Aptus Capital 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 | $26.9M | Buy |
92,218
+3,560
| +4% | +$1.04M | 0.22% | 85 |
|
|
2025
Q1 | $27.7M | Buy |
88,658
+8,293
| +10% | +$2.59M | 0.29% | 72 |
|
|
2024
Q4 | $23.3M | Buy |
80,365
+14,842
| +23% | +$4.3M | 0.24% | 82 |
|
|
2024
Q3 | $20M | Buy |
65,523
+10,999
| +20% | +$3.35M | 0.3% | 81 |
|
|
2024
Q2 | $13.9M | Buy |
54,524
+11,384
| +26% | +$2.9M | 0.24% | 85 |
|
|
2024
Q1 | $12.2M | Buy |
43,140
+4,463
| +12% | +$1.26M | 0.23% | 83 |
|
|
2023
Q4 | $11.5M | Sell |
38,677
-582
| -1% | -$173K | 0.31% | 76 |
|
|
2023
Q3 | $10.3M | Sell |
39,259
-826
| -2% | -$218K | 0.28% | 77 |
|
|
2023
Q2 | $12M | Sell |
40,085
-2,557
| -6% | -$763K | 0.29% | 67 |
|
|
2023
Q1 | $11.9M | Buy |
42,642
+4,473
| +12% | +$1.25M | 0.32% | 66 |
|
|
2022
Q4 | $10.1M | Sell |
38,169
-34
| -0.1% | -$8.96K | 0.31% | 66 |
|
|
2022
Q3 | $8.82M | Buy |
38,203
+20,240
| +113% | +$4.67M | 0.21% | 60 |
|
|
2022
Q2 | $4.43M | Buy |
17,963
+14,064
| +361% | +$3.47M | 0.12% | 106 |
|
|
2022
Q1 | $964K | Buy |
3,899
+1,112
| +40% | +$275K | 0.02% | 246 |
|
|
2021
Q4 | $747K | Buy |
2,787
+13
| +0.5% | +$3.48K | 0.02% | 252 |
|
|
2021
Q3 | $669K | Hold |
2,774
| – | – | 0.02% | 248 |
|
|
2021
Q2 | $641K | Hold |
2,774
| – | – | 0.02% | 252 |
|
|
2021
Q1 | $622K | Sell |
2,774
-42
| -1% | -$9.42K | 0.02% | 236 |
|
|
2020
Q4 | $604K | Buy |
2,816
+165
| +6% | +$35.4K | 0.03% | 209 |
|
|
2020
Q3 | $581K | Hold |
2,651
| – | – | 0.03% | 186 |
|
|
2020
Q2 | $488K | Sell |
2,651
-11,500
| -81% | -$2.12M | 0.03% | 180 |
|
|
2020
Q1 | $2.34M | Sell |
14,151
-559
| -4% | -$92.4K | 0.2% | 67 |
|
|
2019
Q4 | $2.91M | Buy |
14,710
+11,960
| +435% | +$2.36M | 0.21% | 62 |
|
|
2019
Q3 | $590K | Buy |
2,750
+65
| +2% | +$13.9K | 0.03% | 181 |
|
|
2019
Q2 | $557K | Buy |
2,685
+648
| +32% | +$134K | 0.08% | 196 |
|
|
2019
Q1 | $386K | Buy |
+2,037
| New | +$386K | 0.07% | 222 |
|