Certified Advisory Corp’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 | $359K | Sell |
1,230
-93
| -7% | -$27.2K | 0.04% | 235 |
|
|
2025
Q1 | $413K | Sell |
1,323
-189
| -13% | -$59K | 0.05% | 209 |
|
|
2024
Q4 | $438K | Buy |
1,512
+19
| +1% | +$5.51K | 0.05% | 206 |
|
|
2024
Q3 | $455K | Buy |
1,493
+258
| +21% | +$78.6K | 0.05% | 200 |
|
|
2024
Q2 | $315K | Buy |
1,235
+170
| +16% | +$43.3K | 0.04% | 226 |
|
|
2024
Q1 | $300K | Buy |
1,065
+108
| +11% | +$30.5K | 0.04% | 223 |
|
|
2023
Q4 | $284K | Buy |
957
+2
| +0.2% | +$593 | 0.04% | 227 |
|
|
2023
Q3 | $252K | Buy |
955
+11
| +1% | +$2.9K | 0.05% | 206 |
|
|
2023
Q2 | $282K | Sell |
944
-800
| -46% | -$239K | 0.05% | 191 |
|
|
2023
Q1 | $488K | Buy |
1,744
+111
| +7% | +$31K | 0.09% | 167 |
|
|
2022
Q4 | $430K | Sell |
1,633
-290
| -15% | -$76.4K | 0.09% | 169 |
|
|
2022
Q3 | $444K | Buy |
1,923
+195
| +11% | +$45K | 0.1% | 159 |
|
|
2022
Q2 | $427K | Sell |
1,728
-84
| -5% | -$20.8K | 0.1% | 159 |
|
|
2022
Q1 | $448K | Buy |
1,812
+28
| +2% | +$6.92K | 0.1% | 155 |
|
|
2021
Q4 | $478K | Buy |
1,784
+2
| +0.1% | +$536 | 0.11% | 161 |
|
|
2021
Q3 | $430K | Buy |
1,782
+82
| +5% | +$19.8K | 0.1% | 159 |
|
|
2021
Q2 | $393K | Buy |
1,700
+25
| +1% | +$5.78K | 0.1% | 164 |
|
|
2021
Q1 | $375K | Buy |
+1,675
| New | +$375K | 0.1% | 153 |
|
|
2020
Q2 | $330K | Sell |
1,787
-14
| -0.8% | -$2.59K | 0.11% | 147 |
|
|
2020
Q1 | $298K | Buy |
1,801
+2
| +0.1% | +$331 | 0.12% | 138 |
|
|
2019
Q4 | $356K | Buy |
1,799
+33
| +2% | +$6.53K | 0.11% | 146 |
|
|
2019
Q3 | $379K | Buy |
1,766
+592
| +50% | +$127K | 0.13% | 137 |
|
|
2019
Q2 | $244K | Sell |
1,174
-16
| -1% | -$3.33K | 0.09% | 158 |
|
|
2019
Q1 | $226K | Buy |
1,190
+229
| +24% | +$43.5K | 0.09% | 152 |
|
|
2018
Q4 | $171K | Buy |
961
+201
| +26% | +$35.8K | 0.09% | 156 |
|
|
2018
Q3 | $127K | Buy |
760
+1
| +0.1% | +$167 | 0.06% | 186 |
|
|
2018
Q2 | $119K | Buy |
759
+52
| +7% | +$8.15K | 0.07% | 187 |
|
|
2018
Q1 | $110K | Buy |
707
+1
| +0.1% | +$156 | 0.07% | 187 |
|
|
2017
Q4 | $121K | Buy |
+706
| New | +$121K | 0.09% | 152 |
|