Creative Planning’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105M | Sell |
360,264
-7,383
| -2% | -$2.16M | 0.09% | 97 |
|
|
2025
Q1 | $115M | Buy |
367,647
+11,650
| +3% | +$3.64M | 0.11% | 92 |
|
|
2024
Q4 | $103M | Buy |
355,997
+26,580
| +8% | +$7.71M | 0.1% | 92 |
|
|
2024
Q3 | $100M | Buy |
329,417
+4,480
| +1% | +$1.36M | 0.1% | 91 |
|
|
2024
Q2 | $82.8M | Sell |
324,937
-13,764
| -4% | -$3.51M | 0.09% | 97 |
|
|
2024
Q1 | $95.5M | Sell |
338,701
-511
| -0.2% | -$144K | 0.11% | 87 |
|
|
2023
Q4 | $101M | Buy |
339,212
+17,553
| +5% | +$5.2M | 0.19% | 70 |
|
|
2023
Q3 | $84.7M | Buy |
321,659
+2,605
| +0.8% | +$686K | 0.11% | 88 |
|
|
2023
Q2 | $95.2M | Sell |
319,054
-1,713
| -0.5% | -$511K | 0.13% | 77 |
|
|
2023
Q1 | $89.7M | Sell |
320,767
-7,092
| -2% | -$1.98M | 0.13% | 79 |
|
|
2022
Q4 | $86.4M | Sell |
327,859
-866
| -0.3% | -$228K | 0.13% | 80 |
|
|
2022
Q3 | $75.9M | Buy |
328,725
+3,934
| +1% | +$908K | 0.13% | 72 |
|
|
2022
Q2 | $80.2M | Buy |
324,791
+38,971
| +14% | +$9.62M | 0.13% | 71 |
|
|
2022
Q1 | $70.7M | Buy |
285,820
+40,723
| +17% | +$10.1M | 0.11% | 80 |
|
|
2021
Q4 | $65.7M | Buy |
245,097
+5,058
| +2% | +$1.36M | 0.11% | 76 |
|
|
2021
Q3 | $57.9M | Buy |
240,039
+8,780
| +4% | +$2.12M | 0.1% | 80 |
|
|
2021
Q2 | $53.4M | Sell |
231,259
-10,920
| -5% | -$2.52M | 0.09% | 86 |
|
|
2021
Q1 | $54.3M | Buy |
242,179
+7,934
| +3% | +$1.78M | 0.11% | 82 |
|
|
2020
Q4 | $50.3M | Buy |
234,245
+4,814
| +2% | +$1.03M | 0.11% | 78 |
|
|
2020
Q3 | $50.2M | Buy |
229,431
+17,674
| +8% | +$3.87M | 0.13% | 70 |
|
|
2020
Q2 | $39.1M | Sell |
211,757
-1,562
| -0.7% | -$288K | 0.11% | 75 |
|
|
2020
Q1 | $35.3M | Sell |
213,319
-1,249
| -0.6% | -$207K | 0.13% | 69 |
|
|
2019
Q4 | $42.4M | Sell |
214,568
-7,970
| -4% | -$1.57M | 0.13% | 71 |
|
|
2019
Q3 | $47.8M | Buy |
222,538
+5,768
| +3% | +$1.24M | 0.16% | 63 |
|
|
2019
Q2 | $45M | Buy |
216,770
+2,266
| +1% | +$471K | 0.15% | 65 |
|
|
2019
Q1 | $40.7M | Buy |
214,504
+1,868
| +0.9% | +$355K | 0.15% | 64 |
|
|
2018
Q4 | $37.8M | Buy |
212,636
+4,157
| +2% | +$738K | 0.15% | 61 |
|
|
2018
Q3 | $34.9M | Buy |
208,479
+24,925
| +14% | +$4.17M | 0.13% | 69 |
|
|
2018
Q2 | $28.8M | Sell |
183,554
-1,509
| -0.8% | -$236K | 0.11% | 73 |
|
|
2018
Q1 | $28.9M | Sell |
185,063
-2,165
| -1% | -$339K | 0.12% | 74 |
|
|
2017
Q4 | $32.2M | Sell |
187,228
-2,770
| -1% | -$477K | 0.14% | 66 |
|
|
2017
Q3 | $29.8M | Buy |
189,998
+17,165
| +10% | +$2.69M | 0.14% | 68 |
|
|
2017
Q2 | $26.5M | Buy |
172,833
+1,315
| +0.8% | +$201K | 0.13% | 73 |
|
|
2017
Q1 | $22.2M | Sell |
171,518
-4,881
| -3% | -$633K | 0.12% | 80 |
|
|
2016
Q4 | $21.5M | Buy |
176,399
+10,776
| +7% | +$1.31M | 0.13% | 79 |
|
|
2016
Q3 | $19.1M | Buy |
165,623
+25,693
| +18% | +$2.96M | 0.12% | 85 |
|
|
2016
Q2 | $16.8M | Buy |
139,930
+2,736
| +2% | +$329K | 0.12% | 78 |
|
|
2016
Q1 | $17.2M | Sell |
137,194
-1,751
| -1% | -$220K | 0.13% | 75 |
|
|
2015
Q4 | $16.4M | Buy |
138,945
+1,253
| +0.9% | +$148K | 0.14% | 79 |
|
|
2015
Q3 | $13.6M | Buy |
137,692
+7,579
| +6% | +$747K | 0.12% | 84 |
|
|
2015
Q2 | $12.4M | Buy |
130,113
+3,723
| +3% | +$354K | 0.11% | 86 |
|
|
2015
Q1 | $12.3M | Buy |
126,390
+14,765
| +13% | +$1.44M | 0.12% | 82 |
|
|
2014
Q4 | $10.5M | Sell |
111,625
-3,296
| -3% | -$309K | 0.11% | 86 |
|
|
2014
Q3 | $10.9M | Buy |
114,921
+3,331
| +3% | +$316K | 0.13% | 81 |
|
|
2014
Q2 | $11.2M | Buy |
111,590
+2,488
| +2% | +$251K | 0.15% | 72 |
|
|
2014
Q1 | $10.7M | Sell |
109,102
-3,141
| -3% | -$308K | 0.16% | 66 |
|
|
2013
Q4 | $10.9M | Sell |
112,243
-1,009
| -0.9% | -$97.9K | 0.19% | 61 |
|
|
2013
Q3 | $10.9M | Buy |
113,252
+5,514
| +5% | +$531K | 0.22% | 51 |
|
|
2013
Q2 | $10.7M | Buy |
+107,738
| New | +$10.7M | 0.25% | 44 |
|