Capital Analysts LLC’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
$7.18M Sell
24,577
-333
-1% -$97.3K 0.24% 89
2025
Q1
$7.78M Buy
24,910
+682
+3% +$213K 0.29% 75
2024
Q4
$7.02M Buy
24,228
+474
+2% +$137K 0.28% 74
2024
Q3
$7.23M Buy
23,754
+601
+3% +$183K 0.29% 72
2024
Q2
$5.9M Buy
23,153
+462
+2% +$118K 0.26% 80
2024
Q1
$6.4M Sell
22,691
-959
-4% -$270K 0.3% 73
2023
Q4
$7.01M Sell
23,650
-555
-2% -$165K 0.35% 69
2023
Q3
$6.38M Sell
24,205
-237
-1% -$62.4K 0.35% 67
2023
Q2
$7.29M Buy
24,442
+803
+3% +$240K 0.41% 57
2023
Q1
$6.61M Buy
23,639
+609
+3% +$170K 0.38% 62
2022
Q4
$6.07M Buy
23,030
+506
+2% +$133K 0.37% 56
2022
Q3
$5.2M Buy
22,524
+736
+3% +$170K 0.36% 66
2022
Q2
$5.38M Buy
21,788
+659
+3% +$163K 0.37% 62
2022
Q1
$5.23M Buy
21,129
+12,556
+146% +$3.1M 0.33% 69
2021
Q4
$2.3M Buy
8,573
+66
+0.8% +$17.7K 0.14% 144
2021
Q3
$2.05M Sell
8,507
-219
-3% -$52.8K 0.13% 145
2021
Q2
$2.02M Sell
8,726
-487
-5% -$113K 0.14% 145
2021
Q1
$2.07M Buy
9,213
+811
+10% +$182K 0.14% 130
2020
Q4
$1.8M Sell
8,402
-868
-9% -$186K 0.16% 109
2020
Q3
$2.04M Sell
9,270
-366
-4% -$80.3K 0.19% 97
2020
Q2
$1.78M Sell
9,636
-155
-2% -$28.6K 0.19% 101
2020
Q1
$1.62M Buy
9,791
+1,093
+13% +$181K 0.2% 91
2019
Q4
$1.72M Sell
8,698
-101
-1% -$20K 0.17% 113
2019
Q3
$1.89M Buy
8,799
+354
+4% +$76K 0.2% 94
2019
Q2
$1.75M Sell
8,445
-236
-3% -$49K 0.19% 97
2019
Q1
$1.65M Buy
8,681
+1,038
+14% +$197K 0.19% 95
2018
Q4
$1.36M Buy
7,643
+172
+2% +$30.5K 0.18% 98
2018
Q3
$1.25M Buy
7,471
+158
+2% +$26.4K 0.14% 132
2018
Q2
$1.15M Buy
7,313
+243
+3% +$38.1K 0.14% 130
2018
Q1
$1.11M Buy
7,070
+92
+1% +$14.4K 0.14% 125
2017
Q4
$1.2M Sell
6,978
-320
-4% -$55.1K 0.15% 112
2017
Q3
$1.14M Buy
7,298
+168
+2% +$26.3K 0.15% 106
2017
Q2
$1.09M Sell
7,130
-1,177
-14% -$180K 0.16% 105
2017
Q1
$1.08M Buy
8,307
+857
+12% +$111K 0.17% 88
2016
Q4
$907K Buy
7,450
+227
+3% +$27.6K 0.16% 101
2016
Q3
$833K Buy
7,223
+936
+15% +$108K 0.16% 105
2016
Q2
$757K Buy
6,287
+25
+0.4% +$3.01K 0.15% 106
2016
Q1
$787K Sell
6,262
-1,282
-17% -$161K 0.16% 106
2015
Q4
$891K Buy
+7,544
New +$891K 0.18% 106
2014
Q4
Sell
-416
Closed -$39.4K 403
2014
Q3
$39.4K Buy
416
+3
+0.7% +$284 0.01% 257
2014
Q2
$41.7K Buy
413
+52
+14% +$5.25K 0.01% 249
2014
Q1
$35.4K Buy
361
+1
+0.3% +$98 0.01% 246
2013
Q4
$34.9K Buy
360
+2
+0.6% +$194 0.01% 241
2013
Q3
$34.5K Sell
358
-25,158
-99% -$2.43M 0.01% 227
2013
Q2
$2.53M Buy
+25,516
New +$2.53M 0.8% 31