Advisor Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $9.02M | Buy |
36,533
+2,077
| +6% | +$513K | 0.63% | 26 |
|
|
2022
Q1 | $8.52M | Buy |
34,456
+308
| +0.9% | +$76.2K | 0.53% | 33 |
|
|
2021
Q4 | $9.15M | Buy |
34,148
+1,023
| +3% | +$274K | 0.55% | 33 |
|
|
2021
Q3 | $7.99M | Sell |
33,125
-854
| -3% | -$206K | 0.54% | 35 |
|
|
2021
Q2 | $7.85M | Buy |
33,979
+1,414
| +4% | +$327K | 0.52% | 36 |
|
|
2021
Q1 | $7.3M | Buy |
32,565
+56
| +0.2% | +$12.6K | 0.52% | 37 |
|
|
2020
Q4 | $6.98M | Sell |
32,509
-183
| -0.6% | -$39.3K | 0.52% | 37 |
|
|
2020
Q3 | $7.18M | Buy |
32,692
+768
| +2% | +$169K | 0.62% | 33 |
|
|
2020
Q2 | $5.89M | Sell |
31,924
-896
| -3% | -$165K | 0.55% | 38 |
|
|
2020
Q1 | $5.43M | Buy |
32,820
+4,599
| +16% | +$760K | 0.66% | 33 |
|
|
2019
Q4 | $5.92M | Buy |
28,221
+1,286
| +5% | +$270K | 0.61% | 33 |
|
|
2019
Q3 | $5.78M | Buy |
26,935
+2,218
| +9% | +$476K | 0.7% | 30 |
|
|
2019
Q2 | $5.13M | Buy |
24,717
+124
| +0.5% | +$25.8K | 0.63% | 33 |
|
|
2019
Q1 | $4.67M | Buy |
24,593
+27
| +0.1% | +$5.13K | 0.6% | 31 |
|
|
2018
Q4 | $4.36M | Buy |
24,566
+2,540
| +12% | +$451K | 0.7% | 30 |
|
|
2018
Q3 | $3.69M | Buy |
22,026
+1,143
| +5% | +$191K | 0.5% | 38 |
|
|
2018
Q2 | $3.27M | Buy |
20,883
+1,568
| +8% | +$246K | 0.55% | 37 |
|
|
2018
Q1 | $3.02M | Sell |
19,315
-194
| -1% | -$30.3K | 0.56% | 39 |
|
|
2017
Q4 | $3.44M | Buy |
19,509
+1,452
| +8% | +$256K | 0.61% | 34 |
|
|
2017
Q3 | $2.83M | Buy |
18,057
+138
| +0.8% | +$21.6K | 0.56% | 38 |
|
|
2017
Q2 | $2.74M | Buy |
17,919
+1,485
| +9% | +$227K | 0.64% | 32 |
|
|
2017
Q1 | $2.13M | Sell |
16,434
-658
| -4% | -$85.3K | 0.57% | 35 |
|
|
2016
Q4 | $2.08M | Buy |
17,092
+962
| +6% | +$117K | 0.63% | 33 |
|
|
2016
Q3 | $1.86M | Sell |
16,130
-806
| -5% | -$93K | 0.62% | 38 |
|
|
2016
Q2 | $2.04M | Buy |
16,936
+96
| +0.6% | +$11.6K | 0.71% | 37 |
|
|
2016
Q1 | $2.12M | Sell |
16,840
-2,252
| -12% | -$283K | 0.79% | 30 |
|
|
2015
Q4 | $2.26M | Buy |
19,092
+3,338
| +21% | +$394K | 0.77% | 33 |
|
|
2015
Q3 | $1.54M | Buy |
15,754
+1,681
| +12% | +$165K | 0.65% | 36 |
|
|
2015
Q2 | $1.36M | Buy |
14,073
+2,432
| +21% | +$235K | 0.52% | 49 |
|
|
2015
Q1 | $1.13M | Sell |
11,641
-385
| -3% | -$37.5K | 0.48% | 54 |
|
|
2014
Q4 | $1.13M | Sell |
12,026
-365
| -3% | -$34.2K | 0.5% | 51 |
|
|
2014
Q3 | $1.18M | Sell |
12,391
-1,913
| -13% | -$181K | 0.67% | 38 |
|
|
2014
Q2 | $1.44M | Buy |
14,304
+1,426
| +11% | +$144K | 0.71% | 37 |
|
|
2014
Q1 | $1.26M | Buy |
12,878
+687
| +6% | +$67.3K | 0.69% | 38 |
|
|
2013
Q4 | $1.18M | Buy |
12,191
+280
| +2% | +$27.2K | 0.68% | 39 |
|
|
2013
Q3 | $1.15M | Buy |
11,911
+576
| +5% | +$55.4K | 0.82% | 34 |
|
|
2013
Q2 | $1.12M | Buy |
+11,335
| New | +$1.12M | 0.92% | 28 |
|