Abacus Planning Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.14M | Buy |
3,661
+67
| +2% | +$21.3K | 0.15% | 78 |
|
|
2025
Q4 | $1.1M | Sell |
3,594
-5
| -0.1% | -$1.53K | 0.15% | 78 |
|
|
2025
Q3 | $1.09M | Sell |
3,599
-70
| -2% | -$21.3K | 0.15% | 78 |
|
|
2025
Q2 | $1.07M | Buy |
3,669
+19
| +0.5% | +$5.86K | 0.16% | 79 |
|
|
2025
Q1 | $1.14M | Buy |
3,650
+40
| +1% | +$12K | 0.2% | 71 |
|
|
2024
Q4 | $1.05M | Buy |
3,610
+42
| +1% | +$12.5K | 0.18% | 76 |
|
|
2024
Q3 | $1.09M | Buy |
3,568
+241
| +7% | +$66.4K | 0.19% | 72 |
|
|
2024
Q2 | $848K | Buy |
3,327
+39
| +1% | +$10.3K | 0.16% | 81 |
|
|
2024
Q1 | $927K | Sell |
3,288
-87
| -3% | -$25.3K | 0.18% | 75 |
|
|
2023
Q4 | $1M | Buy |
3,375
+4
| +0.1% | +$1.09K | 0.21% | 68 |
|
|
2023
Q3 | $888K | Sell |
3,371
-105
| -3% | -$29.9K | 0.22% | 69 |
|
|
2023
Q2 | $1.04M | Buy |
3,476
+3
| +0.1% | +$872 | 0.25% | 59 |
|
|
2023
Q1 | $971K | Buy |
3,473
+3
| +0.1% | +$804 | 0.25% | 62 |
|
|
2022
Q4 | $914K | Buy |
3,470
+3
| +0.1% | +$791 | 0.25% | 64 |
|
|
2022
Q3 | $800K | Sell |
3,467
-1,517
| -30% | -$388K | 0.24% | 67 |
|
|
2022
Q2 | $1.23M | Buy |
4,984
+136
| +3% | +$33.5K | 0.36% | 48 |
|
|
2022
Q1 | $1.2M | Sell |
4,848
-14
| -0.3% | -$3.49K | 0.32% | 54 |
|
|
2021
Q4 | $1.3M | Buy |
4,862
+1,335
| +38% | +$337K | 0.35% | 55 |
|
|
2021
Q3 | $850K | Buy |
3,527
+19
| +0.5% | +$4.54K | 0.27% | 70 |
|
|
2021
Q2 | $810K | Sell |
3,508
-87
| -2% | -$20.2K | 0.25% | 74 |
|
|
2021
Q1 | $806K | Buy |
3,595
+3
| +0.1% | +$642 | 0.26% | 72 |
|
|
2020
Q4 | $771K | Buy |
3,592
+3
| +0.1% | +$652 | 0.24% | 68 |
|
|
2020
Q3 | $788K | Buy |
3,589
+3
| +0.1% | +$616 | 0.29% | 68 |
|
|
2020
Q2 | $661K | Sell |
3,586
-871
| -20% | -$160K | 0.27% | 72 |
|
|
2020
Q1 | $737K | Buy |
4,457
+4
| +0.1% | +$788 | 0.36% | 57 |
|
|
2019
Q4 | $880K | Sell |
4,453
-127
| -3% | -$25.2K | 0.4% | 54 |
|
|
2019
Q3 | $983K | Buy |
4,580
+1,552
| +51% | +$333K | 0.49% | 44 |
|
|
2019
Q2 | $629K | Buy |
3,028
+3
| +0.1% | +$594 | 0.38% | 66 |
|
|
2019
Q1 | $575K | Buy |
3,025
+3
| +0.1% | +$544 | 0.36% | 69 |
|
|
2018
Q4 | $537K | Buy |
3,022
+3
| +0.1% | +$532 | 0.41% | 61 |
|
|
2018
Q3 | $505K | Buy |
3,019
+3
| +0.1% | +$481 | 0.34% | 68 |
|
|
2018
Q2 | $472K | Buy |
3,016
+261
| +9% | +$42.3K | 0.35% | 67 |
|
|
2018
Q1 | $431K | Buy |
2,755
+677
| +33% | +$111K | 0.35% | 68 |
|
|
2017
Q4 | $358K | Buy |
+2,078
| New | +$349K | 0.36% | 62 |
|
Other funds holding MCD
VCM
VPM
DAM