M | Buy |
37,654
+179
| +0.5% | +$47.2K | 0.92% | 28 |
|
|
2023
Q2 | $11.2M | Sell |
37,475
-418
| -1% | -$125K | 1.04% | 21 |
|
|
2023
Q1 | $10.6M | Sell |
37,893
-405
| -1% | -$113K | 1.06% | 24 |
|
|
2022
Q4 | $10.1M | Buy |
38,298
+104
| +0.3% | +$27.4K | 1.08% | 24 |
|
|
2022
Q3 | $8.81M | Buy |
38,194
+149
| +0.4% | +$34.4K | 0.98% | 24 |
|
|
2022
Q2 | $9.39M | Sell |
38,045
-582
| -2% | -$144K | 0.99% | 25 |
|
|
2022
Q1 | $9.55M | Sell |
38,627
-278
| -0.7% | -$68.7K | 0.84% | 30 |
|
|
2021
Q4 | $10.4M | Buy |
38,905
+18
| +0% | +$4.83K | 0.83% | 33 |
|
|
2021
Q3 | $9.38M | Buy |
38,887
+299
| +0.8% | +$72.1K | 0.81% | 31 |
|
|
2021
Q2 | $8.91M | Sell |
38,588
-29
| -0.1% | -$6.7K | 0.76% | 35 |
|
|
2021
Q1 | $9M | Sell |
38,617
-106
| -0.3% | -$24.7K | 0.78% | 37 |
|
|
2020
Q4 | $8.31M | Buy |
38,723
+50
| +0.1% | +$10.7K | 0.79% | 35 |
|
|
2020
Q3 | $8.49M | Sell |
38,673
-5,434
| -12% | -$1.19M | 0.92% | 30 |
|
|
2020
Q2 | $8.14M | Buy |
44,107
+759
| +2% | +$140K | 1.17% | 25 |
|
|
2020
Q1 | $7.17M | Buy |
43,348
+207
| +0.5% | +$34.2K | 1.24% | 24 |
|
|
2019
Q4 | $8.53M | Buy |
43,141
+294
| +0.7% | +$58.1K | 1.22% | 23 |
|
|
2019
Q3 | $9.2M | Buy |
42,847
+413
| +1% | +$88.7K | 1.4% | 20 |
|
|
2019
Q2 | $8.81M | Sell |
42,434
-1,984
| -4% | -$412K | 1.4% | 21 |
|
|
2019
Q1 | $8.44M | Sell |
44,418
-318
| -0.7% | -$60.4K | 1.32% | 22 |
|
|
2018
Q4 | $7.94M | Buy |
44,736
+3,016
| +7% | +$536K | 1.42% | 21 |
|
|
2018
Q3 | $6.98M | Buy |
41,720
+120
| +0.3% | +$20.1K | 1.05% | 29 |
|
|
2018
Q2 | $6.52M | Sell |
41,600
-306
| -0.7% | -$47.9K | 1.07% | 26 |
|
|
2018
Q1 | $6.55M | Buy |
41,906
+919
| +2% | +$144K | 1.11% | 27 |
|
|
2017
Q4 | $7.06M | Sell |
40,987
-111
| -0.3% | -$19.1K | 1.2% | 24 |
|
|
2017
Q3 | $6.44M | Sell |
41,098
-2,835
| -6% | -$444K | 1.15% | 28 |
|
|
2017
Q2 | $6.73M | Buy |
43,933
+2,439
| +6% | +$374K | 1.15% | 25 |
|
|
2017
Q1 | $5.81M | Buy |
41,494
+226
| +0.5% | +$31.6K | 1.11% | 27 |
|
|
2016
Q4 | $5.02M | Buy |
41,268
+473
| +1% | +$57.6K | 1.05% | 33 |
|
|
2016
Q3 | $4.71M | Buy |
40,795
+568
| +1% | +$65.5K | 1.14% | 29 |
|
|
2016
Q2 | $4.84M | Sell |
40,227
-269
| -0.7% | -$32.4K | 1.06% | 33 |
|
|
2016
Q1 | $5.09M | Sell |
40,496
-633
| -2% | -$79.6K | 1.37% | 26 |
|
|
2015
Q4 | $4.86M | Buy |
41,129
+32
| +0.1% | +$3.78K | 1.1% | 33 |
|
|
2015
Q3 | $4.05M | Sell |
41,097
-271
| -0.7% | -$26.7K | 0.96% | 34 |
|
|
2015
Q2 | $3.93M | Buy |
41,368
+103
| +0.2% | +$9.79K | 0.86% | 38 |
|
|
2015
Q1 | $4.02M | Sell |
41,265
-8,162
| -17% | -$795K | 0.9% | 33 |
|
|
2014
Q4 | $4.63M | Sell |
49,427
-3,025
| -6% | -$283K | 1.06% | 29 |
|
|
2014
Q3 | $4.97M | Buy |
52,452
+2,431
| +5% | +$230K | 1.19% | 26 |
|
|
2014
Q2 | $5.04M | Buy |
50,021
+1,267
| +3% | +$128K | 1.22% | 24 |
|
|
2014
Q1 | $4.78M | Buy |
48,754
+3,098
| +7% | +$304K | 1.21% | 24 |
|
|
2013
Q4 | $4.43M | Sell |
45,656
-216
| -0.5% | -$21K | 1.19% | 25 |
|
|
2013
Q3 | $4.41M | Sell |
45,872
-412
| -0.9% | -$39.6K | 1.31% | 23 |
|
|
2013
Q2 | $4.58M | Buy |
+46,284
| New | +$4.58M | 1.43% | 19 |
|