Childress Capital Advisors’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 | $628K | Buy |
2,148
+419
| +24% | +$122K | 0.16% | 101 |
|
|
2025
Q1 | $540K | Sell |
1,729
-104
| -6% | -$32.5K | 0.16% | 97 |
|
|
2024
Q4 | $531K | Buy |
1,833
+79
| +5% | +$22.9K | 0.15% | 94 |
|
|
2024
Q3 | $534K | Buy |
1,754
+114
| +7% | +$34.7K | 0.14% | 104 |
|
|
2024
Q2 | $418K | Sell |
1,640
-114
| -6% | -$29.1K | 0.12% | 118 |
|
|
2024
Q1 | $495K | Sell |
1,754
-263
| -13% | -$74.2K | 0.14% | 96 |
|
|
2023
Q4 | $598K | Sell |
2,017
-69
| -3% | -$20.5K | 0.18% | 76 |
|
|
2023
Q3 | $550K | Buy |
+2,086
| New | +$550K | 0.18% | 78 |
|
|
2023
Q2 | – | Sell |
-834
| Closed | -$233K | – | 89 |
|
|
2023
Q1 | $233K | Sell |
834
-1,704
| -67% | -$476K | 0.1% | 78 |
|
|
2022
Q4 | $669K | Sell |
2,538
-93
| -4% | -$24.5K | 0.22% | 72 |
|
|
2022
Q3 | $614K | Buy |
2,631
+151
| +6% | +$35.2K | 0.24% | 71 |
|
|
2022
Q2 | $612K | Buy |
2,480
+428
| +21% | +$106K | 0.24% | 72 |
|
|
2022
Q1 | $504K | Sell |
2,052
-17
| -0.8% | -$4.18K | 0.18% | 96 |
|
|
2021
Q4 | $555K | Sell |
2,069
-369
| -15% | -$99K | 0.23% | 80 |
|
|
2021
Q3 | $587K | Buy |
2,438
+550
| +29% | +$132K | 0.24% | 81 |
|
|
2021
Q2 | $436K | Sell |
1,888
-23
| -1% | -$5.31K | 0.2% | 86 |
|
|
2021
Q1 | $428K | Buy |
1,911
+711
| +59% | +$159K | 0.2% | 97 |
|
|
2020
Q4 | $257K | Buy |
+1,200
| New | +$257K | 0.15% | 81 |
|