Capital Advantage’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 | $606K | Sell |
2,073
-79
| -4% | -$23.1K | 0.1% | 85 |
|
|
2025
Q1 | $624K | Hold |
2,152
| – | – | 0.11% | 77 |
|
|
2024
Q4 | $624K | Buy |
+2,152
| New | +$624K | 0.11% | 77 |
|
|
2021
Q2 | – | Sell |
-2,263
| Closed | -$507K | – | 82 |
|
|
2021
Q1 | $507K | Sell |
2,263
-1
| -0% | -$224 | 0.14% | 61 |
|
|
2020
Q4 | $479K | Hold |
2,264
| – | – | 0.14% | 58 |
|
|
2020
Q3 | $513K | Hold |
2,264
| – | – | 0.17% | 46 |
|
|
2020
Q2 | $418K | Sell |
2,264
-100
| -4% | -$18.5K | 0.15% | 58 |
|
|
2020
Q1 | $440K | Sell |
2,364
-39
| -2% | -$7.26K | 0.17% | 51 |
|
|
2019
Q4 | $508K | Buy |
2,403
+246
| +11% | +$52K | 0.16% | 50 |
|
|
2019
Q3 | $463K | Buy |
+2,157
| New | +$463K | 0.16% | 49 |
|
|
2019
Q1 | $405K | Sell |
2,132
-73
| -3% | -$13.9K | 0.14% | 51 |
|
|
2018
Q4 | $391K | Sell |
2,205
-735
| -25% | -$130K | 0.15% | 45 |
|
|
2018
Q3 | $492K | Sell |
2,940
-393
| -12% | -$65.8K | 0.11% | 43 |
|
|
2018
Q2 | $522K | Buy |
3,333
+1
| +0% | +$157 | 0.12% | 43 |
|
|
2018
Q1 | $521K | Buy |
3,332
+139
| +4% | +$21.7K | 0.13% | 41 |
|
|
2017
Q4 | $550K | Sell |
3,193
-370
| -10% | -$63.7K | 0.14% | 43 |
|
|
2017
Q3 | $558K | Sell |
3,563
-48
| -1% | -$7.52K | 0.14% | 41 |
|
|
2017
Q2 | $553K | Sell |
3,611
-70
| -2% | -$10.7K | 0.14% | 43 |
|
|
2017
Q1 | $477K | Buy |
3,681
+171
| +5% | +$22.2K | 0.13% | 45 |
|
|
2016
Q4 | $427K | Sell |
3,510
-212
| -6% | -$25.8K | 0.12% | 51 |
|
|
2016
Q3 | $429K | Buy |
3,722
+419
| +13% | +$48.3K | 0.12% | 49 |
|
|
2016
Q2 | $397K | Sell |
3,303
-79
| -2% | -$9.5K | 0.12% | 51 |
|
|
2016
Q1 | $425K | Buy |
3,382
+8
| +0.2% | +$1.01K | 0.15% | 50 |
|
|
2015
Q4 | $399K | Sell |
3,374
-316
| -9% | -$37.4K | 0.13% | 52 |
|
|
2015
Q3 | $364K | Buy |
3,690
+108
| +3% | +$10.7K | 0.14% | 53 |
|
|
2015
Q2 | $341K | Sell |
3,582
-162
| -4% | -$15.4K | 0.13% | 50 |
|
|
2015
Q1 | $365K | Hold |
3,744
| – | – | 0.15% | 45 |
|
|
2014
Q4 | $351K | Hold |
3,744
| – | – | 0.14% | 44 |
|
|
2014
Q3 | $355K | Hold |
3,744
| – | – | 0.19% | 36 |
|
|
2014
Q2 | $377K | Sell |
3,744
-140
| -4% | -$14.1K | 0.21% | 35 |
|
|
2014
Q1 | $381K | Buy |
3,884
+400
| +11% | +$39.2K | 0.27% | 28 |
|
|
2013
Q4 | $338K | Buy |
+3,484
| New | +$338K | 0.23% | 28 |
|