ACI
Alpha Cubed Investments’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Sell |
79,430
-1,588
| -2% | -$464K | 0.88% | 30 |
|
|
2025
Q1 | $25.3M | Sell |
81,018
-3,586
| -4% | -$1.12M | 1.13% | 27 |
|
|
2024
Q4 | $24.5M | Sell |
84,604
-2,057
| -2% | -$596K | 1.12% | 26 |
|
|
2024
Q3 | $26.4M | Sell |
86,661
-1,573
| -2% | -$479K | 1.17% | 27 |
|
|
2024
Q2 | $22.5M | Buy |
88,234
+1,781
| +2% | +$454K | 1.07% | 30 |
|
|
2024
Q1 | $24.4M | Buy |
86,453
+3,402
| +4% | +$959K | 1.27% | 26 |
|
|
2023
Q4 | $24.6M | Buy |
83,051
+2,024
| +2% | +$600K | 1.38% | 23 |
|
|
2023
Q3 | $21.3M | Sell |
81,027
-5,171
| -6% | -$1.36M | 1.44% | 22 |
|
|
2023
Q2 | $25.7M | Sell |
86,198
-8,415
| -9% | -$2.51M | 1.73% | 15 |
|
|
2023
Q1 | $26.5M | Sell |
94,613
-7,375
| -7% | -$2.06M | 1.91% | 12 |
|
|
2022
Q4 | $26.9M | Sell |
101,988
-20,912
| -17% | -$5.51M | 2.03% | 11 |
|
|
2022
Q3 | $28.4M | Sell |
122,900
-5,156
| -4% | -$1.19M | 2.21% | 8 |
|
|
2022
Q2 | $31.6M | Sell |
128,056
-1,575
| -1% | -$389K | 2.3% | 11 |
|
|
2022
Q1 | $32.1M | Buy |
129,631
+11,389
| +10% | +$2.82M | 2.05% | 13 |
|
|
2021
Q4 | $31.7M | Buy |
118,242
+795
| +0.7% | +$213K | 2.07% | 9 |
|
|
2021
Q3 | $28.3M | Buy |
117,447
+107
| +0.1% | +$25.8K | 2.13% | 10 |
|
|
2021
Q2 | $27.1M | Sell |
117,340
-1,928
| -2% | -$445K | 1.96% | 14 |
|
|
2021
Q1 | $26.7M | Buy |
119,268
+13,122
| +12% | +$2.94M | 2.08% | 13 |
|
|
2020
Q4 | $22.8M | Sell |
106,146
-2,474
| -2% | -$531K | 1.94% | 13 |
|
|
2020
Q3 | $23.8M | Sell |
108,620
-7,857
| -7% | -$1.72M | 2.28% | 10 |
|
|
2020
Q2 | $21.5M | Sell |
116,477
-7,851
| -6% | -$1.45M | 2.35% | 11 |
|
|
2020
Q1 | $20.6M | Buy |
124,328
+122
| +0.1% | +$20.2K | 2.47% | 10 |
|
|
2019
Q4 | $24.5M | Buy |
124,206
+10,729
| +9% | +$2.12M | 2.53% | 10 |
|
|
2019
Q3 | $24.4M | Sell |
113,477
-2,405
| -2% | -$516K | 2.84% | 5 |
|
|
2019
Q2 | $24.1M | Buy |
115,882
+1,518
| +1% | +$315K | 2.79% | 4 |
|
|
2019
Q1 | $21.7M | Sell |
114,364
-2,030
| -2% | -$386K | 2.63% | 5 |
|
|
2018
Q4 | $20.7M | Sell |
116,394
-266
| -0.2% | -$47.2K | 3.1% | 5 |
|
|
2018
Q3 | $19.5M | Sell |
116,660
-3,685
| -3% | -$617K | 2.28% | 12 |
|
|
2018
Q2 | $18.9M | Buy |
120,345
+6,811
| +6% | +$1.07M | 2.43% | 8 |
|
|
2018
Q1 | $17.8M | Sell |
113,534
-1,562
| -1% | -$244K | 2.32% | 10 |
|
|
2017
Q4 | $19.8M | Buy |
115,096
+9,691
| +9% | +$1.67M | 2.59% | 6 |
|
|
2017
Q3 | $16.5M | Buy |
105,405
+19,696
| +23% | +$3.09M | 2.49% | 9 |
|
|
2017
Q2 | $13.1M | Buy |
85,709
+1,243
| +1% | +$190K | 2.25% | 17 |
|
|
2017
Q1 | $10.9M | Sell |
84,466
-3,695
| -4% | -$479K | 2.24% | 20 |
|
|
2016
Q4 | $10.7M | Buy |
88,161
+9,716
| +12% | +$1.18M | 2.57% | 6 |
|
|
2016
Q3 | $9.05M | Buy |
78,445
+6,682
| +9% | +$771K | 2.43% | 7 |
|
|
2016
Q2 | $8.64M | Buy |
71,763
+8,214
| +13% | +$988K | 2.98% | 3 |
|
|
2016
Q1 | $7.99M | Sell |
63,549
-2,648
| -4% | -$333K | 2.44% | 7 |
|
|
2015
Q4 | $7.82M | Sell |
66,197
-895
| -1% | -$106K | 2.04% | 7 |
|
|
2015
Q3 | $7.53M | Buy |
67,092
+525
| +0.8% | +$58.9K | 1.97% | 9 |
|
|
2015
Q2 | $6.33M | Buy |
66,567
+3,335
| +5% | +$317K | 1.7% | 9 |
|
|
2015
Q1 | $6.16M | Buy |
63,232
+11,085
| +21% | +$1.08M | 1.92% | 10 |
|
|
2014
Q4 | $4.89M | Buy |
+52,147
| New | +$4.89M | 1.91% | 11 |
|
|
2014
Q1 | – | Sell |
-6,237
| Closed | -$606K | – | 186 |
|
|
2013
Q4 | $606K | Buy |
+6,237
| New | +$606K | 0.22% | 135 |
|