Cohen Investment 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 | $3.46M | Buy |
11,827
+295
| +3% | +$86.2K | 1.8% | 25 |
|
|
2025
Q1 | $3.6M | Buy |
11,532
+1,292
| +13% | +$404K | 2.09% | 20 |
|
|
2024
Q4 | $2.97M | Buy |
10,240
+191
| +2% | +$55.4K | 1.79% | 23 |
|
|
2024
Q3 | $3.06M | Buy |
10,049
+37
| +0.4% | +$11.3K | 1.87% | 23 |
|
|
2024
Q2 | $2.64M | Sell |
10,012
-318
| -3% | -$83.8K | 2.12% | 16 |
|
|
2024
Q1 | $2.91M | Buy |
10,330
+1,095
| +12% | +$309K | 1.89% | 23 |
|
|
2023
Q4 | $2.74M | Sell |
9,235
-777
| -8% | -$230K | 2.02% | 18 |
|
|
2023
Q3 | $2.64M | Buy |
10,012
+759
| +8% | +$200K | 2.12% | 16 |
|
|
2023
Q2 | $2.76M | Sell |
9,253
-806
| -8% | -$241K | 2.22% | 11 |
|
|
2023
Q1 | $2.81M | Sell |
10,059
-154
| -2% | -$43.1K | 2.22% | 12 |
|
|
2022
Q4 | $2.69M | Buy |
10,213
+62
| +0.6% | +$16.3K | 2.24% | 16 |
|
|
2022
Q3 | $2.34M | Sell |
10,151
-153
| -1% | -$35.3K | 2.15% | 15 |
|
|
2022
Q2 | $2.54M | Sell |
10,304
-98
| -0.9% | -$24.2K | 2.18% | 14 |
|
|
2022
Q1 | $2.57M | Buy |
10,402
+47
| +0.5% | +$11.6K | 1.91% | 21 |
|
|
2021
Q4 | $2.78M | Sell |
10,355
-28
| -0.3% | -$7.51K | 1.98% | 19 |
|
|
2021
Q3 | $2.5M | Sell |
10,383
-306
| -3% | -$73.8K | 1.92% | 20 |
|
|
2021
Q2 | $2.47M | Sell |
10,689
-439
| -4% | -$101K | 1.92% | 20 |
|
|
2021
Q1 | $2.47M | Buy |
11,128
+812
| +8% | +$180K | 2% | 20 |
|
|
2020
Q4 | $2.21M | Buy |
+10,316
| New | +$2.21M | 2% | 20 |
|