Apella Capital’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 | $3.51M | Buy |
11,950
+4,751
| +66% | +$1.39M | 0.1% | 127 |
|
|
2025
Q1 | $2.19M | Buy |
7,199
+1,356
| +23% | +$412K | 0.08% | 131 |
|
|
2024
Q4 | $1.69M | Sell |
5,843
-597
| -9% | -$173K | 0.07% | 127 |
|
|
2024
Q3 | $1.96M | Buy |
6,440
+780
| +14% | +$237K | 0.08% | 108 |
|
|
2024
Q2 | $1.39M | Buy |
5,660
+680
| +14% | +$167K | 0.06% | 128 |
|
|
2024
Q1 | $1.34M | Sell |
4,980
-101
| -2% | -$27.2K | 0.07% | 119 |
|
|
2023
Q4 | $1.48M | Sell |
5,081
-58
| -1% | -$16.9K | 0.08% | 109 |
|
|
2023
Q3 | $1.35M | Buy |
5,139
+64
| +1% | +$16.9K | 0.1% | 98 |
|
|
2023
Q2 | $1.51M | Buy |
+5,075
| New | +$1.51M | 0.11% | 94 |
|
|
2022
Q4 | $1.33M | Buy |
5,057
+404
| +9% | +$106K | 0.12% | 88 |
|
|
2022
Q3 | $1.07M | Buy |
4,653
+66
| +1% | +$15.2K | 0.13% | 95 |
|
|
2022
Q2 | $1.13M | Buy |
4,587
+143
| +3% | +$35.3K | 0.14% | 96 |
|
|
2022
Q1 | $1.1M | Buy |
4,444
+17
| +0.4% | +$4.2K | 0.15% | 85 |
|
|
2021
Q4 | $1.19M | Hold |
4,427
| – | – | 0.15% | 82 |
|
|
2021
Q3 | $1.07M | Sell |
4,427
-716
| -14% | -$173K | 0.15% | 93 |
|
|
2021
Q2 | $1.19M | Sell |
5,143
-3
| -0.1% | -$693 | 0.2% | 83 |
|
|
2021
Q1 | $1.15M | Buy |
5,146
+4
| +0.1% | +$896 | 0.36% | 53 |
|
|
2020
Q4 | $1.1M | Sell |
5,142
-699
| -12% | -$150K | 0.39% | 58 |
|
|
2020
Q3 | $1.28M | Hold |
5,841
| – | – | 0.52% | 46 |
|
|
2020
Q2 | $1.08M | Hold |
5,841
| – | – | 0.5% | 49 |
|
|
2020
Q1 | $966K | Buy |
+5,841
| New | +$966K | 0.56% | 48 |
|