Accredited Investors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.2M | Buy |
4,114
+127
| +3% | +$37.1K | 0.07% | 85 |
|
2025
Q1 | $1.25M | Buy |
3,987
+120
| +3% | +$37.5K | 0.08% | 81 |
|
2024
Q4 | $1.12M | Buy |
3,867
+43
| +1% | +$12.5K | 0.07% | 88 |
|
2024
Q3 | $1.16M | Sell |
3,824
-87
| -2% | -$26.5K | 0.07% | 89 |
|
2024
Q2 | $997K | Sell |
3,911
-52
| -1% | -$13.3K | 0.06% | 86 |
|
2024
Q1 | $1.12M | Buy |
3,963
+214
| +6% | +$60.3K | 0.07% | 86 |
|
2023
Q4 | $1.11M | Sell |
3,749
-9
| -0.2% | -$2.67K | 0.08% | 83 |
|
2023
Q3 | $990K | Sell |
3,758
-35
| -0.9% | -$9.22K | 0.07% | 81 |
|
2023
Q2 | $1.13M | Sell |
3,793
-1,052
| -22% | -$314K | 0.08% | 77 |
|
2023
Q1 | $1.35M | Sell |
4,845
-17
| -0.3% | -$4.75K | 0.1% | 63 |
|
2022
Q4 | $1.28M | Buy |
4,862
+238
| +5% | +$62.7K | 0.11% | 62 |
|
2022
Q3 | $1.07M | Buy |
4,624
+300
| +7% | +$69.2K | 0.12% | 63 |
|
2022
Q2 | $1.07M | Sell |
4,324
-198
| -4% | -$48.9K | 0.13% | 68 |
|
2022
Q1 | $1.12M | Buy |
4,522
+36
| +0.8% | +$8.9K | 0.1% | 70 |
|
2021
Q4 | $1.2M | Buy |
4,486
+525
| +13% | +$141K | 0.11% | 66 |
|
2021
Q3 | $955K | Buy |
3,961
+119
| +3% | +$28.7K | 0.1% | 73 |
|
2021
Q2 | $888K | Buy |
3,842
+7
| +0.2% | +$1.62K | 0.09% | 79 |
|
2021
Q1 | $860K | Sell |
3,835
-92
| -2% | -$20.6K | 0.12% | 78 |
|
2020
Q4 | $843K | Buy |
3,927
+21
| +0.5% | +$4.51K | 0.14% | 71 |
|
2020
Q3 | $857K | Sell |
3,906
-144
| -4% | -$31.6K | 0.18% | 60 |
|
2020
Q2 | $747K | Sell |
4,050
-205
| -5% | -$37.8K | 0.15% | 65 |
|
2020
Q1 | $703K | Sell |
4,255
-105
| -2% | -$17.3K | 0.17% | 59 |
|
2019
Q4 | $861K | Buy |
4,360
+295
| +7% | +$58.3K | 0.15% | 62 |
|
2019
Q3 | $873K | Buy |
4,065
+204
| +5% | +$43.8K | 0.17% | 58 |
|
2019
Q2 | $802K | Sell |
3,861
-24
| -0.6% | -$4.99K | 0.16% | 61 |
|
2019
Q1 | $738K | Sell |
3,885
-252
| -6% | -$47.9K | 0.15% | 65 |
|
2018
Q4 | $735K | Buy |
4,137
+2
| +0% | +$355 | 0.16% | 55 |
|
2018
Q3 | $692K | Sell |
4,135
-83
| -2% | -$13.9K | 0.17% | 53 |
|
2018
Q2 | $661K | Buy |
4,218
+28
| +0.7% | +$4.39K | 0.17% | 47 |
|
2018
Q1 | $655K | Sell |
4,190
-10
| -0.2% | -$1.56K | 0.18% | 47 |
|
2017
Q4 | $723K | Buy |
4,200
+197
| +5% | +$33.9K | 0.2% | 45 |
|
2017
Q3 | $627K | Buy |
4,003
+13
| +0.3% | +$2.04K | 0.17% | 55 |
|
2017
Q2 | $611K | Buy |
3,990
+60
| +2% | +$9.19K | 0.16% | 46 |
|
2017
Q1 | $509K | Buy |
3,930
+8
| +0.2% | +$1.04K | 0.13% | 56 |
|
2016
Q4 | $477K | Hold |
3,922
| – | – | 0.12% | 60 |
|
2016
Q3 | $452K | Buy |
3,922
+28
| +0.7% | +$3.23K | 0.12% | 61 |
|
2016
Q2 | $469K | Buy |
3,894
+809
| +26% | +$97.4K | 0.13% | 58 |
|
2016
Q1 | $388K | Buy |
3,085
+276
| +10% | +$34.7K | 0.1% | 66 |
|
2015
Q4 | $332K | Buy |
2,809
+517
| +23% | +$61.1K | 0.08% | 69 |
|
2015
Q3 | $226K | Buy |
+2,292
| New | +$226K | 0.06% | 77 |
|