Aspiriant LLC’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 | $542K | Sell |
1,856
-73
| -4% | -$21.3K | 0.02% | 187 |
|
|
2025
Q1 | $602K | Sell |
1,929
-633
| -25% | -$198K | 0.02% | 173 |
|
|
2024
Q4 | $743K | Sell |
2,562
-71
| -3% | -$20.6K | 0.03% | 164 |
|
|
2024
Q3 | $802K | Sell |
2,633
-203
| -7% | -$61.8K | 0.03% | 160 |
|
|
2024
Q2 | $723K | Sell |
2,836
-380
| -12% | -$96.9K | 0.03% | 167 |
|
|
2024
Q1 | $907K | Buy |
3,216
+87
| +3% | +$24.5K | 0.04% | 151 |
|
|
2023
Q4 | $928K | Sell |
3,129
-218
| -7% | -$64.7K | 0.04% | 150 |
|
|
2023
Q3 | $882K | Buy |
3,347
+63
| +2% | +$16.6K | 0.05% | 142 |
|
|
2023
Q2 | $980K | Sell |
3,284
-23
| -0.7% | -$6.86K | 0.05% | 134 |
|
|
2023
Q1 | $925K | Buy |
3,307
+122
| +4% | +$34.1K | 0.05% | 136 |
|
|
2022
Q4 | $839K | Sell |
3,185
-45
| -1% | -$11.9K | 0.04% | 142 |
|
|
2022
Q3 | $746K | Buy |
3,230
+640
| +25% | +$148K | 0.04% | 142 |
|
|
2022
Q2 | $639K | Buy |
2,590
+93
| +4% | +$22.9K | 0.03% | 150 |
|
|
2022
Q1 | $617K | Sell |
2,497
-107
| -4% | -$26.4K | 0.03% | 158 |
|
|
2021
Q4 | $698K | Buy |
2,604
+386
| +17% | +$103K | 0.04% | 162 |
|
|
2021
Q3 | $534K | Sell |
2,218
-603
| -21% | -$145K | 0.03% | 156 |
|
|
2021
Q2 | $652K | Buy |
2,821
+266
| +10% | +$61.5K | 0.04% | 142 |
|
|
2021
Q1 | $574K | Buy |
2,555
+75
| +3% | +$16.8K | 0.04% | 137 |
|
|
2020
Q4 | $532K | Buy |
2,480
+93
| +4% | +$20K | 0.04% | 142 |
|
|
2020
Q3 | $524K | Buy |
2,387
+1
| +0% | +$220 | 0.04% | 149 |
|
|
2020
Q2 | $441K | Sell |
2,386
-65
| -3% | -$12K | 0.04% | 136 |
|
|
2020
Q1 | $406K | Buy |
2,451
+53
| +2% | +$8.78K | 0.04% | 135 |
|
|
2019
Q4 | $473K | Sell |
2,398
-100
| -4% | -$19.7K | 0.04% | 143 |
|
|
2019
Q3 | $535K | Buy |
2,498
+190
| +8% | +$40.7K | 0.05% | 140 |
|
|
2019
Q2 | $478K | Sell |
2,308
-166
| -7% | -$34.4K | 0.04% | 151 |
|
|
2019
Q1 | $470K | Sell |
2,474
-121
| -5% | -$23K | 0.04% | 147 |
|
|
2018
Q4 | $460K | Sell |
2,595
-340
| -12% | -$60.3K | 0.03% | 147 |
|
|
2018
Q3 | $489K | Sell |
2,935
-796
| -21% | -$133K | 0.04% | 156 |
|
|
2018
Q2 | $585K | Buy |
3,731
+80
| +2% | +$12.5K | 0.05% | 147 |
|
|
2018
Q1 | $571K | Buy |
+3,651
| New | +$571K | 0.05% | 144 |
|
|
2017
Q4 | – | Sell |
-1,956
| Closed | -$306K | – | 135 |
|
|
2017
Q3 | $306K | Sell |
1,956
-391
| -17% | -$61.2K | 0.03% | 164 |
|
|
2017
Q2 | $359K | Sell |
2,347
-1,499
| -39% | -$229K | 0.03% | 162 |
|
|
2017
Q1 | $499K | Buy |
+3,846
| New | +$499K | 0.04% | 147 |
|
|
2016
Q3 | – | Sell |
-6,302
| Closed | -$606K | – | 196 |
|
|
2016
Q2 | $606K | Buy |
+6,302
| New | +$606K | 0.06% | 131 |
|