Cambridge Financial Group’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
$6.03M Sell
20,631
-7,223
-26% -$2.11M 3.04% 15
2025
Q1
$8.7M Sell
27,854
-260
-0.9% -$81.2K 3.78% 7
2024
Q4
$8.15M Buy
+28,114
New +$8.15M 3.37% 13
2024
Q2
$6.62M Buy
25,967
+2,465
+10% +$628K 2.98% 20
2024
Q1
$6.63M Sell
23,502
-125
-0.5% -$35.2K 2.94% 24
2023
Q4
$7.01M Sell
23,627
-992
-4% -$294K 3.5% 12
2023
Q3
$6.49M Buy
+24,619
New +$6.49M 3.53% 13
2022
Q4
$7.26M Sell
27,546
-1,600
-5% -$422K 4.05% 4
2022
Q3
$6.73M Buy
+29,146
New +$6.73M 4.05% 6
2022
Q1
$7.57M Sell
30,629
-2,955
-9% -$731K 3.4% 13
2021
Q4
$9M Buy
33,584
+1,765
+6% +$473K 3.53% 10
2021
Q3
$7.67M Sell
31,819
-125
-0.4% -$30.1K 3.37% 14
2021
Q2
$7.38M Buy
31,944
+42
+0.1% +$9.7K 3.16% 19
2021
Q1
$7.15M Buy
31,902
+3,590
+13% +$805K 3.16% 21
2020
Q4
$6.08M Sell
28,312
-655
-2% -$141K 2.89% 25
2020
Q3
$6.36M Sell
28,967
-905
-3% -$199K 3.34% 15
2020
Q2
$5.51M Sell
29,872
-310
-1% -$57.2K 3.11% 19
2020
Q1
$4.99M Sell
30,182
-420
-1% -$69.4K 3.37% 20
2019
Q4
$6.05M Sell
30,602
-380
-1% -$75.1K 3.08% 22
2019
Q3
$6.65M Sell
30,982
-1,885
-6% -$405K 3.62% 7
2019
Q2
$6.83M Sell
32,867
-50
-0.2% -$10.4K 3.63% 7
2019
Q1
$6.25M Sell
32,917
-2,000
-6% -$380K 3.39% 13
2018
Q4
$6.2M Sell
34,917
-5,055
-13% -$898K 3.96% 4
2018
Q3
$6.69M Hold
39,972
3.03% 21
2018
Q2
$6.26M Buy
39,972
+3,198
+9% +$501K 3.08% 21
2018
Q1
$5.75M Sell
36,774
-4,596
-11% -$719K 3.1% 22
2017
Q4
$7.12M Sell
41,370
-935
-2% -$161K 3.52% 9
2017
Q3
$6.63M Sell
42,305
-1,992
-4% -$312K 3.47% 11
2017
Q2
$6.78M Sell
44,297
-346
-0.8% -$53K 3.63% 4
2017
Q1
$5.79M Buy
44,643
+3,606
+9% +$467K 3.26% 21
2016
Q4
$5M Buy
41,037
+1,342
+3% +$163K 2.91% 25
2016
Q3
$4.58M Sell
39,695
-555
-1% -$64K 2.81% 28
2016
Q2
$4.84M Buy
+40,250
New +$4.84M 2.96% 23