Capital Insight Partners’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 | $561K | Hold |
1,920
| – | – | 0.1% | 127 |
|
|
2025
Q1 | $600K | Hold |
1,920
| – | – | 0.1% | 125 |
|
|
2024
Q4 | $557K | Buy |
1,920
+197
| +11% | +$57.1K | 0.1% | 129 |
|
|
2024
Q3 | $525K | Sell |
1,723
-76
| -4% | -$23.1K | 0.09% | 128 |
|
|
2024
Q2 | $458K | Sell |
1,799
-7
| -0.4% | -$1.78K | 0.09% | 130 |
|
|
2024
Q1 | $509K | Buy |
1,806
+10
| +0.6% | +$2.82K | 0.1% | 133 |
|
|
2023
Q4 | $533K | Hold |
1,796
| – | – | 0.11% | 114 |
|
|
2023
Q3 | $473K | Sell |
1,796
-9
| -0.5% | -$2.37K | 0.11% | 115 |
|
|
2023
Q2 | $539K | Buy |
1,805
+687
| +61% | +$205K | 0.12% | 115 |
|
|
2023
Q1 | $313K | Sell |
1,118
-10
| -0.9% | -$2.8K | 0.07% | 140 |
|
|
2022
Q4 | $297K | Hold |
1,128
| – | – | 0.08% | 134 |
|
|
2022
Q3 | $260K | Sell |
1,128
-119
| -10% | -$27.4K | 0.07% | 135 |
|
|
2022
Q2 | $308K | Sell |
1,247
-64
| -5% | -$15.8K | 0.07% | 138 |
|
|
2022
Q1 | $324K | Hold |
1,311
| – | – | 0.07% | 145 |
|
|
2021
Q4 | $351K | Hold |
1,311
| – | – | 0.07% | 130 |
|
|
2021
Q3 | $316K | Hold |
1,311
| – | – | 0.07% | 137 |
|
|
2021
Q2 | $303K | Hold |
1,311
| – | – | 0.07% | 136 |
|
|
2021
Q1 | $294K | Hold |
1,311
| – | – | 0.07% | 133 |
|
|
2020
Q4 | $281K | Sell |
1,311
-25
| -2% | -$5.36K | 0.07% | 132 |
|
|
2020
Q3 | $293K | Hold |
1,336
| – | – | 0.08% | 132 |
|
|
2020
Q2 | $246K | Buy |
1,336
+65
| +5% | +$12K | 0.08% | 134 |
|
|
2020
Q1 | $210K | Sell |
1,271
-158
| -11% | -$26.1K | 0.11% | 88 |
|
|
2019
Q4 | $282K | Sell |
1,429
-109
| -7% | -$21.5K | 0.13% | 87 |
|
|
2019
Q3 | $330K | Sell |
1,538
-12
| -0.8% | -$2.58K | 0.29% | 71 |
|
|
2019
Q2 | $322K | Sell |
1,550
-78
| -5% | -$16.2K | 0.28% | 70 |
|
|
2019
Q1 | $309K | Sell |
1,628
-97
| -6% | -$18.4K | 0.28% | 69 |
|
|
2018
Q4 | $306K | Buy |
1,725
+157
| +10% | +$27.9K | 0.32% | 67 |
|
|
2018
Q3 | $262K | Hold |
1,568
| – | – | 0.23% | 71 |
|
|
2018
Q2 | $246K | Buy |
1,568
+37
| +2% | +$5.81K | 0.2% | 67 |
|
|
2018
Q1 | $239K | Sell |
1,531
-20
| -1% | -$3.12K | 0.19% | 70 |
|
|
2017
Q4 | $267K | Sell |
1,551
-29
| -2% | -$4.99K | 0.21% | 74 |
|
|
2017
Q3 | $248K | Buy |
1,580
+126
| +9% | +$19.8K | 0.21% | 71 |
|
|
2017
Q2 | $223K | Buy |
+1,454
| New | +$223K | 0.2% | 72 |
|