Capstone Financial 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 | $60.2M | Sell |
206,070
-9,720
| -5% | -$2.84M | 3.49% | 9 |
|
|
2025
Q1 | $67.4M | Sell |
215,790
-824
| -0.4% | -$257K | 4.23% | 7 |
|
|
2024
Q4 | $62.8M | Buy |
216,614
+2,835
| +1% | +$822K | 3.88% | 7 |
|
|
2024
Q3 | $65.1M | Sell |
213,779
-9,563
| -4% | -$2.91M | 4% | 7 |
|
|
2024
Q2 | $56.9M | Buy |
223,342
+2,442
| +1% | +$622K | 3.76% | 9 |
|
|
2024
Q1 | $62.3M | Buy |
220,900
+537
| +0.2% | +$151K | 4.18% | 9 |
|
|
2023
Q4 | $65.3M | Sell |
220,363
-447
| -0.2% | -$133K | 4.68% | 9 |
|
|
2023
Q3 | $58.2M | Buy |
220,810
+1,791
| +0.8% | +$472K | 4.59% | 9 |
|
|
2023
Q2 | $65.4M | Sell |
219,019
-642
| -0.3% | -$192K | 4.91% | 8 |
|
|
2023
Q1 | $61.4M | Buy |
219,661
+23,090
| +12% | +$6.46M | 4.86% | 9 |
|
|
2022
Q4 | $51.8M | Sell |
196,571
-2,160
| -1% | -$569K | 4.38% | 9 |
|
|
2022
Q3 | $45.9M | Buy |
198,731
+7,413
| +4% | +$1.71M | 4.23% | 9 |
|
|
2022
Q2 | $47.2M | Buy |
191,318
+79
| +0% | +$19.5K | 4.02% | 8 |
|
|
2022
Q1 | $47.3M | Buy |
191,239
+4,052
| +2% | +$1M | 3.43% | 9 |
|
|
2021
Q4 | $50.2M | Buy |
187,187
+8,128
| +5% | +$2.18M | 3.63% | 8 |
|
|
2021
Q3 | $43.2M | Sell |
179,059
-18,477
| -9% | -$4.45M | 3.38% | 9 |
|
|
2021
Q2 | $45.6M | Sell |
197,536
-2,746
| -1% | -$634K | 3.6% | 8 |
|
|
2021
Q1 | $44.9M | Buy |
200,282
+6,097
| +3% | +$1.37M | 3.98% | 7 |
|
|
2020
Q4 | $41.7M | Sell |
194,185
-2,941
| -1% | -$631K | 3.96% | 6 |
|
|
2020
Q3 | $43.3M | Sell |
197,126
-16,436
| -8% | -$3.61M | 4.58% | 5 |
|
|
2020
Q2 | $39.4M | Buy |
213,562
+9,675
| +5% | +$1.78M | 4.51% | 6 |
|
|
2020
Q1 | $33.7M | Buy |
203,887
+51,595
| +34% | +$8.53M | 4.4% | 7 |
|
|
2019
Q4 | $30.1M | Sell |
152,292
-989
| -0.6% | -$195K | 4.23% | 7 |
|
|
2019
Q3 | $32.9M | Buy |
153,281
+13,936
| +10% | +$2.99M | 5.03% | 7 |
|
|
2019
Q2 | $28.9M | Sell |
139,345
-13,439
| -9% | -$2.79M | 4.68% | 7 |
|
|
2019
Q1 | $29M | Buy |
152,784
+11,113
| +8% | +$2.11M | 4.96% | 7 |
|
|
2018
Q4 | $25.2M | Buy |
141,671
+563
| +0.4% | +$100K | 5.05% | 6 |
|
|
2018
Q3 | $23.6M | Sell |
141,108
-2,917
| -2% | -$488K | 5.87% | 7 |
|
|
2018
Q2 | $22.6M | Buy |
144,025
+6,933
| +5% | +$1.09M | 6.77% | 5 |
|
|
2018
Q1 | $21.4M | Buy |
137,092
+28,600
| +26% | +$4.47M | 7.07% | 4 |
|
|
2017
Q4 | $18.7M | Sell |
108,492
-307
| -0.3% | -$52.8K | 6.97% | 4 |
|
|
2017
Q3 | $17M | Buy |
108,799
+3,247
| +3% | +$509K | 7.58% | 4 |
|
|
2017
Q2 | $16.2M | Sell |
105,552
-4,289
| -4% | -$657K | 7.81% | 4 |
|
|
2017
Q1 | $14.2M | Buy |
109,841
+4,755
| +5% | +$616K | 7.22% | 4 |
|
|
2016
Q4 | $12.8M | Buy |
105,086
+2,402
| +2% | +$292K | 5.84% | 7 |
|
|
2016
Q3 | $11.8M | Buy |
102,684
+130
| +0.1% | +$15K | 6.29% | 5 |
|
|
2016
Q2 | $12.3M | Sell |
102,554
-17,122
| -14% | -$2.06M | 6.67% | 5 |
|
|
2016
Q1 | $15M | Buy |
119,676
+25,304
| +27% | +$3.18M | 5.95% | 6 |
|
|
2015
Q4 | $11.1M | Sell |
94,372
-4,758
| -5% | -$562K | 3.96% | 8 |
|
|
2015
Q3 | $9.77M | Sell |
99,130
-37,863
| -28% | -$3.73M | 4.33% | 5 |
|
|
2015
Q2 | $13M | Buy |
136,993
+3,387
| +3% | +$322K | 5.08% | 5 |
|
|
2015
Q1 | $13M | Sell |
133,606
-600
| -0.4% | -$58.5K | 5% | 5 |
|
|
2014
Q4 | $12.6M | Sell |
134,206
-2,506
| -2% | -$235K | 3.91% | 8 |
|
|
2014
Q3 | $13M | Sell |
136,712
-8,224
| -6% | -$780K | 7.89% | 4 |
|
|
2014
Q2 | $14.6M | Sell |
144,936
-834
| -0.6% | -$84K | 10.16% | 3 |
|
|
2014
Q1 | $14.3M | Buy |
145,770
+5,439
| +4% | +$533K | 8.75% | 4 |
|
|
2013
Q4 | $13.6M | Buy |
+140,331
| New | +$13.6M | 8.78% | 4 |
|