AFAS
Acorn Financial Advisory Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Buy |
1,452
+2
| +0.1% | +$584 | 0.07% | 123 |
|
|
2025
Q1 | $453K | Buy |
1,450
+4
| +0.3% | +$1.25K | 0.08% | 113 |
|
|
2024
Q4 | $419K | Hold |
1,446
| – | – | 0.07% | 130 |
|
|
2024
Q3 | $440K | Buy |
1,446
+159
| +12% | +$48.4K | 0.08% | 122 |
|
|
2024
Q2 | $328K | Buy |
1,287
+30
| +2% | +$7.65K | 0.06% | 148 |
|
|
2024
Q1 | $354K | Sell |
1,257
-669
| -35% | -$189K | 0.07% | 137 |
|
|
2023
Q4 | $566K | Buy |
1,926
+18
| +0.9% | +$5.29K | 0.1% | 123 |
|
|
2023
Q3 | $499K | Buy |
1,908
+592
| +45% | +$155K | 0.09% | 134 |
|
|
2023
Q2 | $393K | Sell |
1,316
-91
| -6% | -$27.2K | 0.07% | 162 |
|
|
2023
Q1 | $393K | Buy |
1,407
+1
| +0.1% | +$280 | 0.08% | 149 |
|
|
2022
Q4 | $370K | Buy |
1,406
+12
| +0.9% | +$3.16K | 0.08% | 150 |
|
|
2022
Q3 | $321K | Buy |
1,394
+1
| +0.1% | +$230 | 0.08% | 165 |
|
|
2022
Q2 | $345K | Buy |
1,393
+1
| +0.1% | +$248 | 0.08% | 154 |
|
|
2022
Q1 | $345K | Buy |
1,392
+2
| +0.1% | +$496 | 0.07% | 170 |
|
|
2021
Q4 | $372K | Buy |
1,390
+330
| +31% | +$88.3K | 0.07% | 162 |
|
|
2021
Q3 | $256K | Sell |
1,060
-140
| -12% | -$33.8K | 0.08% | 186 |
|
|
2021
Q2 | $277K | Hold |
1,200
| – | – | 0.08% | 202 |
|
|
2021
Q1 | $272K | Hold |
1,200
| – | – | 0.1% | 174 |
|
|
2020
Q4 | $257K | Buy |
1,200
+1
| +0.1% | +$214 | 0.1% | 187 |
|
|
2020
Q3 | $263K | Sell |
1,199
-16
| -1% | -$3.51K | 0.14% | 174 |
|
|
2020
Q2 | $224K | Buy |
+1,215
| New | +$224K | 0.16% | 176 |
|
|
2020
Q1 | – | Sell |
-1,069
| Closed | -$212K | – | 172 |
|
|
2019
Q4 | $212K | Buy |
+1,069
| New | +$212K | 0.18% | 156 |
|