Capital Advisory Group Advisory Services’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 | $465K | Buy |
1,590
+8
| +0.5% | +$2.34K | 0.17% | 117 |
|
|
2025
Q1 | $494K | Buy |
1,582
+57
| +4% | +$17.8K | 0.19% | 112 |
|
|
2024
Q4 | $442K | Buy |
1,525
+1
| +0.1% | +$290 | 0.16% | 119 |
|
|
2024
Q3 | $464K | Buy |
1,524
+1
| +0.1% | +$305 | 0.18% | 105 |
|
|
2024
Q2 | $388K | Buy |
1,523
+136
| +10% | +$34.7K | 0.17% | 109 |
|
|
2024
Q1 | $391K | Hold |
1,387
| – | – | 0.19% | 105 |
|
|
2023
Q4 | $411K | Hold |
1,387
| – | – | 0.22% | 95 |
|
|
2023
Q3 | $365K | Buy |
+1,387
| New | +$365K | 0.21% | 103 |
|
|
2023
Q2 | – | Sell |
-1,423
| Closed | -$398K | – | 117 |
|
|
2023
Q1 | $398K | Buy |
1,423
+17
| +1% | +$4.75K | 0.24% | 91 |
|
|
2022
Q4 | $371K | Hold |
1,406
| – | – | 0.25% | 92 |
|
|
2022
Q3 | $324K | Hold |
1,406
| – | – | 0.23% | 97 |
|
|
2022
Q2 | $345K | Hold |
1,406
| – | – | 0.21% | 98 |
|
|
2022
Q1 | $348K | Hold |
1,406
| – | – | 0.16% | 115 |
|
|
2021
Q4 | $377K | Sell |
1,406
-113
| -7% | -$30.3K | 0.16% | 117 |
|
|
2021
Q3 | $366K | Hold |
1,519
| – | – | 0.13% | 137 |
|
|
2021
Q2 | $351K | Buy |
1,519
+35
| +2% | +$8.09K | 0.13% | 139 |
|
|
2021
Q1 | $333K | Hold |
1,484
| – | – | 0.13% | 134 |
|
|
2020
Q4 | $318K | Sell |
1,484
-15
| -1% | -$3.21K | 0.13% | 121 |
|
|
2020
Q3 | $329K | Sell |
1,499
-10
| -0.7% | -$2.2K | 0.17% | 100 |
|
|
2020
Q2 | $278K | Hold |
1,509
| – | – | 0.16% | 99 |
|
|
2020
Q1 | $248K | Sell |
1,509
-75
| -5% | -$12.3K | 0.31% | 54 |
|
|
2019
Q4 | $314K | Buy |
1,584
+19
| +1% | +$3.77K | 0.17% | 77 |
|
|
2019
Q3 | $334K | Hold |
1,565
| – | – | 0.22% | 55 |
|
|
2019
Q2 | $327K | Hold |
1,565
| – | – | 0.22% | 54 |
|
|
2019
Q1 | $298K | Hold |
1,565
| – | – | 0.21% | 57 |
|
|
2018
Q4 | $279K | Sell |
1,565
-40
| -2% | -$7.13K | 0.22% | 55 |
|
|
2018
Q3 | $267K | Sell |
1,605
-40
| -2% | -$6.65K | 0.18% | 63 |
|
|
2018
Q2 | $258K | Sell |
1,645
-200
| -11% | -$31.4K | 0.19% | 63 |
|
|
2018
Q1 | $289K | Buy |
+1,845
| New | +$289K | 0.21% | 59 |
|