Arax Advisory Partners’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 | $2.77M | Buy |
8,978
+447
| +5% | +$138K | 0.13% | 125 |
|
2025
Q1 | $2.66M | Sell |
8,531
-1,869
| -18% | -$584K | 0.17% | 92 |
|
2024
Q4 | $3.02M | Buy |
10,400
+3,012
| +41% | +$873K | 0.19% | 87 |
|
2024
Q3 | $2.25M | Buy |
7,388
+18
| +0.2% | +$5.48K | 0.2% | 66 |
|
2024
Q2 | $1.88M | Buy |
7,370
+1,283
| +21% | +$327K | 0.18% | 74 |
|
2024
Q1 | $1.72M | Sell |
6,087
-177
| -3% | -$49.9K | 0.18% | 70 |
|
2023
Q4 | $1.86M | Sell |
6,264
-2
| -0% | -$593 | 0.21% | 64 |
|
2023
Q3 | $1.65M | Buy |
6,266
+403
| +7% | +$106K | 0.21% | 66 |
|
2023
Q2 | $1.75M | Buy |
5,863
+12
| +0.2% | +$3.58K | 0.22% | 57 |
|
2023
Q1 | $1.64M | Buy |
5,851
+76
| +1% | +$21.2K | 0.22% | 56 |
|
2022
Q4 | $1.52M | Buy |
5,775
+1
| +0% | +$264 | 0.21% | 57 |
|
2022
Q3 | $1.33M | Sell |
5,774
-296
| -5% | -$68.3K | 0.21% | 56 |
|
2022
Q2 | $1.5M | Buy |
6,070
+74
| +1% | +$18.3K | 0.23% | 55 |
|
2022
Q1 | $1.48M | Buy |
5,996
+184
| +3% | +$45.5K | 0.2% | 58 |
|
2021
Q4 | $1.56M | Sell |
5,812
-78
| -1% | -$20.9K | 0.2% | 55 |
|
2021
Q3 | $1.42M | Buy |
5,890
+121
| +2% | +$29.2K | 0.19% | 55 |
|
2021
Q2 | $1.33M | Buy |
+5,769
| New | +$1.33M | 0.18% | 58 |
|
2020
Q4 | $1.24M | Sell |
5,761
-144
| -2% | -$30.9K | 0.18% | 50 |
|
2020
Q3 | $1.3M | Buy |
5,905
+130
| +2% | +$28.5K | 0.22% | 50 |
|
2020
Q2 | $1.07M | Buy |
5,775
+185
| +3% | +$34.1K | 0.19% | 56 |
|
2020
Q1 | $924K | Buy |
5,590
+389
| +7% | +$64.3K | 0.21% | 56 |
|
2019
Q4 | $1.03M | Buy |
5,201
+31
| +0.6% | +$6.13K | 0.3% | 36 |
|
2019
Q3 | $1.11M | Sell |
5,170
-23
| -0.4% | -$4.94K | 0.33% | 31 |
|
2019
Q2 | $1.08M | Buy |
+5,193
| New | +$1.08M | 0.36% | 31 |
|
2018
Q4 | $899K | Sell |
5,064
-113
| -2% | -$20.1K | 0.36% | 37 |
|
2018
Q3 | $866K | Sell |
5,177
-532
| -9% | -$89K | 0.35% | 33 |
|
2018
Q2 | $894K | Buy |
5,709
+4,962
| +664% | +$777K | 0.39% | 27 |
|
2018
Q1 | $116K | Buy |
747
+153
| +26% | +$23.8K | 0.06% | 124 |
|
2017
Q4 | $102K | Sell |
594
-16
| -3% | -$2.75K | 0.04% | 146 |
|
2017
Q3 | $95K | Buy |
610
+181
| +42% | +$28.2K | 0.05% | 151 |
|
2017
Q2 | $66K | Sell |
429
-2
| -0.5% | -$308 | 0.03% | 198 |
|
2017
Q1 | $55K | Buy |
431
+3
| +0.7% | +$383 | 0.03% | 191 |
|
2016
Q4 | $52K | Buy |
+428
| New | +$52K | 0.03% | 164 |
|