Capital Planning 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 | $260K | Sell |
889
-6
| -0.7% | -$1.75K | 0.04% | 125 |
|
|
2025
Q1 | $280K | Sell |
895
-145
| -14% | -$45.3K | 0.04% | 124 |
|
|
2024
Q4 | $301K | Sell |
1,040
-1,723
| -62% | -$499K | 0.05% | 119 |
|
|
2024
Q3 | $841K | Buy |
2,763
+1,353
| +96% | +$412K | 0.13% | 81 |
|
|
2024
Q2 | $359K | Sell |
1,410
-414
| -23% | -$106K | 0.06% | 108 |
|
|
2024
Q1 | $514K | Sell |
1,824
-145
| -7% | -$40.9K | 0.09% | 101 |
|
|
2023
Q4 | $584K | Buy |
1,969
+85
| +5% | +$25.2K | 0.11% | 94 |
|
|
2023
Q3 | $496K | Sell |
1,884
-333
| -15% | -$87.7K | 0.1% | 87 |
|
|
2023
Q2 | $662K | Buy |
2,217
+93
| +4% | +$27.8K | 0.13% | 86 |
|
|
2023
Q1 | $594K | Buy |
2,124
+81
| +4% | +$22.6K | 0.13% | 84 |
|
|
2022
Q4 | $538K | Sell |
2,043
-265
| -11% | -$69.8K | 0.13% | 84 |
|
|
2022
Q3 | $533K | Buy |
2,308
+1,068
| +86% | +$247K | 0.14% | 80 |
|
|
2022
Q2 | $306K | Buy |
1,240
+107
| +9% | +$26.4K | 0.08% | 104 |
|
|
2022
Q1 | $280K | Sell |
1,133
-150
| -12% | -$37.1K | 0.06% | 132 |
|
|
2021
Q4 | $344K | Buy |
1,283
+229
| +22% | +$61.4K | 0.07% | 120 |
|
|
2021
Q3 | $254K | Sell |
1,054
-12
| -1% | -$2.89K | 0.05% | 131 |
|
|
2021
Q2 | $246K | Buy |
1,066
+9
| +0.9% | +$2.08K | 0.05% | 134 |
|
|
2021
Q1 | $237K | Sell |
1,057
-768
| -42% | -$172K | 0.05% | 122 |
|
|
2020
Q4 | $392K | Buy |
1,825
+240
| +15% | +$51.6K | 0.1% | 107 |
|
|
2020
Q3 | $348K | Sell |
1,585
-120
| -7% | -$26.3K | 0.1% | 104 |
|
|
2020
Q2 | $315K | Buy |
1,705
+23
| +1% | +$4.25K | 0.09% | 111 |
|
|
2020
Q1 | $278K | Sell |
1,682
-1,218
| -42% | -$201K | 0.1% | 100 |
|
|
2019
Q4 | $573K | Sell |
2,900
-100
| -3% | -$19.8K | 0.15% | 86 |
|
|
2019
Q3 | $644K | Sell |
3,000
-292
| -9% | -$62.7K | 0.19% | 78 |
|
|
2019
Q2 | $684K | Sell |
3,292
-113
| -3% | -$23.5K | 0.2% | 76 |
|
|
2019
Q1 | $647K | Sell |
3,405
-1,020
| -23% | -$194K | 0.2% | 80 |
|
|
2018
Q4 | $786K | Sell |
4,425
-742
| -14% | -$132K | 0.29% | 73 |
|
|
2018
Q3 | $864K | Buy |
5,167
+1,622
| +46% | +$271K | 0.28% | 78 |
|
|
2018
Q2 | $555K | Sell |
3,545
-3,284
| -48% | -$514K | 0.25% | 77 |
|
|
2018
Q1 | $1.07M | Buy |
6,829
+199
| +3% | +$31.1K | 0.38% | 67 |
|
|
2017
Q4 | $1.14M | Sell |
6,630
-1,060
| -14% | -$182K | 0.4% | 65 |
|
|
2017
Q3 | $1.21M | Sell |
7,690
-197
| -2% | -$30.9K | 0.47% | 59 |
|
|
2017
Q2 | $1.21M | Sell |
7,887
-250
| -3% | -$38.3K | 0.53% | 53 |
|
|
2017
Q1 | $1.06M | Sell |
8,137
-33
| -0.4% | -$4.28K | 0.52% | 52 |
|
|
2016
Q4 | $994K | Sell |
8,170
-80
| -1% | -$9.73K | 0.53% | 45 |
|
|
2016
Q3 | $952K | Buy |
8,250
+4,500
| +120% | +$519K | 0.51% | 50 |
|
|
2016
Q2 | $451K | Sell |
3,750
-75
| -2% | -$9.02K | 0.25% | 70 |
|
|
2016
Q1 | $481K | Hold |
3,825
| – | – | 0.23% | 67 |
|
|
2015
Q4 | $452K | Sell |
3,825
-140
| -4% | -$16.5K | 0.26% | 73 |
|
|
2015
Q3 | $391K | Sell |
3,965
-1,010
| -20% | -$99.6K | 0.26% | 71 |
|
|
2015
Q2 | $473K | Buy |
4,975
+1,840
| +59% | +$175K | 0.28% | 66 |
|
|
2015
Q1 | $305K | Sell |
3,135
-125
| -4% | -$12.2K | 0.21% | 78 |
|
|
2014
Q4 | $305K | Buy |
+3,260
| New | +$305K | 0.26% | 72 |
|