Delta Financial Advisors’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 | $1.46M | Sell |
5,013
-45
| -0.9% | -$13.1K | 0.52% | 53 |
|
|
2025
Q1 | $1.58M | Sell |
5,058
-10
| -0.2% | -$3.12K | 0.59% | 53 |
|
|
2024
Q4 | $1.47M | Hold |
5,068
| – | – | 0.55% | 55 |
|
|
2024
Q3 | $1.54M | Sell |
5,068
-292
| -5% | -$88.9K | 0.56% | 56 |
|
|
2024
Q2 | $1.37M | Hold |
5,360
| – | – | 0.53% | 60 |
|
|
2024
Q1 | $1.51M | Sell |
5,360
-62
| -1% | -$17.5K | 0.6% | 59 |
|
|
2023
Q4 | $1.61M | Sell |
5,422
-250
| -4% | -$74.1K | 0.7% | 49 |
|
|
2023
Q3 | $1.49M | Sell |
5,672
-10
| -0.2% | -$2.63K | 0.67% | 53 |
|
|
2023
Q2 | $1.7M | Buy |
5,682
+200
| +4% | +$59.7K | 0.75% | 50 |
|
|
2023
Q1 | $1.53M | Hold |
5,482
| – | – | 0.74% | 50 |
|
|
2022
Q4 | $1.44M | Sell |
5,482
-20
| -0.4% | -$5.27K | 0.7% | 51 |
|
|
2022
Q3 | $1.27M | Buy |
5,502
+132
| +2% | +$30.5K | 0.67% | 54 |
|
|
2022
Q2 | $1.33M | Sell |
5,370
-70
| -1% | -$17.3K | 0.66% | 55 |
|
|
2022
Q1 | $1.35M | Hold |
5,440
| – | – | 0.57% | 60 |
|
|
2021
Q4 | $1.46M | Hold |
5,440
| – | – | 0.59% | 60 |
|
|
2021
Q3 | $1.31M | Hold |
5,440
| – | – | 0.58% | 67 |
|
|
2021
Q2 | $1.26M | Sell |
5,440
-5
| -0.1% | -$1.16K | 0.55% | 67 |
|
|
2021
Q1 | $1.22M | Hold |
5,445
| – | – | 0.57% | 65 |
|
|
2020
Q4 | $1.17M | Sell |
5,445
-10
| -0.2% | -$2.15K | 0.59% | 64 |
|
|
2020
Q3 | $1.2M | Sell |
5,455
-195
| -3% | -$42.8K | 0.66% | 58 |
|
|
2020
Q2 | $1.04M | Sell |
5,650
-10
| -0.2% | -$1.84K | 0.61% | 58 |
|
|
2020
Q1 | $936K | Sell |
5,660
-743
| -12% | -$123K | 0.64% | 58 |
|
|
2019
Q4 | $1.27M | Sell |
6,403
-15
| -0.2% | -$2.96K | 0.5% | 66 |
|
|
2019
Q3 | $1.38M | Sell |
6,418
-25
| -0.4% | -$5.37K | 0.56% | 64 |
|
|
2019
Q2 | $1.34M | Buy |
+6,443
| New | +$1.34M | 0.55% | 64 |
|