Dakota Wealth Management’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 | $10.1M | Sell |
34,478
-338
| -1% | -$98.8K | 0.21% | 95 |
|
|
2025
Q1 | $10.9M | Sell |
34,816
-2,614
| -7% | -$817K | 0.25% | 84 |
|
|
2024
Q4 | $10.9M | Buy |
37,430
+1,532
| +4% | +$444K | 0.25% | 87 |
|
|
2024
Q3 | $10.9M | Sell |
35,898
-1,061
| -3% | -$323K | 0.25% | 90 |
|
|
2024
Q2 | $9.42M | Buy |
36,959
+129
| +0.4% | +$32.9K | 0.22% | 92 |
|
|
2024
Q1 | $10.4M | Buy |
36,830
+81
| +0.2% | +$22.8K | 0.26% | 86 |
|
|
2023
Q4 | $10.9M | Sell |
36,749
-14
| -0% | -$4.15K | 0.42% | 65 |
|
|
2023
Q3 | $9.68M | Sell |
36,763
-4,539
| -11% | -$1.2M | 0.43% | 65 |
|
|
2023
Q2 | $12.3M | Buy |
41,302
+18,364
| +80% | +$5.48M | 0.58% | 44 |
|
|
2023
Q1 | $6.41M | Sell |
22,938
-34,885
| -60% | -$9.75M | 0.43% | 63 |
|
|
2022
Q4 | $15.2M | Buy |
57,823
+9,184
| +19% | +$2.42M | 1.08% | 17 |
|
|
2022
Q3 | $11.2M | Buy |
48,639
+45,353
| +1,380% | +$10.5M | 0.91% | 20 |
|
|
2022
Q2 | $812K | Sell |
3,286
-1,144
| -26% | -$283K | 0.07% | 206 |
|
|
2022
Q1 | $1.1M | Buy |
4,430
+3,048
| +221% | +$754K | 0.09% | 187 |
|
|
2021
Q4 | $370K | Buy |
+1,382
| New | +$370K | 0.04% | 281 |
|
|
2021
Q2 | – | Sell |
-1,006
| Closed | -$225K | – | 339 |
|
|
2021
Q1 | $225K | Sell |
1,006
-5,105
| -84% | -$1.14M | 0.03% | 280 |
|
|
2020
Q4 | $1.31M | Sell |
6,111
-167
| -3% | -$35.8K | 0.17% | 127 |
|
|
2020
Q3 | $1.38M | Buy |
6,278
+946
| +18% | +$208K | 0.22% | 98 |
|
|
2020
Q2 | $984K | Sell |
5,332
-1,959
| -27% | -$362K | 0.17% | 120 |
|
|
2020
Q1 | $1.21M | Sell |
7,291
-7,546
| -51% | -$1.25M | 0.26% | 90 |
|
|
2019
Q4 | $2.93M | Buy |
14,837
+2,369
| +19% | +$468K | 0.47% | 60 |
|
|
2019
Q3 | $2.68M | Buy |
+12,468
| New | +$2.68M | 0.46% | 60 |
|
|
2018
Q3 | – | Sell |
-1,872
| Closed | -$294K | – | 294 |
|
|
2018
Q2 | $294K | Buy |
+1,872
| New | +$294K | 0.08% | 168 |
|