AE Wealth 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 | $82M | Buy |
280,664
+13,627
| +5% | +$3.98M | 0.6% | 32 |
|
|
2025
Q1 | $83.4M | Buy |
267,037
+18,998
| +8% | +$5.93M | 0.7% | 29 |
|
|
2024
Q4 | $71.9M | Buy |
248,039
+25,160
| +11% | +$7.29M | 0.61% | 33 |
|
|
2024
Q3 | $67.9M | Buy |
222,879
+1,761
| +0.8% | +$536K | 0.62% | 33 |
|
|
2024
Q2 | $56.3M | Buy |
221,118
+47,532
| +27% | +$12.1M | 0.56% | 35 |
|
|
2024
Q1 | $48.9M | Sell |
173,586
-54,593
| -24% | -$15.4M | 0.55% | 35 |
|
|
2023
Q4 | $66.7M | Buy |
228,179
+30,895
| +16% | +$9.03M | 0.34% | 53 |
|
|
2023
Q3 | $52M | Buy |
197,284
+20,663
| +12% | +$5.44M | 0.31% | 60 |
|
|
2023
Q2 | $52.7M | Sell |
176,621
-905
| -0.5% | -$270K | 0.32% | 55 |
|
|
2023
Q1 | $49.6M | Buy |
177,526
+65,765
| +59% | +$18.4M | 0.32% | 53 |
|
|
2022
Q4 | $29.5M | Buy |
111,761
+13,200
| +13% | +$3.48M | 0.21% | 97 |
|
|
2022
Q3 | $22.7M | Sell |
98,561
-18,140
| -16% | -$4.19M | 0.18% | 126 |
|
|
2022
Q2 | $28.8M | Buy |
116,701
+11,031
| +10% | +$2.72M | 0.23% | 100 |
|
|
2022
Q1 | $26.1M | Buy |
105,670
+3,151
| +3% | +$779K | 0.18% | 122 |
|
|
2021
Q4 | $27.5M | Buy |
102,519
+10,244
| +11% | +$2.75M | 0.19% | 115 |
|
|
2021
Q3 | $22.2M | Buy |
92,275
+6,743
| +8% | +$1.63M | 0.18% | 121 |
|
|
2021
Q2 | $19.8M | Buy |
85,532
+1,623
| +2% | +$375K | 0.17% | 127 |
|
|
2021
Q1 | $18.8M | Buy |
83,909
+1,754
| +2% | +$393K | 0.19% | 119 |
|
|
2020
Q4 | $17.6M | Sell |
82,155
-1,184
| -1% | -$254K | 0.2% | 119 |
|
|
2020
Q3 | $18.3M | Buy |
83,339
+7,645
| +10% | +$1.68M | 0.26% | 85 |
|
|
2020
Q2 | $14M | Buy |
75,694
+22,773
| +43% | +$4.2M | 0.22% | 112 |
|
|
2020
Q1 | $8.75M | Buy |
52,921
+3,456
| +7% | +$571K | 0.2% | 102 |
|
|
2019
Q4 | $9.78M | Buy |
49,465
+7,708
| +18% | +$1.52M | 0.21% | 95 |
|
|
2019
Q3 | $8.97M | Sell |
41,757
-66
| -0.2% | -$14.2K | 0.26% | 75 |
|
|
2019
Q2 | $8.69M | Buy |
41,823
+9,000
| +27% | +$1.87M | 0.26% | 76 |
|
|
2019
Q1 | $6.23M | Buy |
32,823
+1,720
| +6% | +$327K | 0.43% | 50 |
|
|
2018
Q4 | $5.52M | Buy |
31,103
+2,618
| +9% | +$465K | 0.95% | 20 |
|
|
2018
Q3 | $4.77M | Buy |
28,485
+4,923
| +21% | +$824K | 0.26% | 68 |
|
|
2018
Q2 | $3.69M | Buy |
23,562
+2,840
| +14% | +$445K | 0.25% | 61 |
|
|
2018
Q1 | $3.24M | Buy |
20,722
+2,711
| +15% | +$424K | 0.25% | 63 |
|
|
2017
Q4 | $3.1M | Buy |
18,011
+1,424
| +9% | +$245K | 0.27% | 68 |
|
|
2017
Q3 | $2.6M | Sell |
16,587
-3,276
| -16% | -$513K | 0.24% | 68 |
|
|
2017
Q2 | $3.04M | Buy |
19,863
+6,773
| +52% | +$1.04M | 0.36% | 57 |
|
|
2017
Q1 | $1.7M | Buy |
13,090
+4,050
| +45% | +$525K | 0.31% | 63 |
|
|
2016
Q4 | $1.1M | Buy |
+9,040
| New | +$1.1M | 0.45% | 48 |
|