Barnes Pettey Financial 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 | $269K | Hold |
920
| – | – | 0.18% | 87 |
|
|
2025
Q1 | $287K | Sell |
920
-20
| -2% | -$6.25K | 0.22% | 76 |
|
|
2024
Q4 | $272K | Hold |
940
| – | – | 0.21% | 80 |
|
|
2024
Q3 | $286K | Hold |
940
| – | – | 0.23% | 74 |
|
|
2024
Q2 | $240K | Hold |
940
| – | – | 0.21% | 79 |
|
|
2024
Q1 | $265K | Buy |
940
+130
| +16% | +$36.7K | 0.23% | 75 |
|
|
2023
Q4 | $240K | Sell |
810
-180
| -18% | -$53.4K | 0.2% | 87 |
|
|
2023
Q3 | $261K | Hold |
990
| – | – | 0.24% | 76 |
|
|
2023
Q2 | $295K | Buy |
990
+15
| +2% | +$4.48K | 0.26% | 71 |
|
|
2023
Q1 | $273K | Hold |
975
| – | – | 0.26% | 80 |
|
|
2022
Q4 | $257K | Buy |
975
+20
| +2% | +$5.27K | 0.27% | 83 |
|
|
2022
Q3 | $220K | Sell |
955
-190
| -17% | -$43.8K | 0.3% | 81 |
|
|
2022
Q2 | $283K | Sell |
1,145
-76
| -6% | -$18.8K | 0.37% | 68 |
|
|
2022
Q1 | $302K | Hold |
1,221
| – | – | 0.37% | 66 |
|
|
2021
Q4 | $327K | Buy |
+1,221
| New | +$327K | 0.38% | 64 |
|