Aldebaran Financial’s McDonald's MCD Stock Holding History

Aldebaran Financial’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$639K	Buy	2,185 +2	+0.1%	+$584	0.71%	34
2025 Q1	$682K	Sell	2,183 -22	-1%	-$6.87K	0.83%	31
2024 Q4	$639K	Sell	2,205 -317	-13%	-$91.8K	0.75%	38
2024 Q3	$768K	Buy	2,522 +2	+0.1%	+$609	0.91%	32
2024 Q2	$642K	Buy	2,520 +3	+0.1%	+$764	0.84%	31
2024 Q1	$710K	Buy	2,517 +3	+0.1%	+$846	1%	26
2023 Q4	$746K	Sell	2,514 -23	-0.9%	-$6.82K	1.1%	25
2023 Q3	$668K	Sell	2,537 -25	-1%	-$6.59K	1.04%	25
2023 Q2	$764K	Sell	2,562 -205	-7%	-$61.2K	1.04%	27
2023 Q1	$774K	Sell	2,767 -451	-14%	-$126K	1%	31
2022 Q4	$848K	Sell	3,218 -218	-6%	-$57.4K	0.91%	35
2022 Q3	$797K	Sell	3,436 -98	-3%	-$22.7K	0.88%	38
2022 Q2	$882K	Sell	3,534 -1,047	-23%	-$261K	0.93%	38
2022 Q1	$1.13M	Sell	4,581 -8	-0.2%	-$1.98K	0.88%	35
2021 Q4	$1.23M	Sell	4,589 -142	-3%	-$38.1K	0.91%	33
2021 Q3	$1.14M	Buy	4,731 +3	+0.1%	+$724	0.92%	32
2021 Q2	$1.09M	Buy	4,728 +3	+0.1%	+$694	0.9%	37
2021 Q1	$1.06M	Buy	4,725 +4	+0.1%	+$897	0.93%	36
2020 Q4	$1.01M	Buy	4,721 +3	+0.1%	+$644	0.94%	36
2020 Q3	$1.04M	Sell	4,718 -72	-2%	-$15.8K	1.08%	30
2020 Q2	$884K	Buy	4,790 +4	+0.1%	+$738	1.04%	34
2020 Q1	$791K	Sell	4,786 -345	-7%	-$57K	0.77%	50
2019 Q4	$1.01M	Sell	5,131 -3,840	-43%	-$759K	0.77%	51
2019 Q3	$1.88M	Buy	8,971 +643	+8%	+$134K	1.25%	30
2019 Q2	$1.73M	Buy	8,328 +1,003	+14%	+$208K	1.19%	30
2019 Q1	$1.39M	Buy	7,325 +53	+0.7%	+$10.1K	0.98%	38
2018 Q4	$1.29M	Sell	7,272 -196	-3%	-$34.8K	0.98%	35
2018 Q3	$1.25M	Sell	7,468 -47	-0.6%	-$7.86K	0.81%	46
2018 Q2	$1.18M	Sell	7,515 -181	-2%	-$28.3K	0.81%	47
2018 Q1	$1.2M	Sell	7,696 -448	-6%	-$70.1K	0.81%	47
2017 Q4	$1.4M	Buy	8,144 +3	+0%	+$516	0.93%	43
2017 Q3	$1.28M	Buy	8,141 +82	+1%	+$12.9K	0.88%	45
2017 Q2	$1.23M	Buy	8,059 +4	+0%	+$612	0.9%	43
2017 Q1	$1.04M	Sell	8,055 -47	-0.6%	-$6.09K	0.79%	45
2016 Q4	$986K	Buy	8,102 +4	+0%	+$487	0.78%	45
2016 Q3	$934K	Sell	8,098 -620	-7%	-$71.5K	0.74%	53
2016 Q2	$1.06M	Sell	8,718 -1,193	-12%	-$145K	0.85%	43
2016 Q1	$1.25M	Buy	9,911 +4	+0%	+$503	1.09%	33
2015 Q4	$1.17M	Sell	9,907 -96	-1%	-$11.3K	1.08%	34
2015 Q3	$986K	Sell	10,003 -103	-1%	-$10.2K	0.93%	38
2015 Q2	$961K	Buy	10,106 +6	+0.1%	+$571	0.81%	40
2015 Q1	$984K	Sell	10,100 -300	-3%	-$29.2K	0.84%	40
2014 Q4	$974K	Sell	10,400 -339	-3%	-$31.7K	0.86%	45
2014 Q3	$1.02M	Sell	10,739 -2,045	-16%	-$194K	0.91%	40
2014 Q2	$1.29M	Buy	12,784 +99	+0.8%	+$9.97K	1.01%	34
2014 Q1	$1.24M	Buy	12,685 +160	+1%	+$15.7K	1.09%	34
2013 Q4	$1.22M	Buy	+12,525	New	+$1.22M	1.16%	27