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 |
|