Advance Capital Management’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 | $883K | Sell |
3,023
-5
| -0.2% | -$1.46K | 0.04% | 68 |
|
|
2025
Q1 | $946K | Sell |
3,028
-49
| -2% | -$15.3K | 0.05% | 58 |
|
|
2024
Q4 | $892K | Buy |
3,077
+39
| +1% | +$11.3K | 0.04% | 57 |
|
|
2024
Q3 | $925K | Buy |
3,038
+3
| +0.1% | +$914 | 0.04% | 55 |
|
|
2024
Q2 | $773K | Buy |
3,035
+944
| +45% | +$241K | 0.04% | 61 |
|
|
2024
Q1 | $590K | Sell |
2,091
-4
| -0.2% | -$1.13K | 0.04% | 77 |
|
|
2023
Q4 | $621K | Buy |
2,095
+5
| +0.2% | +$1.48K | 0.05% | 56 |
|
|
2023
Q3 | $551K | Sell |
2,090
-1,238
| -37% | -$326K | 0.05% | 55 |
|
|
2023
Q2 | $993K | Buy |
3,328
+95
| +3% | +$28.3K | 0.11% | 38 |
|
|
2023
Q1 | $904K | Hold |
3,233
| – | – | 0.16% | 32 |
|
|
2022
Q4 | $852K | Buy |
3,233
+49
| +2% | +$12.9K | 0.11% | 34 |
|
|
2022
Q3 | $735K | Hold |
3,184
| – | – | 0.09% | 32 |
|
|
2022
Q2 | $786K | Buy |
3,184
+61
| +2% | +$15.1K | 0.09% | 28 |
|
|
2022
Q1 | $772K | Hold |
3,123
| – | – | 0.09% | 28 |
|
|
2021
Q4 | $837K | Buy |
+3,123
| New | +$837K | 0.17% | 24 |
|