Centerpoint Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39K | Sell |
126
-85
| -40% | -$27.1K | 0.01% | 165 |
|
|
2025
Q4 | $64K | Sell |
211
-11
| -5% | -$3.37K | 0.02% | 151 |
|
|
2025
Q3 | $67K | Buy |
222
+38
| +21% | +$11.6K | 0.02% | 150 |
|
|
2025
Q2 | $54K | Buy |
184
+11
| +6% | +$3.39K | 0.02% | 155 |
|
|
2025
Q1 | $54K | Sell |
173
-140
| -45% | -$41.9K | 0.02% | 158 |
|
|
2024
Q4 | $91K | Hold |
313
| – | – | 0.03% | 131 |
|
|
2024
Q3 | $95K | Buy |
313
+98
| +46% | +$27K | 0.03% | 125 |
|
|
2024
Q2 | $55K | Sell |
215
-56
| -21% | -$14.9K | 0.02% | 161 |
|
|
2024
Q1 | $76K | Sell |
271
-12,247
| -98% | -$3.56M | 0.03% | 139 |
|
|
2023
Q4 | $3.71M | Sell |
12,518
-4
| -0% | -$1.09K | 1.46% | 18 |
|
|
2023
Q3 | $3.3M | Hold |
12,522
| – | – | 1.4% | 18 |
|
|
2023
Q2 | $3.74M | Sell |
12,522
-78
| -0.6% | -$22.7K | 1.52% | 18 |
|
|
2023
Q1 | $3.52M | Buy |
12,600
+178
| +1% | +$47.7K | 1.53% | 17 |
|
|
2022
Q4 | $3.27M | Hold |
12,422
| – | – | 1.54% | 17 |
|
|
2022
Q3 | $2.87M | Hold |
12,422
| – | – | 1.52% | 17 |
|
|
2022
Q2 | $3.07M | Hold |
12,422
| – | – | 1.56% | 17 |
|
|
2022
Q1 | $3.07M | Hold |
12,422
| – | – | 1.41% | 16 |
|
|
2021
Q4 | $3.33M | Sell |
12,422
-70
| -0.6% | -$17.7K | 1.46% | 17 |
|
|
2021
Q3 | $3.01M | Hold |
12,492
| – | – | 1.44% | 18 |
|
|
2021
Q2 | $2.89M | Buy |
12,492
+115
| +0.9% | +$26.8K | 1.36% | 18 |
|
|
2021
Q1 | $2.77M | Hold |
12,377
| – | – | 1.63% | 16 |
|
|
2020
Q4 | $2.66M | Sell |
12,377
-44
| -0.4% | -$9.57K | 1.73% | 17 |
|
|
2020
Q3 | $2.73M | Hold |
12,421
| – | – | 2.05% | 13 |
|
|
2020
Q2 | $2.29M | Hold |
12,421
| – | – | 1.85% | 13 |
|
|
2020
Q1 | $2.05M | Hold |
12,421
| – | – | 2.04% | 14 |
|
|
2019
Q4 | $2.46M | Hold |
12,421
| – | – | 1.81% | 14 |
|
|
2019
Q3 | $2.67M | Hold |
12,421
| – | – | 2.12% | 13 |
|
|
2019
Q2 | $2.58M | Hold |
12,421
| – | – | 2.06% | 13 |
|
|
2019
Q1 | $2.36M | Hold |
12,421
| – | – | 2% | 13 |
|
|
2018
Q4 | $2.21M | Buy |
12,421
+12,247
| +7,039% | +$2.17M | 2.09% | 13 |
|
|
2018
Q3 | $29K | Hold |
174
| – | – | 0.02% | 117 |
|
|
2018
Q2 | $27K | Hold |
174
| – | – | 0.02% | 128 |
|
|
2018
Q1 | $27K | Hold |
174
| – | – | 0.02% | 122 |
|
|
2017
Q4 | $30K | Buy |
+174
| New | +$29.2K | 0.03% | 103 |
|
Other funds holding MCD
VCM
VPM
DAM