Cooper Financial Group’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 | $415K | Sell |
1,420
-848
| -37% | -$248K | 0.05% | 258 |
|
|
2025
Q1 | $709K | Buy |
2,268
+258
| +13% | +$80.6K | 0.09% | 189 |
|
|
2024
Q4 | $583K | Buy |
2,010
+38
| +2% | +$11K | 0.07% | 219 |
|
|
2024
Q3 | $600K | Sell |
1,972
-1,406
| -42% | -$428K | 0.08% | 219 |
|
|
2024
Q2 | $861K | Buy |
3,378
+892
| +36% | +$227K | 0.13% | 144 |
|
|
2024
Q1 | $701K | Sell |
2,486
-78
| -3% | -$22K | 0.12% | 166 |
|
|
2023
Q4 | $760K | Sell |
2,564
-124
| -5% | -$36.8K | 0.14% | 142 |
|
|
2023
Q3 | $708K | Buy |
2,688
+262
| +11% | +$69K | 0.17% | 134 |
|
|
2023
Q2 | $724K | Buy |
2,426
+266
| +12% | +$79.4K | 0.18% | 135 |
|
|
2023
Q1 | $604K | Sell |
2,160
-51
| -2% | -$14.3K | 0.16% | 143 |
|
|
2022
Q4 | $583K | Buy |
2,211
+170
| +8% | +$44.8K | 0.18% | 130 |
|
|
2022
Q3 | $471K | Buy |
2,041
+1,155
| +130% | +$267K | 0.17% | 128 |
|
|
2022
Q2 | $219K | Buy |
+886
| New | +$219K | 0.08% | 233 |
|
|
2021
Q4 | – | Sell |
-2,594
| Closed | -$625K | – | 256 |
|
|
2021
Q3 | $625K | Buy |
2,594
+7
| +0.3% | +$1.69K | 0.13% | 109 |
|
|
2021
Q2 | $597K | Buy |
2,587
+3
| +0.1% | +$692 | 0.12% | 106 |
|
|
2021
Q1 | $579K | Sell |
2,584
-633
| -20% | -$142K | 0.13% | 110 |
|
|
2020
Q4 | $690K | Buy |
3,217
+850
| +36% | +$182K | 0.14% | 123 |
|
|
2020
Q3 | $520K | Sell |
2,367
-213
| -8% | -$46.8K | 0.15% | 99 |
|
|
2020
Q2 | $476K | Sell |
2,580
-249
| -9% | -$45.9K | 0.15% | 99 |
|
|
2020
Q1 | $468K | Buy |
2,829
+262
| +10% | +$43.3K | 0.2% | 74 |
|
|
2019
Q4 | $507K | Buy |
2,567
+323
| +14% | +$63.8K | 0.2% | 72 |
|
|
2019
Q3 | $482K | Buy |
2,244
+61
| +3% | +$13.1K | 0.22% | 65 |
|
|
2019
Q2 | $453K | Sell |
2,183
-165
| -7% | -$34.2K | 0.22% | 71 |
|
|
2019
Q1 | $446K | Buy |
2,348
+98
| +4% | +$18.6K | 0.25% | 61 |
|
|
2018
Q4 | $399K | Buy |
+2,250
| New | +$399K | 0.27% | 58 |
|