Capital Asset 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 | $999K | Sell |
3,358
-476
| -12% | -$142K | 0.05% | 135 |
|
|
2025
Q1 | $1.19M | Sell |
3,834
-543
| -12% | -$169K | 0.06% | 129 |
|
|
2024
Q4 | $1.29M | Buy |
4,377
+251
| +6% | +$74K | 0.06% | 132 |
|
|
2024
Q3 | $1.25M | Buy |
4,126
+146
| +4% | +$44.1K | 0.06% | 133 |
|
|
2024
Q2 | $978K | Buy |
3,980
+113
| +3% | +$27.8K | 0.05% | 140 |
|
|
2024
Q1 | $1.03M | Sell |
3,867
-839
| -18% | -$224K | 0.06% | 134 |
|
|
2023
Q4 | $1.4M | Sell |
4,706
-293
| -6% | -$86.9K | 0.09% | 120 |
|
|
2023
Q3 | $1.25M | Buy |
4,999
+730
| +17% | +$183K | 0.09% | 119 |
|
|
2023
Q2 | $1.26M | Buy |
4,269
+153
| +4% | +$45.1K | 0.09% | 110 |
|
|
2023
Q1 | $1.15M | Sell |
4,116
-544
| -12% | -$152K | 0.09% | 114 |
|
|
2022
Q4 | $1.25M | Sell |
4,660
-597
| -11% | -$161K | 0.1% | 108 |
|
|
2022
Q3 | $1.21M | Sell |
5,257
-898
| -15% | -$207K | 0.16% | 75 |
|
|
2022
Q2 | $1.52M | Buy |
6,155
+389
| +7% | +$96.1K | 0.17% | 81 |
|
|
2022
Q1 | $1.43M | Sell |
5,766
-583
| -9% | -$144K | 0.15% | 89 |
|
|
2021
Q4 | $1.7M | Buy |
6,349
+1,350
| +27% | +$362K | 0.18% | 75 |
|
|
2021
Q3 | $1.21M | Buy |
4,999
+2,787
| +126% | +$672K | 0.13% | 106 |
|
|
2021
Q2 | $511K | Sell |
2,212
-325
| -13% | -$75.1K | 0.06% | 257 |
|
|
2021
Q1 | $569K | Buy |
2,537
+64
| +3% | +$14.4K | 0.08% | 225 |
|
|
2020
Q4 | $531K | Buy |
2,473
+143
| +6% | +$30.7K | 0.09% | 187 |
|
|
2020
Q3 | $511K | Sell |
2,330
-102
| -4% | -$22.4K | 0.11% | 157 |
|
|
2020
Q2 | $498K | Buy |
2,432
+222
| +10% | +$45.5K | 0.11% | 169 |
|
|
2020
Q1 | $382K | Sell |
2,210
-627
| -22% | -$108K | 0.1% | 170 |
|
|
2019
Q4 | $612K | Buy |
+2,837
| New | +$612K | 0.14% | 137 |
|