Advisory Alpha’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 | $1.43M | Buy |
4,888
+125
| +3% | +$36.5K | 0.04% | 131 |
|
2025
Q1 | $1.49M | Buy |
4,763
+616
| +15% | +$192K | 0.05% | 133 |
|
2024
Q4 | $1.2M | Buy |
4,147
+388
| +10% | +$112K | 0.04% | 140 |
|
2024
Q3 | $1.15M | Sell |
3,759
-793
| -17% | -$242K | 0.04% | 140 |
|
2024
Q2 | $1.16M | Sell |
4,552
-235
| -5% | -$59.9K | 0.05% | 138 |
|
2024
Q1 | $1.35M | Buy |
4,787
+1,865
| +64% | +$526K | 0.06% | 134 |
|
2023
Q4 | $867K | Buy |
2,922
+292
| +11% | +$86.6K | 0.04% | 155 |
|
2023
Q3 | $693K | Sell |
2,630
-151
| -5% | -$39.8K | 0.04% | 170 |
|
2023
Q2 | $830K | Buy |
2,781
+629
| +29% | +$188K | 0.04% | 174 |
|
2023
Q1 | $602K | Buy |
2,152
+28
| +1% | +$7.83K | 0.04% | 166 |
|
2022
Q4 | $560K | Buy |
2,124
+113
| +6% | +$29.8K | 0.04% | 160 |
|
2022
Q3 | $464K | Sell |
2,011
-81
| -4% | -$18.7K | 0.04% | 164 |
|
2022
Q2 | $517K | Sell |
2,092
-39
| -2% | -$9.64K | 0.04% | 156 |
|
2022
Q1 | $527K | Buy |
2,131
+196
| +10% | +$48.5K | 0.03% | 171 |
|
2021
Q4 | $519K | Buy |
1,935
+555
| +40% | +$149K | 0.03% | 171 |
|
2021
Q3 | $333K | Buy |
1,380
+55
| +4% | +$13.3K | 0.02% | 195 |
|
2021
Q2 | $306K | Buy |
+1,325
| New | +$306K | 0.03% | 157 |
|
2020
Q4 | – | Sell |
-1,169
| Closed | -$265K | – | 418 |
|
2020
Q3 | $265K | Buy |
+1,169
| New | +$265K | 0.06% | 75 |
|