Center for Financial Planning’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 | $1.45M | Sell |
4,968
-124
| -2% | -$36.2K | 0.17% | 51 |
|
|
2025
Q1 | $1.59M | Sell |
5,092
-72
| -1% | -$22.5K | 0.2% | 46 |
|
|
2024
Q4 | $1.5M | Sell |
5,164
-57
| -1% | -$16.5K | 0.2% | 45 |
|
|
2024
Q3 | $1.59M | Buy |
5,221
+1,941
| +59% | +$591K | 0.22% | 43 |
|
|
2024
Q2 | $836K | Hold |
3,280
| – | – | 0.12% | 61 |
|
|
2024
Q1 | $925K | Buy |
3,280
+83
| +3% | +$23.4K | 0.14% | 58 |
|
|
2023
Q4 | $948K | Hold |
3,197
| – | – | 0.17% | 54 |
|
|
2023
Q3 | $842K | Buy |
3,197
+47
| +1% | +$12.4K | 0.18% | 53 |
|
|
2023
Q2 | $940K | Sell |
3,150
-179
| -5% | -$53.4K | 0.2% | 50 |
|
|
2023
Q1 | $931K | Sell |
3,329
-76
| -2% | -$21.3K | 0.21% | 51 |
|
|
2022
Q4 | $897K | Sell |
3,405
-142
| -4% | -$37.4K | 0.22% | 51 |
|
|
2022
Q3 | $818K | Buy |
3,547
+39
| +1% | +$8.99K | 0.22% | 56 |
|
|
2022
Q2 | $866K | Sell |
3,508
-2
| -0.1% | -$494 | 0.22% | 55 |
|
|
2022
Q1 | $868K | Sell |
3,510
-226
| -6% | -$55.9K | 0.18% | 64 |
|
|
2021
Q4 | $1M | Buy |
3,736
+71
| +2% | +$19K | 0.21% | 55 |
|
|
2021
Q3 | $884K | Sell |
3,665
-327
| -8% | -$78.9K | 0.22% | 53 |
|
|
2021
Q2 | $922K | Sell |
3,992
-194
| -5% | -$44.8K | 0.23% | 53 |
|
|
2021
Q1 | $938K | Buy |
4,186
+140
| +3% | +$31.4K | 0.24% | 50 |
|
|
2020
Q4 | $868K | Hold |
4,046
| – | – | 0.25% | 45 |
|
|
2020
Q3 | $888K | Sell |
4,046
-159
| -4% | -$34.9K | 0.29% | 41 |
|
|
2020
Q2 | $776K | Sell |
4,205
-2,145
| -34% | -$396K | 0.27% | 43 |
|
|
2020
Q1 | $1.05M | Buy |
6,350
+2,214
| +54% | +$366K | 0.36% | 29 |
|
|
2019
Q4 | $817K | Buy |
+4,136
| New | +$817K | 0.2% | 48 |
|