Cerity Partners’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 | $141M | Sell |
483,749
-8,180
| -2% | -$2.39M | 0.25% | 87 |
|
|
2025
Q1 | $154M | Buy |
491,929
+38,125
| +8% | +$11.9M | 0.31% | 62 |
|
|
2024
Q4 | $132M | Buy |
453,804
+5,128
| +1% | +$1.49M | 0.29% | 75 |
|
|
2024
Q3 | $137M | Buy |
448,676
+28,001
| +7% | +$8.53M | 0.3% | 69 |
|
|
2024
Q2 | $107M | Sell |
420,675
-16,635
| -4% | -$4.24M | 0.28% | 71 |
|
|
2024
Q1 | $123M | Buy |
437,310
+45,483
| +12% | +$12.8M | 0.32% | 61 |
|
|
2023
Q4 | $116M | Buy |
391,827
+67,310
| +21% | +$20M | 0.38% | 54 |
|
|
2023
Q3 | $85.5M | Sell |
324,517
-49,186
| -13% | -$13M | 0.42% | 57 |
|
|
2023
Q2 | $112M | Buy |
373,703
+18,305
| +5% | +$5.46M | 0.43% | 51 |
|
|
2023
Q1 | $105M | Buy |
355,398
+62,112
| +21% | +$18.4M | 0.25% | 56 |
|
|
2022
Q4 | $77.8M | Buy |
293,286
+145,581
| +99% | +$38.6M | 0.5% | 43 |
|
|
2022
Q3 | $34.1M | Buy |
147,705
+4,520
| +3% | +$1.04M | 0.41% | 52 |
|
|
2022
Q2 | $35.4M | Buy |
143,185
+80,582
| +129% | +$19.9M | 0.39% | 52 |
|
|
2022
Q1 | $15.2M | Buy |
62,603
+1,766
| +3% | +$428K | 0.24% | 86 |
|
|
2021
Q4 | $15.6M | Buy |
60,837
+9,950
| +20% | +$2.55M | 0.24% | 83 |
|
|
2021
Q3 | $12.3M | Buy |
50,887
+954
| +2% | +$230K | 0.27% | 81 |
|
|
2021
Q2 | $11.5M | Sell |
49,933
-146
| -0.3% | -$33.7K | 0.25% | 80 |
|
|
2021
Q1 | $11.2M | Buy |
50,079
+29,437
| +143% | +$6.6M | 0.27% | 80 |
|
|
2020
Q4 | $4.43M | Buy |
20,642
+1,027
| +5% | +$220K | 0.14% | 129 |
|
|
2020
Q3 | $4.31M | Buy |
19,615
+1,988
| +11% | +$436K | 0.18% | 108 |
|
|
2020
Q2 | $3.25M | Buy |
17,627
+500
| +3% | +$92.2K | 0.18% | 103 |
|
|
2020
Q1 | $2.83M | Buy |
17,127
+1,715
| +11% | +$283K | 0.18% | 103 |
|
|
2019
Q4 | $3.05M | Sell |
15,412
-1,104
| -7% | -$218K | 0.16% | 115 |
|
|
2019
Q3 | $3.55M | Sell |
16,516
-804
| -5% | -$173K | 0.21% | 109 |
|
|
2019
Q2 | $3.6M | Buy |
17,320
+1,834
| +12% | +$381K | 0.23% | 103 |
|
|
2019
Q1 | $2.94M | Sell |
15,486
-720
| -4% | -$137K | 0.2% | 112 |
|
|
2018
Q4 | $2.88M | Buy |
16,206
+2,829
| +21% | +$502K | 0.19% | 121 |
|
|
2018
Q3 | $2.24M | Buy |
13,377
+1,022
| +8% | +$171K | 0.16% | 147 |
|
|
2018
Q2 | $1.94M | Sell |
12,355
-4,078
| -25% | -$639K | 0.14% | 153 |
|
|
2018
Q1 | $2.57M | Sell |
16,433
-191
| -1% | -$29.9K | 0.2% | 128 |
|
|
2017
Q4 | $2.86M | Buy |
16,624
+930
| +6% | +$160K | 0.19% | 120 |
|
|
2017
Q3 | $2.46M | Sell |
15,694
-21,986
| -58% | -$3.44M | 0.17% | 133 |
|
|
2017
Q2 | $2.52M | Buy |
37,680
+22,850
| +154% | +$1.53M | 0.21% | 94 |
|
|
2017
Q1 | $1.92M | Buy |
+14,830
| New | +$1.92M | 0.16% | 125 |
|