Cambridge 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 | $251K | Sell |
858
-50
| -6% | -$14.6K | 0.05% | 158 |
|
|
2025
Q1 | $284K | Hold |
908
| – | – | 0.06% | 148 |
|
|
2024
Q4 | $263K | Buy |
908
+95
| +12% | +$27.5K | 0.06% | 151 |
|
|
2024
Q3 | $248K | Sell |
813
-1
| -0.1% | -$305 | 0.05% | 158 |
|
|
2024
Q2 | $207K | Sell |
814
-25
| -3% | -$6.37K | 0.05% | 163 |
|
|
2024
Q1 | $237K | Hold |
839
| – | – | 0.06% | 159 |
|
|
2023
Q4 | $249K | Hold |
839
| – | – | 0.06% | 151 |
|
|
2023
Q3 | $221K | Sell |
839
-75
| -8% | -$19.8K | 0.06% | 156 |
|
|
2023
Q2 | $273K | Sell |
914
-78
| -8% | -$23.3K | 0.07% | 143 |
|
|
2023
Q1 | $277K | Sell |
992
-80
| -7% | -$22.4K | 0.07% | 154 |
|
|
2022
Q4 | $283K | Sell |
1,072
-16
| -1% | -$4.22K | 0.08% | 147 |
|
|
2022
Q3 | $251K | Sell |
1,088
-2
| -0.2% | -$461 | 0.07% | 151 |
|
|
2022
Q2 | $269K | Sell |
1,090
-189
| -15% | -$46.6K | 0.07% | 150 |
|
|
2022
Q1 | $316K | Buy |
1,279
+24
| +2% | +$5.93K | 0.08% | 148 |
|
|
2021
Q4 | $337K | Buy |
1,255
+159
| +15% | +$42.7K | 0.08% | 147 |
|
|
2021
Q3 | $264K | Hold |
1,096
| – | – | 0.06% | 157 |
|
|
2021
Q2 | $253K | Sell |
1,096
-125
| -10% | -$28.9K | 0.06% | 156 |
|
|
2021
Q1 | $274K | Buy |
1,221
+76
| +7% | +$17.1K | 0.07% | 146 |
|
|
2020
Q4 | $246K | Hold |
1,145
| – | – | 0.07% | 142 |
|
|
2020
Q3 | $251K | Hold |
1,145
| – | – | 0.07% | 135 |
|
|
2020
Q2 | $211K | Buy |
+1,145
| New | +$211K | 0.07% | 136 |
|
|
2020
Q1 | – | Sell |
-1,125
| Closed | -$222K | – | 146 |
|
|
2019
Q4 | $222K | Hold |
1,125
| – | – | 0.07% | 136 |
|
|
2019
Q3 | $242K | Hold |
1,125
| – | – | 0.08% | 118 |
|
|
2019
Q2 | $234K | Sell |
1,125
-200
| -15% | -$41.6K | 0.08% | 124 |
|
|
2019
Q1 | $252K | Sell |
1,325
-70
| -5% | -$13.3K | 0.09% | 121 |
|
|
2018
Q4 | $248K | Hold |
1,395
| – | – | 0.09% | 116 |
|
|
2018
Q3 | $233K | Hold |
1,395
| – | – | 0.08% | 127 |
|
|
2018
Q2 | $219K | Hold |
1,395
| – | – | 0.08% | 132 |
|
|
2018
Q1 | $218K | Buy |
+1,395
| New | +$218K | 0.08% | 130 |
|
|
2017
Q4 | – | Sell |
-1,395
| Closed | -$219K | – | 143 |
|
|
2017
Q3 | $219K | Hold |
1,395
| – | – | 0.08% | 126 |
|
|
2017
Q2 | $214K | Buy |
+1,395
| New | +$214K | 0.09% | 126 |
|