Capital Advisors Wealth Management’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 | $1.04M | Buy |
3,564
+62
| +2% | +$18.1K | 0.16% | 70 |
|
|
2025
Q1 | $1.09M | Buy |
3,502
+43
| +1% | +$13.4K | 0.19% | 65 |
|
|
2024
Q4 | $1M | Sell |
3,459
-99
| -3% | -$28.7K | 0.18% | 66 |
|
|
2024
Q3 | $1.08M | Buy |
3,558
+14
| +0.4% | +$4.26K | 0.2% | 59 |
|
|
2024
Q2 | $903K | Sell |
3,544
-87
| -2% | -$22.2K | 0.18% | 62 |
|
|
2024
Q1 | $1.02M | Sell |
3,631
-147
| -4% | -$41.4K | 0.21% | 56 |
|
|
2023
Q4 | $1.12M | Sell |
3,778
-92
| -2% | -$27.3K | 0.26% | 52 |
|
|
2023
Q3 | $1.02M | Buy |
3,870
+144
| +4% | +$37.9K | 0.27% | 51 |
|
|
2023
Q2 | $1.11M | Buy |
3,726
+135
| +4% | +$40.3K | 0.28% | 52 |
|
|
2023
Q1 | $1M | Buy |
3,591
+38
| +1% | +$10.6K | 0.28% | 57 |
|
|
2022
Q4 | $936K | Buy |
3,553
+22
| +0.6% | +$5.8K | 0.28% | 49 |
|
|
2022
Q3 | $815K | Buy |
3,531
+153
| +5% | +$35.3K | 0.27% | 48 |
|
|
2022
Q2 | $834K | Buy |
3,378
+7
| +0.2% | +$1.73K | 0.27% | 46 |
|
|
2022
Q1 | $834K | Buy |
3,371
+193
| +6% | +$47.7K | 0.26% | 53 |
|
|
2021
Q4 | $852K | Sell |
3,178
-151
| -5% | -$40.5K | 0.26% | 52 |
|
|
2021
Q3 | $803K | Buy |
3,329
+1,951
| +142% | +$471K | 0.28% | 48 |
|
|
2021
Q2 | $318K | Buy |
1,378
+131
| +11% | +$30.2K | 0.12% | 72 |
|
|
2021
Q1 | $280K | Buy |
+1,247
| New | +$280K | 0.12% | 74 |
|