Capital Investment Advisors’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 | $9.67M | Sell |
33,100
-212
| -0.6% | -$61.9K | 0.17% | 110 |
|
2025
Q1 | $10.4M | Buy |
33,312
+3,719
| +13% | +$1.16M | 0.2% | 100 |
|
2024
Q4 | $8.58M | Sell |
29,593
-22
| -0.1% | -$6.38K | 0.17% | 107 |
|
2024
Q3 | $9.02M | Sell |
29,615
-153
| -0.5% | -$46.6K | 0.19% | 106 |
|
2024
Q2 | $7.59M | Buy |
29,768
+399
| +1% | +$102K | 0.17% | 108 |
|
2024
Q1 | $8.28M | Buy |
29,369
+282
| +1% | +$79.5K | 0.19% | 103 |
|
2023
Q4 | $8.62M | Buy |
29,087
+566
| +2% | +$168K | 0.22% | 98 |
|
2023
Q3 | $7.51M | Sell |
28,521
-1,378
| -5% | -$363K | 0.21% | 99 |
|
2023
Q2 | $8.92M | Sell |
29,899
-736
| -2% | -$220K | 0.27% | 78 |
|
2023
Q1 | $8.57M | Sell |
30,635
-573
| -2% | -$160K | 0.25% | 86 |
|
2022
Q4 | $8.22M | Buy |
31,208
+636
| +2% | +$168K | 0.25% | 88 |
|
2022
Q3 | $7.05M | Buy |
30,572
+805
| +3% | +$186K | 0.24% | 94 |
|
2022
Q2 | $7.35M | Buy |
29,767
+192
| +0.6% | +$47.4K | 0.24% | 93 |
|
2022
Q1 | $7.31M | Sell |
29,575
-99
| -0.3% | -$24.5K | 0.22% | 96 |
|
2021
Q4 | $7.96M | Sell |
29,674
-207
| -0.7% | -$55.5K | 0.24% | 86 |
|
2021
Q3 | $7.21M | Buy |
29,881
+1,522
| +5% | +$367K | 0.24% | 85 |
|
2021
Q2 | $6.55M | Buy |
28,359
+1,667
| +6% | +$385K | 0.23% | 88 |
|
2021
Q1 | $5.98M | Buy |
26,692
+534
| +2% | +$120K | 0.23% | 90 |
|
2020
Q4 | $5.61M | Buy |
26,158
+199
| +0.8% | +$42.7K | 0.23% | 84 |
|
2020
Q3 | $5.7M | Sell |
25,959
-661
| -2% | -$145K | 0.27% | 78 |
|
2020
Q2 | $4.91M | Buy |
26,620
+144
| +0.5% | +$26.6K | 0.25% | 84 |
|
2020
Q1 | $4.38M | Buy |
26,476
+318
| +1% | +$52.6K | 0.28% | 78 |
|
2019
Q4 | $5.17M | Buy |
26,158
+2,103
| +9% | +$416K | 0.25% | 96 |
|
2019
Q3 | $5.17M | Sell |
24,055
-1,127
| -4% | -$242K | 0.27% | 90 |
|
2019
Q2 | $5.23M | Buy |
25,182
+60
| +0.2% | +$12.5K | 0.29% | 86 |
|
2019
Q1 | $4.77M | Sell |
25,122
-1,465
| -6% | -$278K | 0.28% | 86 |
|
2018
Q4 | $4.72M | Sell |
26,587
-1,583
| -6% | -$281K | 0.31% | 72 |
|
2018
Q3 | $4.71M | Sell |
28,170
-442
| -2% | -$73.9K | 0.28% | 79 |
|
2018
Q2 | $4.48M | Sell |
28,612
-19,807
| -41% | -$3.1M | 0.28% | 73 |
|
2018
Q1 | $7.57M | Sell |
48,419
-522
| -1% | -$81.6K | 0.49% | 49 |
|
2017
Q4 | $8.42M | Buy |
48,941
+587
| +1% | +$101K | 0.55% | 42 |
|
2017
Q3 | $7.58M | Buy |
48,354
+943
| +2% | +$148K | 0.52% | 45 |
|
2017
Q2 | $7.26M | Buy |
47,411
+20,366
| +75% | +$3.12M | 0.52% | 46 |
|
2017
Q1 | $3.51M | Buy |
27,045
+361
| +1% | +$46.8K | 0.27% | 88 |
|
2016
Q4 | $3.25M | Buy |
26,684
+602
| +2% | +$73.3K | 0.27% | 83 |
|
2016
Q3 | $3.01M | Sell |
26,082
-1,001
| -4% | -$115K | 0.27% | 88 |
|
2016
Q2 | $3.26M | Sell |
27,083
-4,808
| -15% | -$579K | 0.31% | 71 |
|
2016
Q1 | $4.01M | Buy |
31,891
+5,315
| +20% | +$668K | 0.39% | 58 |
|
2015
Q4 | $3.14M | Buy |
26,576
+7,543
| +40% | +$891K | 0.32% | 68 |
|
2015
Q3 | $1.88M | Sell |
19,033
-169
| -0.9% | -$16.6K | 0.21% | 105 |
|
2015
Q2 | $1.83M | Buy |
19,202
+2,276
| +13% | +$216K | 0.2% | 117 |
|
2015
Q1 | $1.65M | Buy |
16,926
+240
| +1% | +$23.4K | 0.17% | 122 |
|
2014
Q4 | $1.56M | Buy |
16,686
+918
| +6% | +$86K | 0.17% | 121 |
|
2014
Q3 | $1.5M | Buy |
15,768
+1,150
| +8% | +$109K | 0.17% | 132 |
|
2014
Q2 | $1.47M | Buy |
14,618
+262
| +2% | +$26.4K | 0.17% | 135 |
|
2014
Q1 | $1.41M | Sell |
14,356
-66
| -0.5% | -$6.47K | 0.18% | 134 |
|
2013
Q4 | $1.4M | Buy |
+14,422
| New | +$1.4M | 0.19% | 130 |
|