Cary Street Partners Investment Advisory’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 | $859K | Buy |
2,942
+97
| +3% | +$28.3K | 0.42% | 48 |
|
|
2025
Q1 | $889K | Buy |
2,845
+224
| +9% | +$70K | 0.51% | 43 |
|
|
2024
Q4 | $760K | Sell |
2,621
-11,561
| -82% | -$3.35M | 0.5% | 44 |
|
|
2024
Q3 | $4.32M | Sell |
14,182
-827
| -6% | -$252K | 0.16% | 149 |
|
|
2024
Q2 | $3.82M | Buy |
15,009
+610
| +4% | +$155K | 0.15% | 154 |
|
|
2024
Q1 | $4.06M | Sell |
14,399
-304
| -2% | -$85.7K | 0.17% | 148 |
|
|
2023
Q4 | $4.36M | Buy |
14,703
+1,419
| +11% | +$421K | 0.21% | 136 |
|
|
2023
Q3 | $3.5M | Buy |
13,284
+2,098
| +19% | +$553K | 0.19% | 147 |
|
|
2023
Q2 | $3.34M | Buy |
11,186
+765
| +7% | +$228K | 0.21% | 130 |
|
|
2023
Q1 | $2.91M | Sell |
10,421
-472
| -4% | -$132K | 0.21% | 131 |
|
|
2022
Q4 | $2.87M | Sell |
10,893
-127
| -1% | -$33.5K | 0.21% | 121 |
|
|
2022
Q3 | $2.54M | Buy |
11,020
+135
| +1% | +$31.2K | 0.21% | 121 |
|
|
2022
Q2 | $2.69M | Buy |
10,885
+8,981
| +472% | +$2.22M | 0.23% | 111 |
|
|
2022
Q1 | $471K | Buy |
1,904
+1,062
| +126% | +$263K | 0.13% | 162 |
|
|
2021
Q4 | $226K | Sell |
842
-19
| -2% | -$5.1K | 0.06% | 238 |
|
|
2021
Q3 | $208K | Buy |
861
+48
| +6% | +$11.6K | 0.07% | 234 |
|
|
2021
Q2 | $188K | Buy |
813
+91
| +13% | +$21K | 0.06% | 246 |
|
|
2021
Q1 | $162K | Sell |
722
-4,891
| -87% | -$1.1M | 0.07% | 221 |
|
|
2020
Q4 | $1.2M | Buy |
5,613
+3,424
| +156% | +$734K | 0.23% | 107 |
|
|
2020
Q3 | $480K | Buy |
+2,189
| New | +$480K | 0.1% | 180 |
|