Ackerman Capital Advisors’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 | $728K | Buy |
2,491
+21
| +0.9% | +$6.14K | 0.17% | 60 |
|
|
2025
Q1 | $772K | Hold |
2,470
| – | – | 0.2% | 56 |
|
|
2024
Q4 | $716K | Hold |
2,470
| – | – | 0.19% | 56 |
|
|
2024
Q3 | $752K | Hold |
2,470
| – | – | 0.19% | 53 |
|
|
2024
Q2 | $629K | Hold |
2,470
| – | – | 0.17% | 54 |
|
|
2024
Q1 | $696K | Buy |
2,470
+20
| +0.8% | +$5.64K | 0.19% | 59 |
|
|
2023
Q4 | $726K | Hold |
2,450
| – | – | 0.2% | 61 |
|
|
2023
Q3 | $645K | Hold |
2,450
| – | – | 0.18% | 58 |
|
|
2023
Q2 | $731K | Hold |
2,450
| – | – | 0.19% | 56 |
|
|
2023
Q1 | $685K | Sell |
2,450
-4
| -0.2% | -$1.12K | 0.18% | 59 |
|
|
2022
Q4 | $647K | Hold |
2,454
| – | – | 0.17% | 57 |
|
|
2022
Q3 | $566K | Hold |
2,454
| – | – | 0.16% | 59 |
|
|
2022
Q2 | $606K | Hold |
2,454
| – | – | 0.16% | 60 |
|
|
2022
Q1 | $607K | Hold |
2,454
| – | – | 0.14% | 65 |
|
|
2021
Q4 | $658K | Sell |
2,454
-97
| -4% | -$26K | 0.15% | 62 |
|
|
2021
Q3 | $615K | Hold |
2,551
| – | – | 0.14% | 57 |
|
|
2021
Q2 | $589K | Sell |
2,551
-699
| -22% | -$161K | 0.14% | 54 |
|
|
2021
Q1 | $728K | Buy |
+3,250
| New | +$728K | 0.18% | 56 |
|
|
2020
Q4 | – | Sell |
-3,250
| Closed | -$713K | – | 136 |
|
|
2020
Q3 | $713K | Hold |
3,250
| – | – | 0.2% | 45 |
|
|
2020
Q2 | $600K | Hold |
3,250
| – | – | 0.18% | 50 |
|
|
2020
Q1 | $537K | Sell |
3,250
-3,523
| -52% | -$582K | 0.21% | 43 |
|
|
2019
Q4 | $1.34M | Buy |
6,773
+13
| +0.2% | +$2.57K | 0.4% | 37 |
|
|
2019
Q3 | $1.45M | Buy |
6,760
+107
| +2% | +$23K | 0.5% | 29 |
|
|
2019
Q2 | $624K | Buy |
6,653
+11
| +0.2% | +$1.03K | 3.05% | 3 |
|
|
2019
Q1 | $570K | Sell |
6,642
-529,697
| -99% | -$45.5M | 3.04% | 3 |
|
|
2018
Q4 | $3.64K | Buy |
536,339
+531,339
| +10,627% | +$3.61K | 0.28% | 55 |
|
|
2018
Q3 | $836K | Buy |
+5,000
| New | +$836K | 2.9% | 4 |
|
|
2018
Q1 | $574K | Buy |
3,333
+8
| +0.2% | +$1.38K | 0.23% | 43 |
|
|
2017
Q4 | $521K | Buy |
+3,325
| New | +$521K | 0.22% | 42 |
|
|
2017
Q2 | $516K | Buy |
+3,367
| New | +$516K | 0.22% | 46 |
|