Altman 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 | $2.26M | Buy |
7,611
+191
| +3% | +$56.8K | 0.92% | 46 |
|
|
2025
Q1 | $2.37M | Buy |
7,420
+1,591
| +27% | +$509K | 1.09% | 23 |
|
|
2024
Q4 | $1.69M | Buy |
5,829
+173
| +3% | +$50.2K | 0.72% | 60 |
|
|
2024
Q3 | $1.72M | Buy |
+5,656
| New | +$1.72M | 0.77% | 66 |
|
|
2024
Q2 | – | Sell |
-4,430
| Closed | -$1.24M | – | 88 |
|
|
2024
Q1 | $1.24M | Buy |
4,430
+295
| +7% | +$82.7K | 0.6% | 84 |
|
|
2023
Q4 | $1.23M | Buy |
+4,135
| New | +$1.23M | 0.64% | 72 |
|
|
2023
Q1 | $1.42M | Buy |
5,746
+80
| +1% | +$19.8K | 1.3% | 22 |
|
|
2022
Q4 | $1.52M | Sell |
5,666
-455
| -7% | -$122K | 0.94% | 32 |
|
|
2022
Q3 | $1.41M | Buy |
6,121
+4
| +0.1% | +$923 | 0.89% | 28 |
|
|
2022
Q2 | $1.6M | Sell |
6,117
-20
| -0.3% | -$5.22K | 0.91% | 27 |
|
|
2022
Q1 | $1.52M | Sell |
6,137
-5,455
| -47% | -$1.35M | 0.78% | 40 |
|
|
2021
Q4 | $2.95M | Buy |
11,592
+197
| +2% | +$50.2K | 1.8% | 19 |
|
|
2021
Q3 | $2.8M | Buy |
11,395
+133
| +1% | +$32.7K | 1.55% | 24 |
|
|
2021
Q2 | $2.64M | Buy |
11,262
+692
| +7% | +$162K | 1.49% | 29 |
|
|
2021
Q1 | $2.37M | Sell |
10,570
-1,600
| -13% | -$358K | 1.53% | 22 |
|
|
2020
Q4 | $2.61M | Sell |
12,170
-116
| -0.9% | -$24.9K | 1.64% | 22 |
|
|
2020
Q3 | $2.7M | Buy |
12,286
+118
| +1% | +$25.9K | 1.91% | 15 |
|
|
2020
Q2 | $2.25M | Buy |
12,168
+45
| +0.4% | +$8.3K | 1.91% | 23 |
|
|
2020
Q1 | $2M | Sell |
12,123
-577
| -5% | -$95.4K | 1.86% | 19 |
|
|
2019
Q4 | $2.51M | Buy |
12,700
+120
| +1% | +$23.7K | 2.01% | 20 |
|
|
2019
Q3 | $2.7M | Sell |
12,580
-142
| -1% | -$30.5K | 2.29% | 10 |
|
|
2019
Q2 | $2.64M | Buy |
12,722
+106
| +0.8% | +$22K | 2.22% | 9 |
|
|
2019
Q1 | $2.4M | Sell |
12,616
-474
| -4% | -$90K | 2.21% | 11 |
|
|
2018
Q4 | $2.32M | Sell |
13,090
-1,702
| -12% | -$302K | 2.55% | 10 |
|
|
2018
Q3 | $2.48M | Buy |
+14,792
| New | +$2.48M | 2.23% | 15 |
|
|
2018
Q2 | – | Sell |
-14,643
| Closed | -$2.29M | – | 87 |
|
|
2018
Q1 | $2.29M | Sell |
14,643
-77
| -0.5% | -$12K | 2.19% | 13 |
|
|
2017
Q4 | $2.53M | Buy |
+14,720
| New | +$2.53M | 2.2% | 9 |
|