CX 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 | $3.7M | Sell |
12,668
-16,466
| -57% | -$4.81M | 0.13% | 154 |
|
|
2025
Q1 | $9.1M | Sell |
29,134
-34
| -0.1% | -$10.6K | 0.34% | 68 |
|
|
2024
Q4 | $8.46M | Buy |
29,168
+2,128
| +8% | +$617K | 0.34% | 66 |
|
|
2024
Q3 | $8.23M | Buy |
27,040
+10,733
| +66% | +$3.27M | 0.37% | 73 |
|
|
2024
Q2 | $4.16M | Sell |
16,307
-1,483
| -8% | -$378K | 0.2% | 129 |
|
|
2024
Q1 | $5.02M | Buy |
17,790
+10,344
| +139% | +$2.92M | 0.24% | 99 |
|
|
2023
Q4 | $2.21M | Sell |
7,446
-578
| -7% | -$171K | 0.12% | 188 |
|
|
2023
Q3 | $2.11M | Buy |
8,024
+76
| +1% | +$20K | 0.12% | 188 |
|
|
2023
Q2 | $2.37M | Sell |
7,948
-63
| -0.8% | -$18.8K | 0.12% | 199 |
|
|
2023
Q1 | $2.26M | Sell |
8,011
-12,807
| -62% | -$3.61M | 0.12% | 205 |
|
|
2022
Q4 | $5.49M | Buy |
20,818
+14,542
| +232% | +$3.83M | 0.33% | 73 |
|
|
2022
Q3 | $1.45M | Sell |
6,276
-2,889
| -32% | -$667K | 0.1% | 221 |
|
|
2022
Q2 | $2.26M | Buy |
9,165
+1,685
| +23% | +$416K | 0.17% | 152 |
|
|
2022
Q1 | $1.85M | Sell |
7,480
-10,560
| -59% | -$2.61M | 0.15% | 164 |
|
|
2021
Q4 | $4.84M | Buy |
18,040
+6,311
| +54% | +$1.69M | 0.38% | 75 |
|
|
2021
Q3 | $2.83M | Buy |
11,729
+6,467
| +123% | +$1.56M | 0.23% | 112 |
|
|
2021
Q2 | $1.22M | Buy |
5,262
+232
| +5% | +$53.6K | 0.1% | 191 |
|
|
2021
Q1 | $1.13M | Sell |
5,030
-401
| -7% | -$89.8K | 0.1% | 190 |
|
|
2020
Q4 | $1.17M | Sell |
5,431
-24
| -0.4% | -$5.15K | 0.11% | 184 |
|
|
2020
Q3 | $1.2M | Buy |
5,455
+422
| +8% | +$92.6K | 0.13% | 163 |
|
|
2020
Q2 | $928K | Sell |
5,033
-1,134
| -18% | -$209K | 0.12% | 151 |
|
|
2020
Q1 | $1.02M | Buy |
6,167
+430
| +7% | +$71.1K | 0.17% | 131 |
|
|
2019
Q4 | $1.13M | Sell |
5,737
-187
| -3% | -$37K | 0.2% | 106 |
|
|
2019
Q3 | $1.27M | Sell |
5,924
-5
| -0.1% | -$1.07K | 0.21% | 106 |
|
|
2019
Q2 | $1.23M | Sell |
5,929
-834
| -12% | -$173K | 0.2% | 101 |
|
|
2019
Q1 | $1.28M | Sell |
6,763
-1,433
| -17% | -$272K | 0.23% | 110 |
|
|
2018
Q4 | $1.46M | Buy |
8,196
+7,790
| +1,919% | +$1.38M | 0.31% | 76 |
|
|
2018
Q3 | $68K | Hold |
406
| – | – | 0.02% | 168 |
|
|
2018
Q2 | $64K | Buy |
+406
| New | +$64K | 0.02% | 144 |
|