Coyle Financial Counsel’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 | $626K | Buy |
2,142
+2
| +0.1% | +$584 | 0.17% | 53 |
|
|
2025
Q1 | $668K | Buy |
2,140
+8
| +0.4% | +$2.5K | 0.2% | 48 |
|
|
2024
Q4 | $618K | Buy |
2,132
+3
| +0.1% | +$870 | 0.2% | 51 |
|
|
2024
Q3 | $543K | Sell |
2,129
-48
| -2% | -$12.2K | 0.19% | 50 |
|
|
2024
Q2 | $614K | Hold |
2,177
| – | – | 0.22% | 47 |
|
|
2024
Q1 | $614K | Buy |
2,177
+45
| +2% | +$12.7K | 0.22% | 47 |
|
|
2023
Q4 | $632K | Sell |
2,132
-1
| -0% | -$297 | 0.24% | 47 |
|
|
2023
Q3 | $562K | Hold |
2,133
| – | – | 0.24% | 47 |
|
|
2023
Q2 | $637K | Hold |
2,133
| – | – | 0.29% | 45 |
|
|
2023
Q1 | $596K | Buy |
2,133
+100
| +5% | +$28K | 0.27% | 44 |
|
|
2022
Q4 | $536K | Hold |
2,033
| – | – | 0.26% | 42 |
|
|
2022
Q3 | $469K | Hold |
2,033
| – | – | 0.31% | 41 |
|
|
2022
Q2 | $502K | Sell |
2,033
-42
| -2% | -$10.4K | 0.27% | 45 |
|
|
2022
Q1 | $513K | Hold |
2,075
| – | – | 0.27% | 46 |
|
|
2021
Q4 | $556K | Buy |
2,075
+205
| +11% | +$54.9K | 0.33% | 44 |
|
|
2021
Q3 | $451K | Buy |
+1,870
| New | +$451K | 0.26% | 46 |
|
|
2018
Q3 | – | Sell |
-666
| Closed | -$104K | – | 193 |
|
|
2018
Q2 | $104K | Buy |
+666
| New | +$104K | 0.1% | 57 |
|