Comprehensive Financial Consultants Institutional’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
$1.39M Sell
4,756
-63
-1% -$18.4K 0.46% 75
2025
Q1
$1.51M Sell
4,819
-51
-1% -$15.9K 0.54% 70
2024
Q4
$1.41M Sell
4,870
-66
-1% -$19.1K 0.51% 72
2024
Q3
$1.5M Buy
4,936
+45
+0.9% +$13.7K 0.55% 69
2024
Q2
$1.25M Buy
4,891
+407
+9% +$104K 0.49% 75
2024
Q1
$1.26M Buy
4,484
+147
+3% +$41.4K 0.52% 71
2023
Q4
$1.29M Buy
4,337
+60
+1% +$17.8K 0.6% 70
2023
Q3
$1.13M Sell
4,277
-40
-0.9% -$10.5K 0.59% 66
2023
Q2
$1.27M Buy
4,317
+21
+0.5% +$6.19K 0.67% 59
2023
Q1
$1.2M Buy
4,296
+138
+3% +$38.6K 0.68% 56
2022
Q4
$1.11M Buy
4,158
+21
+0.5% +$5.6K 0.67% 54
2022
Q3
$1.02M Buy
4,137
+235
+6% +$57.9K 0.67% 51
2022
Q2
$981K Sell
3,902
-11
-0.3% -$2.77K 0.7% 53
2022
Q1
$981K Sell
3,913
-65
-2% -$16.3K 0.68% 52
2021
Q4
$992K Buy
+3,978
New +$992K 0.64% 52