Aviance Capital 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 | $3.02M | Buy |
10,328
+205
| +2% | +$59.9K | 0.39% | 61 |
|
|
2025
Q1 | $3.16M | Sell |
10,123
-35
| -0.3% | -$10.9K | 0.44% | 49 |
|
|
2024
Q4 | $2.94M | Sell |
10,158
-1,610
| -14% | -$467K | 0.41% | 57 |
|
|
2024
Q3 | $3.58M | Buy |
11,768
+51
| +0.4% | +$15.5K | 0.47% | 46 |
|
|
2024
Q2 | $2.99M | Buy |
11,717
+15
| +0.1% | +$3.82K | 0.42% | 52 |
|
|
2024
Q1 | $3.3M | Buy |
11,702
+8,538
| +270% | +$2.41M | 0.49% | 46 |
|
|
2023
Q4 | $938K | Sell |
3,164
-642
| -17% | -$190K | 0.2% | 125 |
|
|
2023
Q3 | $1M | Buy |
3,806
+27
| +0.7% | +$7.11K | 0.23% | 120 |
|
|
2023
Q2 | $1.13M | Buy |
3,779
+3
| +0.1% | +$895 | 0.24% | 121 |
|
|
2023
Q1 | $1.06M | Buy |
3,776
+628
| +20% | +$176K | 0.23% | 121 |
|
|
2022
Q4 | $830K | Buy |
3,148
+318
| +11% | +$83.8K | 0.19% | 140 |
|
|
2022
Q3 | $653K | Buy |
2,830
+17
| +0.6% | +$3.92K | 0.16% | 153 |
|
|
2022
Q2 | $694K | Buy |
2,813
+4
| +0.1% | +$987 | 0.15% | 157 |
|
|
2022
Q1 | $695K | Sell |
2,809
-115
| -4% | -$28.5K | 0.13% | 163 |
|
|
2021
Q4 | $784K | Buy |
2,924
+3
| +0.1% | +$804 | 0.13% | 154 |
|
|
2021
Q3 | $704K | Sell |
2,921
-28
| -0.9% | -$6.75K | 0.12% | 168 |
|
|
2021
Q2 | $681K | Buy |
2,949
+111
| +4% | +$25.6K | 0.12% | 174 |
|
|
2021
Q1 | $636K | Sell |
2,838
-155
| -5% | -$34.7K | 0.12% | 183 |
|
|
2020
Q4 | $642K | Sell |
2,993
-56
| -2% | -$12K | 0.13% | 162 |
|
|
2020
Q3 | $669K | Sell |
3,049
-37
| -1% | -$8.12K | 0.15% | 146 |
|
|
2020
Q2 | $569K | Buy |
3,086
+4
| +0.1% | +$738 | 0.14% | 152 |
|
|
2020
Q1 | $510K | Buy |
3,082
+5
| +0.2% | +$827 | 0.16% | 141 |
|
|
2019
Q4 | $608K | Buy |
3,077
+3
| +0.1% | +$593 | 0.16% | 145 |
|
|
2019
Q3 | $660K | Sell |
3,074
-51
| -2% | -$11K | 0.19% | 132 |
|
|
2019
Q2 | $649K | Sell |
3,125
-197
| -6% | -$40.9K | 0.18% | 145 |
|
|
2019
Q1 | $631K | Buy |
3,322
+59
| +2% | +$11.2K | 0.18% | 140 |
|
|
2018
Q4 | $579K | Buy |
3,263
+203
| +7% | +$36K | 0.2% | 130 |
|
|
2018
Q3 | $512K | Sell |
3,060
-31
| -1% | -$5.19K | 0.12% | 164 |
|
|
2018
Q2 | $484K | Sell |
3,091
-337
| -10% | -$52.8K | 0.14% | 168 |
|
|
2018
Q1 | $536K | Sell |
3,428
-195
| -5% | -$30.5K | 0.16% | 153 |
|
|
2017
Q4 | $624K | Buy |
3,623
+248
| +7% | +$42.7K | 0.21% | 135 |
|
|
2017
Q3 | $529K | Sell |
3,375
-392
| -10% | -$61.4K | 0.18% | 142 |
|
|
2017
Q2 | $577K | Buy |
3,767
+7
| +0.2% | +$1.07K | 0.19% | 133 |
|
|
2017
Q1 | $487K | Buy |
3,760
+9
| +0.2% | +$1.17K | 0.18% | 144 |
|
|
2016
Q4 | $457K | Buy |
3,751
+10
| +0.3% | +$1.22K | 0.16% | 139 |
|
|
2016
Q3 | $432K | Sell |
3,741
-66
| -2% | -$7.62K | 0.15% | 138 |
|
|
2016
Q2 | $458K | Sell |
3,807
-603
| -14% | -$72.5K | 0.17% | 132 |
|
|
2016
Q1 | $554K | Buy |
4,410
+696
| +19% | +$87.4K | 0.19% | 122 |
|
|
2015
Q4 | $439K | Sell |
3,714
-91
| -2% | -$10.8K | 0.15% | 139 |
|
|
2015
Q3 | $375K | Buy |
3,805
+1,205
| +46% | +$119K | 0.15% | 141 |
|
|
2015
Q2 | $247K | Hold |
2,600
| – | – | 0.09% | 179 |
|
|
2015
Q1 | $253K | Sell |
2,600
-1,000
| -28% | -$97.3K | 0.09% | 192 |
|
|
2014
Q4 | $337K | Hold |
3,600
| – | – | 0.13% | 180 |
|
|
2014
Q3 | $341K | Sell |
3,600
-300
| -8% | -$28.4K | 0.13% | 189 |
|
|
2014
Q2 | $393K | Sell |
3,900
-100
| -3% | -$10.1K | 0.15% | 170 |
|
|
2014
Q1 | $392K | Sell |
4,000
-1,028
| -20% | -$101K | 0.17% | 154 |
|
|
2013
Q4 | $488K | Sell |
5,028
-550
| -10% | -$53.4K | 0.21% | 135 |
|
|
2013
Q3 | $537K | Sell |
5,578
-355
| -6% | -$34.2K | 0.25% | 116 |
|
|
2013
Q2 | $587K | Buy |
+5,933
| New | +$587K | 0.32% | 88 |
|