AIA
Arbor Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Hold |
1,774
| – | – | 0.07% | 57 |
|
|
2025
Q1 | $554K | Sell |
1,774
-43
| -2% | -$13.4K | 0.08% | 52 |
|
|
2024
Q4 | $527K | Sell |
1,817
-10
| -0.5% | -$2.9K | 0.07% | 53 |
|
|
2024
Q3 | $556K | Hold |
1,827
| – | – | 0.07% | 60 |
|
|
2024
Q2 | $466K | Buy |
1,827
+252
| +16% | +$64.2K | 0.07% | 54 |
|
|
2024
Q1 | $444K | Buy |
1,575
+400
| +34% | +$113K | 0.07% | 64 |
|
|
2023
Q4 | $348K | Buy |
+1,175
| New | +$348K | 0.05% | 68 |
|
|
2021
Q3 | – | Sell |
-4,913
| Closed | -$1.14M | – | 105 |
|
|
2021
Q2 | $1.14M | Buy |
4,913
+19
| +0.4% | +$4.39K | 0.24% | 32 |
|
|
2021
Q1 | $1.1M | Hold |
4,894
| – | – | 0.25% | 33 |
|
|
2020
Q4 | $1.05M | Sell |
4,894
-50
| -1% | -$10.7K | 0.24% | 33 |
|
|
2020
Q3 | $1.09M | Sell |
4,944
-181
| -4% | -$39.7K | 0.28% | 29 |
|
|
2020
Q2 | $945K | Buy |
5,125
+6
| +0.1% | +$1.11K | 0.26% | 30 |
|
|
2020
Q1 | $846K | Hold |
5,119
| – | – | 0.28% | 31 |
|
|
2019
Q4 | $1.01M | Hold |
5,119
| – | – | 0.29% | 28 |
|
|
2019
Q3 | $1.1M | Buy |
+5,119
| New | +$1.1M | 0.33% | 26 |
|
|
2018
Q3 | – | Sell |
-2,687
| Closed | -$421K | – | 60 |
|
|
2018
Q2 | $421K | Sell |
2,687
-11
| -0.4% | -$1.72K | 0.17% | 36 |
|
|
2018
Q1 | $422K | Hold |
2,698
| – | – | 0.18% | 32 |
|
|
2017
Q4 | $464K | Sell |
2,698
-144
| -5% | -$24.8K | 0.2% | 30 |
|
|
2017
Q3 | $445K | Hold |
2,842
| – | – | 0.21% | 28 |
|
|
2017
Q2 | $435K | Sell |
2,842
-7
| -0.2% | -$1.07K | 0.21% | 28 |
|
|
2017
Q1 | $369K | Hold |
2,849
| – | – | 0.19% | 31 |
|
|
2016
Q4 | $347K | Sell |
2,849
-50
| -2% | -$6.09K | 0.19% | 31 |
|
|
2016
Q3 | $334K | Buy |
2,899
+100
| +4% | +$11.5K | 0.18% | 33 |
|
|
2016
Q2 | $337K | Buy |
+2,799
| New | +$337K | 0.19% | 32 |
|