CISOA
Capital Investment Services of America’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Hold |
1,112
| – | – | 0.03% | 74 |
|
|
2025
Q1 | $347K | Hold |
1,112
| – | – | 0.04% | 69 |
|
|
2024
Q4 | $322K | Hold |
1,112
| – | – | 0.03% | 69 |
|
|
2024
Q3 | $339K | Buy |
1,112
+55
| +5% | +$16.8K | 0.03% | 67 |
|
|
2024
Q2 | $269K | Sell |
1,057
-90
| -8% | -$22.9K | 0.03% | 70 |
|
|
2024
Q1 | $323K | Sell |
1,147
-34
| -3% | -$9.59K | 0.03% | 66 |
|
|
2023
Q4 | $350K | Buy |
1,181
+34
| +3% | +$10.1K | 0.04% | 65 |
|
|
2023
Q3 | $302K | Hold |
1,147
| – | – | 0.04% | 65 |
|
|
2023
Q2 | $342K | Hold |
1,147
| – | – | 0.04% | 65 |
|
|
2023
Q1 | $321K | Sell |
1,147
-40
| -3% | -$11.2K | 0.04% | 62 |
|
|
2022
Q4 | $313K | Hold |
1,187
| – | – | 0.04% | 64 |
|
|
2022
Q3 | $274K | Sell |
1,187
-10
| -0.8% | -$2.31K | 0.04% | 65 |
|
|
2022
Q2 | $296K | Buy |
1,197
+90
| +8% | +$22.3K | 0.04% | 65 |
|
|
2022
Q1 | $297K | Hold |
1,107
| – | – | 0.03% | 68 |
|
|
2021
Q4 | $297K | Hold |
1,107
| – | – | 0.03% | 68 |
|
|
2021
Q3 | $267K | Hold |
1,107
| – | – | 0.03% | 68 |
|
|
2021
Q2 | $256K | Hold |
1,107
| – | – | 0.02% | 72 |
|
|
2021
Q1 | $248K | Sell |
1,107
-28
| -2% | -$6.27K | 0.03% | 75 |
|
|
2020
Q4 | $244K | Buy |
1,135
+28
| +3% | +$6.02K | 0.03% | 68 |
|
|
2020
Q3 | $243K | Hold |
1,107
| – | – | 0.03% | 66 |
|
|
2020
Q2 | $204K | Buy |
+1,107
| New | +$204K | 0.03% | 65 |
|
|
2020
Q1 | – | Sell |
-1,107
| Closed | -$219K | – | 64 |
|
|
2019
Q4 | $219K | Hold |
1,107
| – | – | 0.03% | 69 |
|
|
2019
Q3 | $238K | Hold |
1,107
| – | – | 0.04% | 63 |
|
|
2019
Q2 | $230K | Hold |
1,107
| – | – | 0.03% | 63 |
|
|
2019
Q1 | $210K | Buy |
+1,107
| New | +$210K | 0.03% | 63 |
|