CFS 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 | $2.4M | Sell |
8,210
-96
| -1% | -$28.1K | 0.2% | 98 |
|
|
2025
Q1 | $2.6M | Sell |
8,306
-165
| -2% | -$51.6K | 0.23% | 88 |
|
|
2024
Q4 | $2.46M | Buy |
8,471
+154
| +2% | +$44.6K | 0.22% | 87 |
|
|
2024
Q3 | $2.53M | Sell |
8,317
-7,733
| -48% | -$2.36M | 0.21% | 88 |
|
|
2024
Q2 | $4.09M | Buy |
+16,050
| New | +$4.09M | 0.33% | 61 |
|
|
2023
Q3 | – | Sell |
-8,432
| Closed | -$2.52M | – | 214 |
|
|
2023
Q2 | $2.52M | Buy |
+8,432
| New | +$2.52M | 0.32% | 58 |
|
|
2022
Q3 | – | Sell |
-8,221
| Closed | -$2.03M | – | 314 |
|
|
2022
Q2 | $2.03M | Sell |
8,221
-2,051,374
| -100% | -$507M | 0.31% | 69 |
|
|
2022
Q1 | $8K | Buy |
2,059,595
+2,051,261
| +24,613% | +$7.97K | 0.03% | 173 |
|
|
2021
Q4 | $2.16M | Sell |
8,334
-390
| -4% | -$101K | 0.29% | 72 |
|
|
2021
Q3 | $2.1M | Buy |
+8,724
| New | +$2.1M | 0.29% | 77 |
|
|
2020
Q4 | $1.95M | Buy |
+9,098
| New | +$1.95M | 0.31% | 79 |
|