Commonwealth Financial 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 | $472K | Sell |
1,615
-73
| -4% | -$21.3K | 0.09% | 116 |
|
|
2025
Q1 | $527K | Sell |
1,688
-124
| -7% | -$38.7K | 0.11% | 105 |
|
|
2024
Q4 | $525K | Buy |
1,812
+283
| +19% | +$82K | 0.1% | 101 |
|
|
2024
Q3 | $463K | Sell |
1,529
-7
| -0.5% | -$2.12K | 0.09% | 108 |
|
|
2024
Q2 | $381K | Sell |
1,536
-5
| -0.3% | -$1.24K | 0.08% | 111 |
|
|
2024
Q1 | $457K | Hold |
1,541
| – | – | 0.11% | 96 |
|
|
2023
Q4 | $457K | Sell |
1,541
-33
| -2% | -$9.79K | 0.11% | 96 |
|
|
2023
Q3 | $415K | Buy |
+1,574
| New | +$415K | 0.12% | 108 |
|
|
2017
Q1 | $81K | Sell |
619
-15
| -2% | -$1.96K | 0.09% | 82 |
|
|
2016
Q4 | $78K | Buy |
634
+34
| +6% | +$4.18K | 0.08% | 73 |
|
|
2016
Q3 | $69K | Hold |
600
| – | – | 0.06% | 72 |
|
|
2016
Q2 | $72K | Buy |
600
+130
| +28% | +$15.6K | 0.08% | 76 |
|
|
2016
Q1 | $59K | Hold |
470
| – | – | 0.09% | 78 |
|
|
2015
Q4 | $56K | Hold |
470
| – | – | 0.19% | 66 |
|
|
2015
Q3 | $46K | Sell |
470
-366
| -44% | -$35.8K | 0.05% | 78 |
|
|
2015
Q2 | $79K | Hold |
836
| – | – | 0.09% | 75 |
|
|
2015
Q1 | $81K | Sell |
836
-322
| -28% | -$31.2K | 0.07% | 79 |
|
|
2014
Q4 | $109K | Buy |
+1,158
| New | +$109K | 0.1% | 69 |
|