BFA
Benedict Financial Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.47M | Buy |
22,136
+30
| +0.1% | +$8.77K | 1.47% | 20 |
|
|
2025
Q1 | $6.91M | Sell |
22,106
-29
| -0.1% | -$9.06K | 1.6% | 17 |
|
|
2024
Q4 | $6.42M | Sell |
22,135
-221
| -1% | -$64.1K | 1.56% | 16 |
|
|
2024
Q3 | $6.81M | Sell |
22,356
-1,581
| -7% | -$481K | 1.61% | 15 |
|
|
2024
Q2 | $6.1M | Sell |
23,937
-1,231
| -5% | -$314K | 1.55% | 14 |
|
|
2024
Q1 | $7.1M | Sell |
25,168
-176
| -0.7% | -$49.6K | 1.8% | 12 |
|
|
2023
Q4 | $7.51M | Sell |
25,344
-185
| -0.7% | -$54.9K | 2.05% | 7 |
|
|
2023
Q3 | $6.73M | Sell |
25,529
-267
| -1% | -$70.3K | 1.94% | 7 |
|
|
2023
Q2 | $7.7M | Sell |
25,796
-279
| -1% | -$83.3K | 2.12% | 7 |
|
|
2023
Q1 | $7.29M | Sell |
26,075
-732
| -3% | -$205K | 2.05% | 9 |
|
|
2022
Q4 | $7.06M | Sell |
26,807
-289
| -1% | -$76.2K | 2.1% | 9 |
|
|
2022
Q3 | $6.25M | Sell |
27,096
-321
| -1% | -$74.1K | 2% | 10 |
|
|
2022
Q2 | $6.77M | Buy |
27,417
+941
| +4% | +$232K | 2% | 10 |
|
|
2022
Q1 | $6.55M | Sell |
26,476
-208
| -0.8% | -$51.4K | 1.75% | 12 |
|
|
2021
Q4 | $7.15M | Sell |
26,684
-519
| -2% | -$139K | 1.87% | 8 |
|
|
2021
Q3 | $6.56M | Sell |
27,203
-238
| -0.9% | -$57.4K | 1.83% | 11 |
|
|
2021
Q2 | $6.34M | Sell |
27,441
-223
| -0.8% | -$51.5K | 1.76% | 12 |
|
|
2021
Q1 | $6.2M | Buy |
27,664
+1,408
| +5% | +$316K | 1.79% | 12 |
|
|
2020
Q4 | $5.63M | Buy |
26,256
+220
| +0.8% | +$47.2K | 2.03% | 13 |
|
|
2020
Q3 | $5.72M | Buy |
26,036
+91
| +0.4% | +$20K | 2.2% | 11 |
|
|
2020
Q2 | $4.79M | Sell |
25,945
-116
| -0.4% | -$21.4K | 1.97% | 11 |
|
|
2020
Q1 | $4.31M | Sell |
26,061
-223
| -0.8% | -$36.9K | 2.03% | 12 |
|
|
2019
Q4 | $5.19M | Sell |
26,284
-210
| -0.8% | -$41.5K | 2.02% | 10 |
|
|
2019
Q3 | $5.69M | Sell |
26,494
-901
| -3% | -$193K | 2.33% | 7 |
|
|
2019
Q2 | $5.69M | Sell |
27,395
-673
| -2% | -$140K | 2.37% | 7 |
|
|
2019
Q1 | $5.33M | Sell |
28,068
-835
| -3% | -$159K | 2.31% | 7 |
|
|
2018
Q4 | $5.13M | Sell |
28,903
-516
| -2% | -$91.6K | 2.53% | 7 |
|
|
2018
Q3 | $4.92M | Sell |
29,419
-324
| -1% | -$54.2K | 2.21% | 10 |
|
|
2018
Q2 | $4.66M | Sell |
29,743
-152
| -0.5% | -$23.8K | 2.3% | 9 |
|
|
2018
Q1 | $4.68M | Sell |
29,895
-799
| -3% | -$125K | 2.35% | 8 |
|
|
2017
Q4 | $5.28M | Sell |
30,694
-2,176
| -7% | -$375K | 2.54% | 7 |
|
|
2017
Q3 | $5.15M | Sell |
32,870
-937
| -3% | -$147K | 2.64% | 6 |
|
|
2017
Q2 | $5.2M | Sell |
33,807
-449
| -1% | -$69.1K | 2.71% | 6 |
|
|
2017
Q1 | $4.44M | Sell |
34,256
-72
| -0.2% | -$9.33K | 2.42% | 9 |
|
|
2016
Q4 | $4.18M | Sell |
34,328
-406
| -1% | -$49.4K | 2.41% | 7 |
|
|
2016
Q3 | $3.98M | Buy |
34,734
+106
| +0.3% | +$12.2K | 2.32% | 11 |
|
|
2016
Q2 | $4.17M | Sell |
34,628
-528
| -2% | -$63.6K | 2.44% | 10 |
|
|
2016
Q1 | $4.42M | Sell |
35,156
-228
| -0.6% | -$28.7K | 2.69% | 6 |
|
|
2015
Q4 | $4.18M | Buy |
35,384
+193
| +0.5% | +$22.8K | 2.65% | 7 |
|
|
2015
Q3 | $3.47M | Buy |
35,191
+472
| +1% | +$46.5K | 2.41% | 12 |
|
|
2015
Q2 | $3.37M | Buy |
34,719
+175
| +0.5% | +$17K | 2.19% | 15 |
|
|
2015
Q1 | $3.37M | Buy |
34,544
+563
| +2% | +$54.9K | 2.16% | 15 |
|
|
2014
Q4 | $3.19M | Buy |
+33,981
| New | +$3.19M | 2.09% | 17 |
|