Cahill 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 | $421K | Buy |
1,439
+1
| +0.1% | +$292 | 0.05% | 188 |
|
|
2025
Q1 | $449K | Sell |
1,438
-3
| -0.2% | -$937 | 0.06% | 175 |
|
|
2024
Q4 | $418K | Sell |
1,441
-410
| -22% | -$119K | 0.06% | 175 |
|
|
2024
Q3 | $564K | Buy |
1,851
+50
| +3% | +$15.2K | 0.08% | 153 |
|
|
2024
Q2 | $459K | Buy |
1,801
+9
| +0.5% | +$2.29K | 0.06% | 180 |
|
|
2024
Q1 | $505K | Buy |
1,792
+107
| +6% | +$30.2K | 0.07% | 174 |
|
|
2023
Q4 | $500K | Buy |
1,685
+4
| +0.2% | +$1.19K | 0.07% | 163 |
|
|
2023
Q3 | $443K | Sell |
1,681
-8
| -0.5% | -$2.11K | 0.07% | 163 |
|
|
2023
Q2 | $504K | Buy |
1,689
+1
| +0.1% | +$298 | 0.08% | 161 |
|
|
2023
Q1 | $472K | Buy |
1,688
+72
| +4% | +$20.1K | 0.08% | 156 |
|
|
2022
Q4 | $426K | Sell |
1,616
-4
| -0.2% | -$1.05K | 0.08% | 161 |
|
|
2022
Q3 | $374K | Buy |
1,620
+142
| +10% | +$32.8K | 0.08% | 168 |
|
|
2022
Q2 | $365K | Sell |
1,478
-375
| -20% | -$92.6K | 0.08% | 168 |
|
|
2022
Q1 | $459K | Sell |
1,853
-220
| -11% | -$54.5K | 0.09% | 162 |
|
|
2021
Q4 | $555K | Sell |
2,073
-601
| -22% | -$161K | 0.11% | 156 |
|
|
2021
Q3 | $645K | Buy |
2,674
+2
| +0.1% | +$482 | 0.13% | 141 |
|
|
2021
Q2 | $618K | Buy |
2,672
+2
| +0.1% | +$463 | 0.14% | 129 |
|
|
2021
Q1 | $598K | Buy |
2,670
+3
| +0.1% | +$672 | 0.15% | 127 |
|
|
2020
Q4 | $572K | Buy |
2,667
+48
| +2% | +$10.3K | 0.14% | 118 |
|
|
2020
Q3 | $575K | Buy |
2,619
+2
| +0.1% | +$439 | 0.21% | 98 |
|
|
2020
Q2 | $483K | Sell |
2,617
-197
| -7% | -$36.4K | 0.19% | 100 |
|
|
2020
Q1 | $466K | Buy |
2,814
+74
| +3% | +$12.3K | 0.22% | 94 |
|
|
2019
Q4 | $542K | Sell |
2,740
-163
| -6% | -$32.2K | 0.2% | 102 |
|
|
2019
Q3 | $624K | Buy |
2,903
+2
| +0.1% | +$430 | 0.24% | 94 |
|
|
2019
Q2 | $603K | Buy |
2,901
+53
| +2% | +$11K | 0.24% | 91 |
|
|
2019
Q1 | $541K | Buy |
2,848
+2
| +0.1% | +$380 | 0.23% | 92 |
|
|
2018
Q4 | $506K | Sell |
2,846
-46
| -2% | -$8.18K | 0.25% | 92 |
|
|
2018
Q3 | $484K | Sell |
2,892
-110
| -4% | -$18.4K | 0.21% | 98 |
|
|
2018
Q2 | $471K | Sell |
3,002
-501
| -14% | -$78.6K | 0.22% | 102 |
|
|
2018
Q1 | $548K | Buy |
3,503
+106
| +3% | +$16.6K | 0.26% | 90 |
|
|
2017
Q4 | $585K | Sell |
3,397
-120
| -3% | -$20.7K | 0.29% | 87 |
|
|
2017
Q3 | $551K | Buy |
3,517
+101
| +3% | +$15.8K | 0.29% | 81 |
|
|
2017
Q2 | $524K | Sell |
3,416
-6
| -0.2% | -$920 | 0.29% | 83 |
|
|
2017
Q1 | $444K | Hold |
3,422
| – | – | 0.26% | 89 |
|
|
2016
Q4 | $417K | Buy |
3,422
+200
| +6% | +$24.4K | 0.25% | 87 |
|
|
2016
Q3 | $372K | Hold |
3,222
| – | – | 0.24% | 91 |
|
|
2016
Q2 | $388K | Buy |
3,222
+1,190
| +59% | +$143K | 0.27% | 85 |
|
|
2016
Q1 | $256K | Buy |
2,032
+18
| +0.9% | +$2.27K | 0.19% | 98 |
|
|
2015
Q4 | $238K | Buy |
+2,014
| New | +$238K | 0.19% | 94 |
|
|
2015
Q3 | – | Sell |
-2,164
| Closed | -$206K | – | 111 |
|
|
2015
Q2 | $206K | Sell |
2,164
-150
| -6% | -$14.3K | 0.15% | 106 |
|
|
2015
Q1 | $226K | Hold |
2,314
| – | – | 0.17% | 97 |
|
|
2014
Q4 | $217K | Sell |
2,314
-675
| -23% | -$63.3K | 0.17% | 99 |
|
|
2014
Q3 | $284K | Sell |
2,989
-1,106
| -27% | -$105K | 0.23% | 91 |
|
|
2014
Q2 | $413K | Sell |
4,095
-645
| -14% | -$65.1K | 0.32% | 72 |
|
|
2014
Q1 | $465K | Sell |
4,740
-51
| -1% | -$5K | 0.4% | 57 |
|
|
2013
Q4 | $465K | Buy |
+4,791
| New | +$465K | 0.4% | 62 |
|