CA
Clearstead Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
44,055
+2,550
| +6% | +$745K | 0.18% | 106 |
|
|
2025
Q1 | $13M | Sell |
41,505
-479
| -1% | -$150K | 0.2% | 103 |
|
|
2024
Q4 | $12.2M | Sell |
41,984
-1,936
| -4% | -$561K | 0.18% | 115 |
|
|
2024
Q3 | $13.4M | Buy |
43,920
+138
| +0.3% | +$42K | 0.21% | 101 |
|
|
2024
Q2 | $11.2M | Buy |
43,782
+7,423
| +20% | +$1.89M | 0.19% | 111 |
|
|
2024
Q1 | $9.86M | Sell |
36,359
-289
| -0.8% | -$78.4K | 0.49% | 41 |
|
|
2023
Q4 | $10.9M | Sell |
36,648
-42,088
| -53% | -$12.5M | 0.58% | 36 |
|
|
2023
Q3 | $20.7M | Buy |
78,736
+44,354
| +129% | +$11.7M | 0.6% | 40 |
|
|
2023
Q2 | $10.3M | Buy |
34,382
+13,641
| +66% | +$4.07M | 0.62% | 37 |
|
|
2023
Q1 | $5.8M | Buy |
20,741
+2,125
| +11% | +$594K | 0.42% | 50 |
|
|
2022
Q4 | $4.91M | Buy |
18,616
+847
| +5% | +$223K | 0.38% | 57 |
|
|
2022
Q3 | $4.1M | Sell |
17,769
-7,766
| -30% | -$1.79M | 0.38% | 59 |
|
|
2022
Q2 | $6.3M | Buy |
25,535
+403
| +2% | +$99.5K | 0.49% | 48 |
|
|
2022
Q1 | $6.22M | Buy |
25,132
+203
| +0.8% | +$50.2K | 0.42% | 51 |
|
|
2021
Q4 | $6.68M | Buy |
24,929
+828
| +3% | +$222K | 0.45% | 46 |
|
|
2021
Q3 | $5.81M | Buy |
24,101
+195
| +0.8% | +$47K | 0.43% | 50 |
|
|
2021
Q2 | $5.52M | Buy |
23,906
+525
| +2% | +$121K | 0.43% | 52 |
|
|
2021
Q1 | $5.24M | Buy |
23,381
+253
| +1% | +$56.7K | 0.44% | 50 |
|
|
2020
Q4 | $4.96M | Buy |
23,128
+6,345
| +38% | +$1.36M | 0.45% | 48 |
|
|
2020
Q3 | $3.68M | Sell |
16,783
-260
| -2% | -$57.1K | 0.39% | 56 |
|
|
2020
Q2 | $3.14M | Buy |
17,043
+56
| +0.3% | +$10.3K | 0.36% | 59 |
|
|
2020
Q1 | $2.81M | Sell |
16,987
-232
| -1% | -$38.4K | 0.41% | 52 |
|
|
2019
Q4 | $3.4M | Buy |
17,219
+312
| +2% | +$61.7K | 0.41% | 59 |
|
|
2019
Q3 | $3.63M | Sell |
16,907
-153
| -0.9% | -$32.9K | 0.49% | 53 |
|
|
2019
Q2 | $3.54M | Buy |
17,060
+967
| +6% | +$201K | 0.47% | 52 |
|
|
2019
Q1 | $3.06M | Buy |
16,093
+535
| +3% | +$102K | 0.42% | 57 |
|
|
2018
Q4 | $2.76M | Buy |
15,558
+681
| +5% | +$121K | 0.43% | 57 |
|
|
2018
Q3 | $2.49M | Buy |
14,877
+325
| +2% | +$54.4K | 0.34% | 58 |
|
|
2018
Q2 | $2.28M | Buy |
14,552
+901
| +7% | +$141K | 0.33% | 61 |
|
|
2018
Q1 | $2.14M | Sell |
13,651
-9,459
| -41% | -$1.48M | 0.31% | 62 |
|
|
2017
Q4 | $3.98M | Sell |
23,110
-3,818
| -14% | -$657K | 0.54% | 45 |
|
|
2017
Q3 | $4.22M | Sell |
26,928
-21
| -0.1% | -$3.29K | 0.55% | 42 |
|
|
2017
Q2 | $4.13M | Sell |
26,949
-4,588
| -15% | -$703K | 0.6% | 37 |
|
|
2017
Q1 | $4.09M | Sell |
31,537
-3,275
| -9% | -$425K | 0.59% | 38 |
|
|
2016
Q4 | $4.24M | Buy |
+34,812
| New | +$4.24M | 0.69% | 32 |
|