Capital Advisors Inc’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 | $1.94M | Sell |
6,640
-402
| -6% | -$117K | 0.03% | 123 |
|
|
2025
Q1 | $2.2M | Buy |
7,042
+494
| +8% | +$154K | 0.04% | 114 |
|
|
2024
Q4 | $1.9M | Sell |
6,548
-13
| -0.2% | -$3.77K | 0.04% | 121 |
|
|
2024
Q3 | $2M | Buy |
6,561
+343
| +6% | +$104K | 0.04% | 120 |
|
|
2024
Q2 | $1.58M | Sell |
6,218
-25
| -0.4% | -$6.37K | 0.03% | 133 |
|
|
2024
Q1 | $1.76M | Buy |
6,243
+256
| +4% | +$72.2K | 0.04% | 129 |
|
|
2023
Q4 | $1.78M | Sell |
5,987
-239
| -4% | -$70.9K | 0.04% | 142 |
|
|
2023
Q3 | $1.64M | Sell |
6,226
-481
| -7% | -$127K | 0.04% | 114 |
|
|
2023
Q2 | $2M | Buy |
6,707
+619
| +10% | +$185K | 0.05% | 106 |
|
|
2023
Q1 | $1.7M | Buy |
6,088
+141
| +2% | +$39.4K | 0.05% | 106 |
|
|
2022
Q4 | $1.57M | Buy |
5,947
+342
| +6% | +$90.1K | 0.04% | 116 |
|
|
2022
Q3 | $1.36M | Buy |
5,605
+56
| +1% | +$13.6K | 0.04% | 115 |
|
|
2022
Q2 | $1.37M | Buy |
5,549
+139
| +3% | +$34.3K | 0.04% | 115 |
|
|
2022
Q1 | $1.34M | Buy |
5,410
+71
| +1% | +$17.6K | 0.04% | 111 |
|
|
2021
Q4 | $1.43M | Sell |
5,339
-93
| -2% | -$24.9K | 0.04% | 114 |
|
|
2021
Q3 | $1.31M | Sell |
5,432
-86
| -2% | -$20.7K | 0.04% | 117 |
|
|
2021
Q2 | $1.28M | Buy |
5,518
+80
| +1% | +$18.5K | 0.04% | 118 |
|
|
2021
Q1 | $1.22M | Sell |
5,438
-27
| -0.5% | -$6.05K | 0.04% | 116 |
|
|
2020
Q4 | $1.17M | Buy |
5,465
+1,077
| +25% | +$231K | 0.04% | 108 |
|
|
2020
Q3 | $963K | Buy |
4,388
+798
| +22% | +$175K | 0.04% | 108 |
|
|
2020
Q2 | $729K | Buy |
3,590
+156
| +5% | +$31.7K | 0.03% | 113 |
|
|
2020
Q1 | $568K | Sell |
3,434
-78
| -2% | -$12.9K | 0.03% | 108 |
|
|
2019
Q4 | $694K | Buy |
3,512
+45
| +1% | +$8.89K | 0.03% | 121 |
|
|
2019
Q3 | $720K | Hold |
3,467
| – | – | 0.04% | 122 |
|
|
2019
Q2 | $720K | Buy |
+3,467
| New | +$720K | 0.04% | 122 |
|
|
2019
Q1 | – | Sell |
-3,325
| Closed | -$590K | – | 161 |
|
|
2018
Q4 | $590K | Buy |
3,325
+123
| +4% | +$21.8K | 0.04% | 125 |
|
|
2018
Q3 | $536K | Buy |
3,202
+18
| +0.6% | +$3.01K | 0.03% | 135 |
|
|
2018
Q2 | $499K | Sell |
3,184
-302
| -9% | -$47.3K | 0.03% | 137 |
|
|
2018
Q1 | $545K | Sell |
3,486
-3,383
| -49% | -$529K | 0.03% | 140 |
|
|
2017
Q4 | $1.18M | Buy |
6,869
+17
| +0.2% | +$2.93K | 0.07% | 123 |
|
|
2017
Q3 | $1.07M | Buy |
6,852
+17
| +0.2% | +$2.67K | 0.07% | 121 |
|
|
2017
Q2 | $1.05M | Buy |
6,835
+17
| +0.2% | +$2.6K | 0.07% | 122 |
|
|
2017
Q1 | $884K | Sell |
6,818
-79
| -1% | -$10.2K | 0.06% | 117 |
|
|
2016
Q4 | $840K | Buy |
6,897
+1,012
| +17% | +$123K | 0.06% | 122 |
|
|
2016
Q3 | $679K | Buy |
5,885
+17
| +0.3% | +$1.96K | 0.1% | 83 |
|
|
2016
Q2 | $706K | Buy |
5,868
+15
| +0.3% | +$1.81K | 0.11% | 82 |
|
|
2016
Q1 | $736K | Buy |
5,853
+3,443
| +143% | +$433K | 0.12% | 82 |
|
|
2015
Q4 | $285K | Buy |
2,410
+87
| +4% | +$10.3K | 0.05% | 104 |
|
|
2015
Q3 | $229K | Buy |
+2,323
| New | +$229K | 0.04% | 109 |
|
|
2015
Q2 | – | Sell |
-70,192
| Closed | -$6.84M | – | 131 |
|
|
2015
Q1 | $6.84M | Sell |
70,192
-6,739
| -9% | -$657K | 0.84% | 52 |
|
|
2014
Q4 | $7.21M | Buy |
76,931
+3,814
| +5% | +$357K | 1.33% | 42 |
|
|
2014
Q3 | $6.93M | Buy |
73,117
+2,000
| +3% | +$190K | 1.42% | 35 |
|
|
2014
Q2 | $7.16M | Buy |
71,117
+1,390
| +2% | +$140K | 1.39% | 32 |
|
|
2014
Q1 | $6.84M | Sell |
69,727
-285
| -0.4% | -$27.9K | 1.48% | 27 |
|
|
2013
Q4 | $6.79M | Buy |
+70,012
| New | +$6.79M | 1.5% | 25 |
|