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 |
|