Capital Advisors Ltd’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 | $459K | Sell |
1,571
-53
| -3% | -$15.5K | 0.06% | 171 |
|
|
2025
Q1 | $507K | Buy |
1,624
+15
| +0.9% | +$4.68K | 0.07% | 156 |
|
|
2024
Q4 | $466K | Buy |
1,609
+27
| +2% | +$7.82K | 0.06% | 165 |
|
|
2024
Q3 | $482K | Buy |
1,582
+77
| +5% | +$23.5K | 0.06% | 162 |
|
|
2024
Q2 | $383K | Buy |
1,505
+21
| +1% | +$5.34K | 0.05% | 185 |
|
|
2024
Q1 | $418K | Buy |
1,484
+12
| +0.8% | +$3.38K | 0.05% | 174 |
|
|
2023
Q4 | $436K | Sell |
1,472
-18
| -1% | -$5.33K | 0.06% | 167 |
|
|
2023
Q3 | $393K | Sell |
1,490
-41
| -3% | -$10.8K | 0.06% | 174 |
|
|
2023
Q2 | $457K | Buy |
1,531
+742
| +94% | +$221K | 0.07% | 160 |
|
|
2023
Q1 | $221K | Sell |
789
-683
| -46% | -$191K | 0.04% | 225 |
|
|
2022
Q4 | $197K | Buy |
1,472
+874
| +146% | +$117K | 0.03% | 241 |
|
|
2022
Q3 | $138K | Buy |
598
+29
| +5% | +$6.69K | 0.03% | 273 |
|
|
2022
Q2 | $141K | Buy |
569
+25
| +5% | +$6.2K | 0.03% | 274 |
|
|
2022
Q1 | $135K | Buy |
544
+6
| +1% | +$1.49K | 0.02% | 284 |
|
|
2021
Q4 | $144K | Buy |
538
+121
| +29% | +$32.4K | 0.02% | 259 |
|
|
2021
Q3 | $101K | Hold |
417
| – | – | 0.02% | 275 |
|
|
2021
Q2 | $96K | Hold |
417
| – | – | 0.02% | 269 |
|
|
2021
Q1 | $93K | Hold |
417
| – | – | 0.02% | 249 |
|
|
2020
Q4 | $90K | Hold |
417
| – | – | 0.02% | 235 |
|
|
2020
Q3 | $92K | Hold |
417
| – | – | 0.02% | 226 |
|
|
2020
Q2 | $77K | Buy |
417
+1
| +0.2% | +$185 | 0.02% | 239 |
|
|
2020
Q1 | $69K | Buy |
416
+1
| +0.2% | +$166 | 0.02% | 235 |
|
|
2019
Q4 | $82K | Hold |
415
| – | – | 0.02% | 225 |
|
|
2019
Q3 | $89K | Sell |
415
-169
| -29% | -$36.2K | 0.02% | 205 |
|
|
2019
Q2 | $121K | Sell |
584
-1,036
| -64% | -$215K | 0.03% | 186 |
|
|
2019
Q1 | $308K | Buy |
1,620
+1
| +0.1% | +$190 | 0.08% | 120 |
|
|
2018
Q4 | $288K | Hold |
1,619
| – | – | 0.09% | 120 |
|
|
2018
Q3 | $271K | Buy |
1,619
+332
| +26% | +$55.6K | 0.08% | 126 |
|
|
2018
Q2 | $202K | Hold |
1,287
| – | – | 0.06% | 126 |
|
|
2018
Q1 | $201K | Buy |
1,287
+1
| +0.1% | +$156 | 0.07% | 126 |
|
|
2017
Q4 | $221K | Hold |
1,286
| – | – | 0.07% | 111 |
|
|
2017
Q3 | $201K | Buy |
1,286
+80
| +7% | +$12.5K | 0.07% | 114 |
|
|
2017
Q2 | $185K | Hold |
1,206
| – | – | 0.07% | 118 |
|
|
2017
Q1 | $156K | Hold |
1,206
| – | – | 0.06% | 130 |
|
|
2016
Q4 | $147K | Hold |
1,206
| – | – | 0.06% | 126 |
|
|
2016
Q3 | $139K | Hold |
1,206
| – | – | 0.06% | 129 |
|
|
2016
Q2 | $145K | Hold |
1,206
| – | – | 0.07% | 126 |
|
|
2016
Q1 | $152K | Hold |
1,206
| – | – | 0.08% | 116 |
|
|
2015
Q4 | $142K | Hold |
1,206
| – | – | 0.07% | 120 |
|
|
2015
Q3 | $119K | Hold |
1,206
| – | – | 0.07% | 125 |
|
|
2015
Q2 | $115K | Hold |
1,206
| – | – | 0.06% | 128 |
|
|
2015
Q1 | $118K | Hold |
1,206
| – | – | 0.06% | 125 |
|
|
2014
Q4 | $113K | Hold |
1,206
| – | – | 0.06% | 119 |
|
|
2014
Q3 | $114K | Sell |
1,206
-90
| -7% | -$8.51K | 0.06% | 123 |
|
|
2014
Q2 | $131K | Hold |
1,296
| – | – | 0.07% | 123 |
|
|
2014
Q1 | $127K | Buy |
1,296
+1,206
| +1,340% | +$118K | 0.07% | 124 |
|
|
2013
Q4 | $9K | Buy |
+90
| New | +$9K | 0.01% | 244 |
|