CAPTRUST Financial Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.1M | Sell |
185,026
-4,323
| -2% | -$1.26M | 0.12% | 150 |
|
|
2025
Q1 | $59.1M | Buy |
189,349
+10,733
| +6% | +$3.35M | 0.15% | 134 |
|
|
2024
Q4 | $51.8M | Buy |
178,616
+4,097
| +2% | +$1.19M | 0.15% | 131 |
|
|
2024
Q3 | $53.1M | Sell |
174,519
-6,138
| -3% | -$1.87M | 0.16% | 125 |
|
|
2024
Q2 | $46M | Buy |
180,657
+9,896
| +6% | +$2.52M | 0.15% | 131 |
|
|
2024
Q1 | $48.1M | Sell |
170,761
-18,772
| -10% | -$5.29M | 0.18% | 121 |
|
|
2023
Q4 | $56.2M | Buy |
189,533
+694
| +0.4% | +$206K | 0.19% | 109 |
|
|
2023
Q3 | $49.7M | Buy |
188,839
+2,311
| +1% | +$609K | 0.19% | 109 |
|
|
2023
Q2 | $55.7M | Buy |
186,528
+12,753
| +7% | +$3.81M | 0.22% | 99 |
|
|
2023
Q1 | $48.6M | Buy |
173,775
+29,218
| +20% | +$8.17M | 0.21% | 107 |
|
|
2022
Q4 | $38.1M | Buy |
144,557
+2,281
| +2% | +$601K | 0.19% | 116 |
|
|
2022
Q3 | $32.8M | Buy |
142,276
+34,995
| +33% | +$8.07M | 0.19% | 113 |
|
|
2022
Q2 | $26.5M | Buy |
107,281
+12,392
| +13% | +$3.06M | 0.17% | 127 |
|
|
2022
Q1 | $23.5M | Buy |
94,889
+4,991
| +6% | +$1.23M | 0.15% | 145 |
|
|
2021
Q4 | $24.1M | Buy |
89,898
+3,367
| +4% | +$903K | 0.17% | 139 |
|
|
2021
Q3 | $20.9M | Buy |
86,531
+12,084
| +16% | +$2.91M | 0.17% | 141 |
|
|
2021
Q2 | $17.2M | Buy |
74,447
+2,479
| +3% | +$573K | 0.16% | 143 |
|
|
2021
Q1 | $16.1M | Buy |
71,968
+16,027
| +29% | +$3.59M | 0.17% | 132 |
|
|
2020
Q4 | $12M | Buy |
55,941
+3,844
| +7% | +$825K | 0.16% | 141 |
|
|
2020
Q3 | $11.4M | Sell |
52,097
-12,834
| -20% | -$2.82M | 0.19% | 133 |
|
|
2020
Q2 | $12M | Buy |
64,931
+9,221
| +17% | +$1.7M | 0.2% | 126 |
|
|
2020
Q1 | $8.81M | Sell |
55,710
-8,429
| -13% | -$1.33M | 0.19% | 126 |
|
|
2019
Q4 | $12.9M | Buy |
64,139
+19,967
| +45% | +$4.01M | 0.2% | 129 |
|
|
2019
Q3 | $9.48M | Buy |
44,172
+14,065
| +47% | +$3.02M | 0.33% | 68 |
|
|
2019
Q2 | $6.25M | Sell |
30,107
-1,120
| -4% | -$233K | 0.23% | 94 |
|
|
2019
Q1 | $5.93M | Buy |
31,227
+1,533
| +5% | +$291K | 0.24% | 81 |
|
|
2018
Q4 | $5.27M | Sell |
29,694
-487
| -2% | -$86.5K | 0.28% | 77 |
|
|
2018
Q3 | $5.05M | Buy |
30,181
+504
| +2% | +$84.3K | 0.23% | 79 |
|
|
2018
Q2 | $4.65M | Buy |
29,677
+11,849
| +66% | +$1.86M | 0.26% | 70 |
|
|
2018
Q1 | $2.81M | Sell |
17,828
-1,685
| -9% | -$266K | 0.17% | 84 |
|
|
2017
Q4 | $3.36M | Buy |
19,513
+19,200
| +6,134% | +$3.31M | 0.2% | 80 |
|
|
2017
Q3 | $51K | Buy |
+313
| New | +$51K | ﹤0.01% | 286 |
|