Citadel Investment Advisory’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 | $3.08M | Sell |
10,526
-674
| -6% | -$197K | 1.49% | 15 |
|
|
2025
Q1 | $3.5M | Buy |
11,200
+1
| +0% | +$312 | 1.72% | 13 |
|
|
2024
Q4 | $3.25M | Buy |
11,199
+206
| +2% | +$59.7K | 1.68% | 13 |
|
|
2024
Q3 | $3.35M | Buy |
10,993
+425
| +4% | +$129K | 1.76% | 12 |
|
|
2024
Q2 | $2.69M | Hold |
10,568
| – | – | 1.53% | 15 |
|
|
2024
Q1 | $2.98M | Hold |
10,568
| – | – | 1.68% | 11 |
|
|
2023
Q4 | $3.13M | Hold |
10,568
| – | – | 1.92% | 8 |
|
|
2023
Q3 | $2.78M | Hold |
10,568
| – | – | 1.82% | 8 |
|
|
2023
Q2 | $3.15M | Hold |
10,568
| – | – | 2.04% | 8 |
|
|
2023
Q1 | $2.96M | Hold |
10,568
| – | – | 2.01% | 8 |
|
|
2022
Q4 | $2.79M | Sell |
10,568
-50
| -0.5% | -$13.2K | 1.9% | 10 |
|
|
2022
Q3 | $2.45M | Buy |
10,618
+100
| +1% | +$23.1K | 1.87% | 12 |
|
|
2022
Q2 | $2.6M | Sell |
10,518
-575
| -5% | -$142K | 1.76% | 13 |
|
|
2022
Q1 | $2.74M | Sell |
11,093
-365
| -3% | -$90.3K | 1.59% | 15 |
|
|
2021
Q4 | $3.07M | Hold |
11,458
| – | – | 1.8% | 12 |
|
|
2021
Q3 | $2.76M | Sell |
11,458
-5
| -0% | -$1.21K | 1.71% | 13 |
|
|
2021
Q2 | $2.65M | Hold |
11,463
| – | – | 1.64% | 13 |
|
|
2021
Q1 | $2.57M | Hold |
11,463
| – | – | 1.68% | 13 |
|
|
2020
Q4 | $2.46M | Buy |
+11,463
| New | +$2.46M | 1.76% | 14 |
|