Bragg 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 | $19.8M | Buy |
67,631
+146
| +0.2% | +$42.7K | 0.71% | 49 |
|
|
2025
Q1 | $21.1M | Buy |
67,485
+669
| +1% | +$209K | 0.87% | 40 |
|
|
2024
Q4 | $19.4M | Sell |
66,816
-476
| -0.7% | -$138K | 0.78% | 41 |
|
|
2024
Q3 | $20.5M | Sell |
67,292
-129
| -0.2% | -$39.3K | 0.84% | 36 |
|
|
2024
Q2 | $17.2M | Sell |
67,421
-277
| -0.4% | -$70.6K | 0.77% | 41 |
|
|
2024
Q1 | $19.1M | Sell |
67,698
-252
| -0.4% | -$71.1K | 0.86% | 32 |
|
|
2023
Q4 | $20.1M | Sell |
67,950
-159
| -0.2% | -$47.1K | 0.96% | 24 |
|
|
2023
Q3 | $17.9M | Sell |
68,109
-658
| -1% | -$173K | 0.95% | 23 |
|
|
2023
Q2 | $20.5M | Sell |
68,767
-1,922
| -3% | -$574K | 1.13% | 13 |
|
|
2023
Q1 | $19.8M | Sell |
70,689
-1,238
| -2% | -$346K | 1.17% | 11 |
|
|
2022
Q4 | $19M | Sell |
71,927
-1,639
| -2% | -$432K | 1.15% | 11 |
|
|
2022
Q3 | $17M | Sell |
73,566
-810
| -1% | -$187K | 1.17% | 14 |
|
|
2022
Q2 | $18.4M | Sell |
74,376
-354
| -0.5% | -$87.4K | 1.22% | 10 |
|
|
2022
Q1 | $18.5M | Buy |
74,730
+1,184
| +2% | +$293K | 1.08% | 16 |
|
|
2021
Q4 | $17.7M | Hold |
73,546
| – | – | 1.14% | 14 |
|
|
2021
Q3 | $17.7M | Buy |
73,546
+804
| +1% | +$194K | 1.14% | 14 |
|
|
2021
Q2 | $16.8M | Buy |
72,742
+505
| +0.7% | +$117K | 1.07% | 21 |
|
|
2021
Q1 | $16.2M | Buy |
72,237
+2,806
| +4% | +$629K | 1.09% | 17 |
|
|
2020
Q4 | $14.9M | Buy |
69,431
+1,191
| +2% | +$256K | 1.3% | 12 |
|
|
2020
Q3 | $15M | Buy |
68,240
+743
| +1% | +$163K | 1.54% | 6 |
|
|
2020
Q2 | $12.5M | Buy |
67,497
+1,571
| +2% | +$290K | 1.39% | 12 |
|
|
2020
Q1 | $10.9M | Buy |
65,926
+1,787
| +3% | +$295K | 1.46% | 9 |
|
|
2019
Q4 | $12.7M | Buy |
64,139
+1,038
| +2% | +$205K | 1.42% | 9 |
|
|
2019
Q3 | $13.5M | Sell |
63,101
-304
| -0.5% | -$65.3K | 1.65% | 4 |
|
|
2019
Q2 | $13.2M | Buy |
63,405
+131
| +0.2% | +$27.2K | 1.62% | 5 |
|
|
2019
Q1 | $12M | Buy |
63,274
+920
| +1% | +$175K | 1.56% | 7 |
|
|
2018
Q4 | $11.1M | Buy |
62,354
+844
| +1% | +$150K | 1.66% | 3 |
|
|
2018
Q3 | $10.3M | Buy |
61,510
+110
| +0.2% | +$18.4K | 1.38% | 8 |
|
|
2018
Q2 | $9.62M | Buy |
61,400
+892
| +1% | +$140K | 1.37% | 11 |
|
|
2018
Q1 | $9.46M | Sell |
60,508
-996
| -2% | -$156K | 1.38% | 8 |
|
|
2017
Q4 | $10.6M | Buy |
61,504
+593
| +1% | +$102K | 1.52% | 3 |
|
|
2017
Q3 | $9.54M | Buy |
60,911
+787
| +1% | +$123K | 1.46% | 2 |
|
|
2017
Q2 | $9.21M | Buy |
60,124
+842
| +1% | +$129K | 1.45% | 2 |
|
|
2017
Q1 | $7.68M | Buy |
59,282
+769
| +1% | +$99.7K | 1.23% | 9 |
|
|
2016
Q4 | $7.12M | Sell |
58,513
-688
| -1% | -$83.7K | 1.17% | 8 |
|
|
2016
Q3 | $6.83M | Buy |
59,201
+645
| +1% | +$74.4K | 1.22% | 10 |
|
|
2016
Q2 | $7.05M | Buy |
58,556
+1,402
| +2% | +$169K | 1.27% | 6 |
|
|
2016
Q1 | $7.18M | Buy |
57,154
+457
| +0.8% | +$57.4K | 1.38% | 3 |
|
|
2015
Q4 | $6.7M | Buy |
56,697
+624
| +1% | +$73.7K | 1.44% | 3 |
|
|
2015
Q3 | $5.53M | Buy |
56,073
+1,487
| +3% | +$147K | 1.32% | 7 |
|
|
2015
Q2 | $5.18M | Sell |
54,586
-552
| -1% | -$52.4K | 1.19% | 14 |
|
|
2015
Q1 | $5.37M | Buy |
55,138
+1,312
| +2% | +$128K | 1.24% | 11 |
|
|
2014
Q4 | $5.04M | Sell |
53,826
-1,620
| -3% | -$152K | 1.22% | 14 |
|
|
2014
Q3 | $5.26M | Sell |
55,446
-860
| -2% | -$81.5K | 1.33% | 9 |
|
|
2014
Q2 | $5.67M | Sell |
56,306
-266
| -0.5% | -$26.8K | 1.36% | 8 |
|
|
2014
Q1 | $5.55M | Sell |
56,572
-259
| -0.5% | -$25.4K | 1.36% | 7 |
|
|
2013
Q4 | $5.51M | Buy |
56,831
+423
| +0.7% | +$41K | 1.34% | 8 |
|
|
2013
Q3 | $5.43M | Sell |
56,408
-934
| -2% | -$89.9K | 1.41% | 5 |
|
|
2013
Q2 | $5.68M | Buy |
+57,342
| New | +$5.68M | 1.56% | 4 |
|