Calton & Associates’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 | $385K | Sell |
1,319
-362
| -22% | -$106K | 0.07% | 247 |
|
|
2025
Q1 | $525K | Buy |
+1,681
| New | +$525K | 0.12% | 163 |
|
|
2024
Q4 | – | Sell |
-658
| Closed | -$200K | – | 243 |
|
|
2024
Q3 | $200K | Buy |
+658
| New | +$200K | 0.08% | 224 |
|
|
2023
Q3 | – | Sell |
-822
| Closed | -$245K | – | 198 |
|
|
2023
Q2 | $245K | Sell |
822
-84
| -9% | -$25.1K | 0.11% | 166 |
|
|
2023
Q1 | $253K | Sell |
906
-1,076
| -54% | -$301K | 0.12% | 174 |
|
|
2022
Q4 | $522K | Buy |
1,982
+788
| +66% | +$208K | 0.2% | 123 |
|
|
2022
Q3 | $275K | Sell |
1,194
-238
| -17% | -$54.8K | 0.16% | 149 |
|
|
2022
Q2 | $353K | Sell |
1,432
-1,196
| -46% | -$295K | 0.2% | 133 |
|
|
2022
Q1 | $649K | Sell |
2,628
-520
| -17% | -$128K | 0.19% | 136 |
|
|
2021
Q4 | $844K | Sell |
3,148
-426
| -12% | -$114K | 0.23% | 120 |
|
|
2021
Q3 | $861K | Sell |
3,574
-1,040
| -23% | -$251K | 0.19% | 136 |
|
|
2021
Q2 | $1.07M | Buy |
4,614
+15
| +0.3% | +$3.47K | 0.2% | 105 |
|
|
2021
Q1 | $1.03M | Sell |
4,599
-326
| -7% | -$73.1K | 0.2% | 100 |
|
|
2020
Q4 | $1.06M | Sell |
4,925
-98
| -2% | -$21K | 0.19% | 96 |
|
|
2020
Q3 | $1.1M | Buy |
5,023
+262
| +6% | +$57.5K | 0.23% | 81 |
|
|
2020
Q2 | $878K | Buy |
4,761
+427
| +10% | +$78.7K | 0.19% | 96 |
|
|
2020
Q1 | $717K | Sell |
4,334
-228
| -5% | -$37.7K | 0.18% | 107 |
|
|
2019
Q4 | $902K | Buy |
4,562
+980
| +27% | +$194K | 0.18% | 100 |
|
|
2019
Q3 | $769K | Buy |
3,582
+59
| +2% | +$12.7K | 0.17% | 107 |
|
|
2019
Q2 | $732K | Buy |
3,523
+371
| +12% | +$77.1K | 0.21% | 85 |
|
|
2019
Q1 | $599K | Buy |
3,152
+876
| +38% | +$166K | 0.18% | 108 |
|
|
2018
Q4 | $404K | Sell |
2,276
-566
| -20% | -$100K | 0.15% | 128 |
|
|
2018
Q3 | $476K | Buy |
2,842
+21
| +0.7% | +$3.52K | 0.14% | 123 |
|
|
2018
Q2 | $448K | Sell |
2,821
-433
| -13% | -$68.8K | 0.13% | 131 |
|
|
2018
Q1 | $509K | Buy |
3,254
+956
| +42% | +$150K | 0.15% | 151 |
|
|
2017
Q4 | $406K | Buy |
+2,298
| New | +$406K | 0.1% | 189 |
|