Annex Advisory Services’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 | $1.07M | Sell |
3,664
-3
| -0.1% | -$876 | 0.03% | 157 |
|
|
2025
Q1 | $1.15M | Buy |
3,667
+312
| +9% | +$97.5K | 0.03% | 154 |
|
|
2024
Q4 | $973K | Sell |
3,355
-52
| -2% | -$15.1K | 0.03% | 163 |
|
|
2024
Q3 | $1.04M | Sell |
3,407
-108
| -3% | -$32.9K | 0.03% | 142 |
|
|
2024
Q2 | $896K | Buy |
3,515
+621
| +21% | +$158K | 0.03% | 138 |
|
|
2024
Q1 | $816K | Buy |
2,894
+838
| +41% | +$236K | 0.03% | 142 |
|
|
2023
Q4 | $610K | Sell |
2,056
-1,039
| -34% | -$308K | 0.03% | 157 |
|
|
2023
Q3 | $816K | Sell |
3,095
-60
| -2% | -$15.8K | 0.05% | 114 |
|
|
2023
Q2 | $942K | Buy |
3,155
+255
| +9% | +$76.1K | 0.05% | 111 |
|
|
2023
Q1 | $811K | Buy |
2,900
+89
| +3% | +$24.9K | 0.04% | 118 |
|
|
2022
Q4 | $741K | Sell |
2,811
-144
| -5% | -$38K | 0.04% | 129 |
|
|
2022
Q3 | $682K | Sell |
2,955
-531
| -15% | -$123K | 0.05% | 133 |
|
|
2022
Q2 | $861K | Buy |
3,486
+814
| +30% | +$201K | 0.06% | 135 |
|
|
2022
Q1 | $661K | Buy |
2,672
+105
| +4% | +$26K | 0.05% | 138 |
|
|
2021
Q4 | $688K | Buy |
2,567
+226
| +10% | +$60.6K | 0.05% | 139 |
|
|
2021
Q3 | $564K | Buy |
2,341
+65
| +3% | +$15.7K | 0.05% | 138 |
|
|
2021
Q2 | $526K | Sell |
2,276
-15
| -0.7% | -$3.47K | 0.04% | 144 |
|
|
2021
Q1 | $514K | Sell |
2,291
-59
| -3% | -$13.2K | 0.05% | 135 |
|
|
2020
Q4 | $504K | Buy |
2,350
+70
| +3% | +$15K | 0.05% | 128 |
|
|
2020
Q3 | $500K | Sell |
2,280
-73
| -3% | -$16K | 0.06% | 86 |
|
|
2020
Q2 | $434K | Buy |
2,353
+166
| +8% | +$30.6K | 0.06% | 84 |
|
|
2020
Q1 | $361K | Buy |
2,187
+277
| +15% | +$45.7K | 0.05% | 93 |
|
|
2019
Q4 | $377K | Sell |
1,910
-98
| -5% | -$19.3K | 0.05% | 97 |
|
|
2019
Q3 | $431K | Buy |
2,008
+98
| +5% | +$21K | 0.06% | 86 |
|
|
2019
Q2 | $397K | Buy |
1,910
+10
| +0.5% | +$2.08K | 0.06% | 85 |
|
|
2019
Q1 | $361K | Sell |
1,900
-40
| -2% | -$7.6K | 0.05% | 88 |
|
|
2018
Q4 | $344K | Hold |
1,940
| – | – | 0.05% | 94 |
|
|
2018
Q3 | $325K | Buy |
1,940
+136
| +8% | +$22.8K | 0.05% | 100 |
|
|
2018
Q2 | $283K | Buy |
1,804
+47
| +3% | +$7.37K | 0.05% | 97 |
|
|
2018
Q1 | $275K | Sell |
1,757
-23
| -1% | -$3.6K | 0.05% | 107 |
|
|
2017
Q4 | $306K | Sell |
1,780
-10
| -0.6% | -$1.72K | 0.06% | 93 |
|
|
2017
Q3 | $280K | Hold |
1,790
| – | – | 0.06% | 100 |
|
|
2017
Q2 | $274K | Sell |
1,790
-114
| -6% | -$17.5K | 0.06% | 104 |
|
|
2017
Q1 | $247K | Buy |
+1,904
| New | +$247K | 0.06% | 103 |
|
|
2016
Q2 | – | Sell |
-1,639
| Closed | -$206K | – | 122 |
|
|
2016
Q1 | $206K | Sell |
1,639
-185
| -10% | -$23.3K | 0.06% | 104 |
|
|
2015
Q4 | $216K | Buy |
+1,824
| New | +$216K | 0.06% | 102 |
|
|
2014
Q4 | – | Sell |
-3,689
| Closed | -$350K | – | 101 |
|
|
2014
Q3 | $350K | Sell |
3,689
-189
| -5% | -$17.9K | 0.12% | 55 |
|
|
2014
Q2 | $391K | Sell |
3,878
-173
| -4% | -$17.4K | 0.13% | 47 |
|
|
2014
Q1 | $397K | Sell |
4,051
-1,321
| -25% | -$129K | 0.15% | 45 |
|
|
2013
Q4 | $521K | Sell |
5,372
-5,238
| -49% | -$508K | 0.2% | 45 |
|
|
2013
Q3 | $1.02M | Sell |
10,610
-57
| -0.5% | -$5.49K | 0.48% | 35 |
|
|
2013
Q2 | $1.06M | Buy |
+10,667
| New | +$1.06M | 0.58% | 33 |
|