Capital Planning Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $276K | Buy |
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|
2025
Q2 | $260K | Sell |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $841K | Buy |
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|
2024
Q2 | $359K | Sell |
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|
2024
Q1 | $514K | Sell |
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|
2023
Q4 | $584K | Buy |
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|
2023
Q3 | $496K | Sell |
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|
2023
Q2 | $662K | Buy |
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|
2023
Q1 | $594K | Buy |
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|
2022
Q4 | $538K | Sell |
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|
2022
Q3 | $533K | Buy |
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|
2022
Q2 | $306K | Buy |
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|
2022
Q1 | $280K | Sell |
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|
2021
Q4 | $344K | Buy |
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|
2021
Q3 | $254K | Sell |
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|
2021
Q2 | $246K | Buy |
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|
2021
Q1 | $237K | Sell |
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|
2020
Q4 | $392K | Buy |
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|
2020
Q3 | $348K | Sell |
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|
2020
Q2 | $315K | Buy |
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|
2020
Q1 | $278K | Sell |
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|
2019
Q4 | $573K | Sell |
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|
2019
Q3 | $644K | Sell |
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|
2019
Q2 | $684K | Sell |
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|
2019
Q1 | $647K | Sell |
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|
2018
Q4 | $786K | Sell |
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|
2018
Q3 | $864K | Buy |
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|
2018
Q2 | $555K | Sell |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $1.14M | Sell |
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|
2017
Q3 | $1.21M | Sell |
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|
2017
Q2 | $1.21M | Sell |
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|
2017
Q1 | $1.05M | Sell |
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|
2016
Q4 | $994K | Sell |
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|
2016
Q3 | $952K | Buy |
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|
2016
Q2 | $451K | Sell |
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|
2016
Q1 | $481K | Hold |
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|
2015
Q4 | $452K | Sell |
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|
2015
Q3 | $391K | Sell |
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|
2015
Q2 | $473K | Buy |
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|
2015
Q1 | $305K | Sell |
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|
2014
Q4 | $305K | Buy |
|