AIMZ Investment Advisors’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 | $475K | Sell |
1,627
-150
| -8% | -$43.8K | 0.16% | 91 |
|
|
2025
Q1 | $555K | Hold |
1,777
| – | – | 0.19% | 82 |
|
|
2024
Q4 | $515K | Hold |
1,777
| – | – | 0.18% | 86 |
|
|
2024
Q3 | $541K | Sell |
1,777
-200
| -10% | -$60.9K | 0.18% | 83 |
|
|
2024
Q2 | $504K | Hold |
1,977
| – | – | 0.18% | 82 |
|
|
2024
Q1 | $557K | Hold |
1,977
| – | – | 0.21% | 80 |
|
|
2023
Q4 | $586K | Hold |
1,977
| – | – | 0.24% | 74 |
|
|
2023
Q3 | $521K | Hold |
1,977
| – | – | 0.23% | 76 |
|
|
2023
Q2 | $590K | Sell |
1,977
-300
| -13% | -$89.5K | 0.25% | 73 |
|
|
2023
Q1 | $637K | Hold |
2,277
| – | – | 0.29% | 70 |
|
|
2022
Q4 | $600K | Sell |
2,277
-300
| -12% | -$79.1K | 0.28% | 71 |
|
|
2022
Q3 | $595K | Sell |
2,577
-400
| -13% | -$92.4K | 0.3% | 72 |
|
|
2022
Q2 | $735K | Hold |
2,977
| – | – | 0.35% | 70 |
|
|
2022
Q1 | $736K | Hold |
2,977
| – | – | 0.3% | 74 |
|
|
2021
Q4 | $798K | Hold |
2,977
| – | – | 0.31% | 74 |
|
|
2021
Q3 | $718K | Hold |
2,977
| – | – | 0.32% | 73 |
|
|
2021
Q2 | $688K | Hold |
2,977
| – | – | 0.31% | 73 |
|
|
2021
Q1 | $667K | Hold |
2,977
| – | – | 0.33% | 71 |
|
|
2020
Q4 | $639K | Hold |
2,977
| – | – | 0.33% | 70 |
|
|
2020
Q3 | $653K | Hold |
2,977
| – | – | 0.39% | 61 |
|
|
2020
Q2 | $549K | Sell |
2,977
-700
| -19% | -$129K | 0.36% | 63 |
|
|
2020
Q1 | $608K | Hold |
3,677
| – | – | 0.47% | 60 |
|
|
2019
Q4 | $727K | Hold |
3,677
| – | – | 0.47% | 63 |
|
|
2019
Q3 | $789K | Sell |
3,677
-7
| -0.2% | -$1.5K | 0.54% | 57 |
|
|
2019
Q2 | $765K | Hold |
3,684
| – | – | 0.53% | 59 |
|
|
2019
Q1 | $700K | Sell |
3,684
-50
| -1% | -$9.5K | 0.48% | 62 |
|
|
2018
Q4 | $663K | Hold |
3,734
| – | – | 0.51% | 60 |
|
|
2018
Q3 | $625K | Hold |
3,734
| – | – | 0.4% | 69 |
|
|
2018
Q2 | $585K | Hold |
3,734
| – | – | 0.41% | 69 |
|
|
2018
Q1 | $584K | Hold |
3,734
| – | – | 0.42% | 67 |
|
|
2017
Q4 | $643K | Hold |
3,734
| – | – | 0.48% | 63 |
|
|
2017
Q3 | $585K | Hold |
3,734
| – | – | 0.48% | 65 |
|
|
2017
Q2 | $572K | Hold |
3,734
| – | – | 0.48% | 64 |
|
|
2017
Q1 | $484K | Hold |
3,734
| – | – | 0.41% | 69 |
|
|
2016
Q4 | $455K | Hold |
3,734
| – | – | 0.41% | 71 |
|
|
2016
Q3 | $431K | Hold |
3,734
| – | – | 0.39% | 71 |
|
|
2016
Q2 | $449K | Sell |
3,734
-4,384
| -54% | -$527K | 0.41% | 70 |
|
|
2016
Q1 | $902K | Buy |
8,118
+4,184
| +106% | +$465K | 0.4% | 69 |
|
|
2015
Q4 | $465K | Sell |
3,934
-400
| -9% | -$47.3K | 0.42% | 71 |
|
|
2015
Q3 | $427K | Buy |
4,334
+150
| +4% | +$14.8K | 0.39% | 71 |
|
|
2015
Q2 | $398K | Hold |
4,184
| – | – | 0.35% | 74 |
|
|
2015
Q1 | $408K | Sell |
4,184
-85
| -2% | -$8.29K | 0.35% | 72 |
|
|
2014
Q4 | $400K | Buy |
+4,269
| New | +$400K | 0.36% | 70 |
|