CBIZ Investment Advisory Services’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 | $120K | Buy |
412
+51
| +14% | +$14.9K | 0.01% | 65 |
|
|
2025
Q1 | $113K | Sell |
361
-74
| -17% | -$23.1K | 0.01% | 70 |
|
|
2024
Q4 | $126K | Buy |
435
+6
| +1% | +$1.74K | 0.01% | 62 |
|
|
2024
Q3 | $131K | Hold |
429
| – | – | 0.01% | 58 |
|
|
2024
Q2 | $109K | Sell |
429
-100
| -19% | -$25.5K | 0.01% | 67 |
|
|
2024
Q1 | $149K | Buy |
+529
| New | +$149K | 0.01% | 56 |
|
|
2021
Q4 | – | Hold |
0
| – | -$48K | – | 66 |
|
|
2021
Q3 | – | Hold |
0
| – | -$46K | – | 62 |
|
|
2021
Q2 | – | Hold |
0
| – | -$45K | – | 62 |
|
|
2021
Q1 | – | Hold |
0
| – | -$43K | – | 56 |
|
|
2020
Q4 | – | Hold |
0
| – | -$44K | – | 59 |
|
|
2020
Q3 | – | Hold |
0
| – | -$37K | – | 60 |
|
|
2020
Q2 | – | Hold |
0
| – | -$33K | – | 71 |
|
|
2020
Q1 | – | Hold |
0
| – | -$40K | – | 80 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 86 |
|