Almanack Investment Partners’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 | $888K | Buy |
3,038
+618
| +26% | +$181K | 0.14% | 89 |
|
|
2025
Q1 | $756K | Buy |
2,420
+596
| +33% | +$186K | 0.15% | 72 |
|
|
2024
Q4 | $529K | Buy |
1,824
+6
| +0.3% | +$1.74K | 0.08% | 104 |
|
|
2024
Q3 | $554K | Buy |
1,818
+107
| +6% | +$32.6K | 0.09% | 103 |
|
|
2024
Q2 | $436K | Buy |
1,711
+345
| +25% | +$87.9K | 0.07% | 113 |
|
|
2024
Q1 | $385K | Buy |
1,366
+181
| +15% | +$51K | 0.07% | 122 |
|
|
2023
Q4 | $351K | Buy |
1,185
+7
| +0.6% | +$2.08K | 0.07% | 111 |
|
|
2023
Q3 | $310K | Sell |
1,178
-2,089
| -64% | -$551K | 0.06% | 111 |
|
|
2023
Q2 | $975K | Sell |
3,267
-126
| -4% | -$37.6K | 0.17% | 64 |
|
|
2023
Q1 | $949K | Buy |
3,393
+5
| +0.1% | +$1.4K | 0.19% | 64 |
|
|
2022
Q4 | $893K | Sell |
3,388
-4,148
| -55% | -$1.09M | 0.19% | 60 |
|
|
2022
Q3 | $1.74M | Buy |
7,536
+1,777
| +31% | +$410K | 0.34% | 40 |
|
|
2022
Q2 | $1.42M | Sell |
5,759
-31
| -0.5% | -$7.65K | 0.14% | 108 |
|
|
2022
Q1 | $1.43M | Buy |
5,790
+672
| +13% | +$166K | 0.12% | 113 |
|
|
2021
Q4 | $1.37M | Buy |
5,118
+28
| +0.6% | +$7.51K | 0.11% | 118 |
|
|
2021
Q3 | $1.23M | Buy |
5,090
+232
| +5% | +$55.9K | 0.11% | 136 |
|
|
2021
Q2 | $1.12M | Sell |
4,858
-191
| -4% | -$44.1K | 0.11% | 123 |
|
|
2021
Q1 | $1.13M | Buy |
5,049
+201
| +4% | +$45.1K | 0.12% | 123 |
|
|
2020
Q4 | $1.04M | Buy |
4,848
+535
| +12% | +$115K | 0.12% | 113 |
|
|
2020
Q3 | $920K | Buy |
4,313
+683
| +19% | +$146K | 0.11% | 119 |
|
|
2020
Q2 | $670K | Buy |
3,630
+154
| +4% | +$28.4K | 0.12% | 97 |
|
|
2020
Q1 | $575K | Buy |
3,476
+1,762
| +103% | +$291K | 0.12% | 108 |
|
|
2019
Q4 | $339K | Buy |
1,714
+8
| +0.5% | +$1.58K | 0.06% | 135 |
|
|
2019
Q3 | $366K | Buy |
1,706
+35
| +2% | +$7.51K | 0.07% | 141 |
|
|
2019
Q2 | $347K | Sell |
1,671
-3
| -0.2% | -$623 | 0.08% | 123 |
|
|
2019
Q1 | $318K | Sell |
1,674
-233
| -12% | -$44.3K | 0.09% | 101 |
|
|
2018
Q4 | $339K | Sell |
1,907
-94
| -5% | -$16.7K | 0.1% | 102 |
|
|
2018
Q3 | $369K | Buy |
2,001
+859
| +75% | +$158K | 0.1% | 110 |
|
|
2018
Q2 | $179K | Sell |
1,142
-598
| -34% | -$93.7K | 0.08% | 112 |
|
|
2018
Q1 | $272K | Buy |
1,740
+759
| +77% | +$119K | 0.1% | 82 |
|
|
2017
Q4 | $169K | Buy |
981
+256
| +35% | +$44.1K | 0.07% | 133 |
|
|
2017
Q3 | $114K | Buy |
+725
| New | +$114K | 0.06% | 139 |
|