Gardner Russo & Quinn (Tom Russo) — MCD Trade History
Quarter-by-quarter changes in the McDonalds Corp position · CUSIP 580135101
Currently held · >10 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Hold | 947 | — | 0.0% | $256.0K | 0.00% |
| 2026 Q1 | 2026-05-13 | Add | 947 | 42 | +4.6% | $294.3K | 0.00% |
| 2025 Q4 | 2026-02-12 | Add | 905 | 200 | +28.4% | $276.6K | 0.00% |
| 2025 Q3 | 2025-11-12 | Hold | 705 | — | 0.0% | $214.2K | 0.00% |
| 2025 Q2 | 2025-08-13 | Hold | 705 | — | 0.0% | $206.0K | 0.00% |
| 2025 Q1 | 2025-05-13 | Hold | 705 | — | 0.0% | $220.2K | 0.00% |
| 2024 Q4 | 2025-02-12 | Hold | 705 | — | 0.0% | $204.4K | 0.00% |
| 2024 Q3 | 2024-11-13 | Reduce | 705 | -492 | -41.1% | $214.7K | 0.00% |
| 2024 Q2 | 2024-08-13 | Reduce | 1,197 | -735 | -38.0% | $305.0K | 0.00% |
| 2024 Q1 | 2024-05-14 | Hold | 1,932 | — | 0.0% | $544.7K | 0.01% |
| 2023 Q4 | 2024-02-13 | Hold | 1,932 | — | 0.0% | $572.9K | 0.01% |
| 2023 Q3 | 2023-11-14 | Reduce | 1,932 | -54 | -2.7% | $509.0K | 0.01% |
| 2023 Q2 | 2023-08-11 | Add | 1,986 | 34 | +1.7% | $592.6K | 0.01% |
| 2023 Q1 | 2023-05-11 | Hold | 1,952 | — | 0.0% | $545.8K | 0.01% |
| 2022 Q4 | 2023-02-13 | Hold | 1,952 | — | 0.0% | $514.4K | 0.01% |
| 2022 Q3 | 2022-11-10 | Reduce | 1,952 | -83 | -4.1% | $450.0K | 0.01% |
| 2022 Q2 | 2022-08-04 | Reduce | 2,035 | -15 | -0.7% | $502.0K | 0.01% |
| 2022 Q1 | 2022-05-12 | Add | 2,050 | 20 | +1.0% | $507.0K | 0.01% |
| 2021 Q4 | 2022-02-10 | Reduce | 2,030 | -250 | -11.0% | $544.0K | 0.01% |
| 2021 Q3 | 2021-11-15 | Hold | 2,280 | — | 0.0% | $550.0K | 0.01% |
| 2021 Q2 | 2021-08-12 | Hold | 2,280 | — | 0.0% | $527.0K | 0.00% |
| 2021 Q1 | 2021-05-12 | Hold | 2,280 | — | 0.0% | $511.0K | 0.01% |
| 2020 Q4 | 2021-02-11 | Reduce | 2,280 | -65 | -2.8% | $489.0K | 0.00% |
| 2020 Q3 | 2020-11-12 | Hold | 2,345 | — | 0.0% | $515.0K | 0.01% |
| 2020 Q2 | 2020-08-14 | Hold | 2,345 | — | 0.0% | $433.0K | 0.00% |
| 2020 Q1 | 2020-05-13 | Reduce | 2,345 | -625 | -21.0% | $388.0K | 0.00% |
| 2019 Q4 | 2020-02-11 | Hold | 2,970 | — | 0.0% | $587.0K | 0.01% |
| 2019 Q3 | 2019-11-13 | Hold | 2,970 | — | 0.0% | $638.0K | 0.01% |
| 2019 Q2 | 2019-08-13 | Hold | 2,970 | — | 0.0% | $617.0K | 0.01% |
| 2019 Q1 | 2019-05-15 | Add | 2,970 | 5 | +0.2% | $564.0K | 0.00% |
| 2018 Q4 | 2019-02-13 | Hold | 2,965 | — | 0.0% | $526.0K | 0.00% |
| 2018 Q3 | 2018-11-13 | Hold | 2,965 | — | 0.0% | $496.0K | 0.00% |
| 2018 Q2 | 2018-08-13 | Reduce | 2,965 | -270 | -8.3% | $465.0K | 0.00% |
| 2018 Q1 | 2018-05-11 | Hold | 3,235 | — | 0.0% | $506.0K | 0.00% |
| 2017 Q4 | 2018-02-14 | Reduce | 3,235 | -145 | -4.3% | $557.0K | 0.00% |
| 2017 Q3 | 2017-11-14 | Hold | 3,380 | — | 0.0% | $530.0K | 0.00% |
| 2017 Q2 | 2017-08-14 | Reduce | 3,380 | -250 | -6.9% | $518.0K | 0.00% |
| 2017 Q1 | 2017-05-11 | Hold | 3,630 | — | 0.0% | $470.0K | 0.00% |
| 2016 Q4 | 2017-02-13 | Hold | 3,630 | — | 0.0% | $442.0K | 0.00% |
| 2016 Q3 | 2016-11-14 | New | 3,630 | 3,630 | — | $419.0K | 0.00% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.