David Katz - Matrix Asset Advisors
Holding/activity history for McDonald's Corp. (MCD)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q1 | 1,067 | 0.04 | Reduce 5.83% | 0.00 | $282.10 |
| 2023 Q4 | 1,133 | 0.04 | Add 0.27% | 0.00 | $296.56 |
| 2023 Q3 | 1,130 | 0.04 | Reduce 14.78% | 0.01 | $263.72 |
| 2023 Q2 | 1,326 | 0.05 | Add 72.88% | 0.02 | $298.64 |
| 2023 Q1 | 767 | 0.03 | Buy | 0.03 | $279.01 |
| 2016 Q1 | 0 | 0 | Sell 100.00% | 2.87 | |
| 2015 Q4 | 16,600 | 2.87 | Reduce 17.41% | 0.61 | $118.13 |
| 2015 Q3 | 20,100 | 3.01 | Reduce 4.29% | 0.13 | $98.51 |
| 2015 Q2 | 21,000 | 2.71 | $95.05 | ||
| 2015 Q1 | 21,000 | 2.74 | $97.43 | ||
| 2014 Q4 | 21,000 | 2.63 | Add 7.69% | 0.19 | $93.71 |
| 2014 Q3 | 19,500 | 2.48 | Reduce 2.01% | 0.05 | $94.82 |
| 2014 Q2 | 19,900 | 2.48 | Reduce 18.78% | 0.57 | $100.75 |
| 2014 Q1 | 24,500 | 2.92 | Add 19.51% | 0.48 | $98.04 |
| 2013 Q4 | 20,500 | 2.59 | Add 25.00% | 0.52 | $97.02 |
| 2013 Q3 | 16,400 | 2.24 | Buy | 2.24 | $96.22 |