Beacon Investment Advisory Services’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 | $819K | Sell |
2,802
-1,546
| -36% | -$452K | 0.04% | 139 |
|
|
2025
Q1 | $1.36M | Sell |
4,348
-26
| -0.6% | -$8.12K | 0.06% | 118 |
|
|
2024
Q4 | $1.27M | Sell |
4,374
-1,304
| -23% | -$378K | 0.05% | 126 |
|
|
2024
Q3 | $1.73M | Buy |
5,678
+115
| +2% | +$35K | 0.07% | 121 |
|
|
2024
Q2 | $1.42M | Sell |
5,563
-1,659
| -23% | -$423K | 0.06% | 125 |
|
|
2024
Q1 | $2.04M | Sell |
7,222
-98
| -1% | -$27.6K | 0.09% | 117 |
|
|
2023
Q4 | $2.17M | Buy |
7,320
+441
| +6% | +$131K | 0.1% | 117 |
|
|
2023
Q3 | $1.81M | Sell |
6,879
-117
| -2% | -$30.8K | 0.09% | 123 |
|
|
2023
Q2 | $2.09M | Sell |
6,996
-585
| -8% | -$175K | 0.1% | 125 |
|
|
2023
Q1 | $2.12M | Sell |
7,581
-40
| -0.5% | -$11.2K | 0.1% | 120 |
|
|
2022
Q4 | $2.01M | Sell |
7,621
-50
| -0.7% | -$13.2K | 0.1% | 120 |
|
|
2022
Q3 | $1.77M | Buy |
7,671
+3,212
| +72% | +$741K | 0.1% | 124 |
|
|
2022
Q2 | $1.1M | Buy |
4,459
+134
| +3% | +$33.1K | 0.06% | 150 |
|
|
2022
Q1 | $1.07M | Sell |
4,325
-109
| -2% | -$27K | 0.05% | 156 |
|
|
2021
Q4 | $1.19M | Buy |
4,434
+174
| +4% | +$46.7K | 0.05% | 156 |
|
|
2021
Q3 | $1.03M | Sell |
4,260
-2,751
| -39% | -$663K | 0.04% | 166 |
|
|
2021
Q2 | $1.62M | Sell |
7,011
-160
| -2% | -$36.9K | 0.07% | 143 |
|
|
2021
Q1 | $1.61M | Buy |
7,171
+2,216
| +45% | +$497K | 0.07% | 140 |
|
|
2020
Q4 | $1.06M | Sell |
4,955
-930
| -16% | -$200K | 0.05% | 147 |
|
|
2020
Q3 | $1.29M | Sell |
5,885
-9,070
| -61% | -$1.99M | 0.07% | 135 |
|
|
2020
Q2 | $2.76M | Buy |
14,955
+10,139
| +211% | +$1.87M | 0.16% | 103 |
|
|
2020
Q1 | $796K | Sell |
4,816
-534
| -10% | -$88.3K | 0.06% | 139 |
|
|
2019
Q4 | $1.06M | Buy |
+5,350
| New | +$1.06M | 0.06% | 139 |
|
|
2018
Q3 | – | Sell |
-1,577
| Closed | -$247K | – | 260 |
|
|
2018
Q2 | $247K | Sell |
1,577
-373
| -19% | -$58.4K | 0.03% | 229 |
|
|
2018
Q1 | $305K | Sell |
1,950
-40
| -2% | -$6.26K | 0.03% | 212 |
|
|
2017
Q4 | $343K | Sell |
1,990
-256
| -11% | -$44.1K | 0.04% | 188 |
|
|
2017
Q3 | $352K | Buy |
+2,246
| New | +$352K | 0.03% | 211 |
|