Ellenbecker Investment Group’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 | $493K | Sell |
1,686
-188
| -10% | -$54.9K | 0.08% | 73 |
|
|
2025
Q1 | $586K | Buy |
1,874
+7
| +0.4% | +$2.19K | 0.11% | 60 |
|
|
2024
Q4 | $541K | Sell |
1,867
-32
| -2% | -$9.28K | 0.1% | 62 |
|
|
2024
Q3 | $578K | Buy |
1,899
+7
| +0.4% | +$2.13K | 0.11% | 58 |
|
|
2024
Q2 | $482K | Sell |
1,892
-164
| -8% | -$41.8K | 0.1% | 63 |
|
|
2024
Q1 | $580K | Buy |
2,056
+25
| +1% | +$7.05K | 0.12% | 53 |
|
|
2023
Q4 | $602K | Sell |
2,031
-1
| -0% | -$296 | 0.14% | 54 |
|
|
2023
Q3 | $535K | Hold |
2,032
| – | – | 0.14% | 55 |
|
|
2023
Q2 | $606K | Buy |
2,032
+7
| +0.3% | +$2.09K | 0.15% | 50 |
|
|
2023
Q1 | $566K | Sell |
2,025
-39
| -2% | -$10.9K | 0.15% | 50 |
|
|
2022
Q4 | $544K | Buy |
2,064
+49
| +2% | +$12.9K | 0.16% | 47 |
|
|
2022
Q3 | $465K | Sell |
2,015
-159
| -7% | -$36.7K | 0.15% | 45 |
|
|
2022
Q2 | $536K | Buy |
2,174
+11
| +0.5% | +$2.71K | 0.16% | 43 |
|
|
2022
Q1 | $535K | Buy |
2,163
+9
| +0.4% | +$2.23K | 0.15% | 41 |
|
|
2021
Q4 | $577K | Buy |
2,154
+7
| +0.3% | +$1.88K | 0.16% | 39 |
|
|
2021
Q3 | $517K | Buy |
2,147
+122
| +6% | +$29.4K | 0.16% | 36 |
|
|
2021
Q2 | $468K | Buy |
2,025
+61
| +3% | +$14.1K | 0.15% | 41 |
|
|
2021
Q1 | $440K | Buy |
1,964
+84
| +4% | +$18.8K | 0.15% | 40 |
|
|
2020
Q4 | $403K | Sell |
1,880
-41
| -2% | -$8.79K | 0.15% | 41 |
|
|
2020
Q3 | $422K | Sell |
1,921
-63
| -3% | -$13.8K | 0.18% | 40 |
|
|
2020
Q2 | $366K | Buy |
1,984
+151
| +8% | +$27.9K | 0.18% | 38 |
|
|
2020
Q1 | $303K | Buy |
1,833
+5
| +0.3% | +$827 | 0.19% | 38 |
|
|
2019
Q4 | $361K | Buy |
1,828
+91
| +5% | +$18K | 0.19% | 41 |
|
|
2019
Q3 | $373K | Buy |
1,737
+2
| +0.1% | +$429 | 0.21% | 39 |
|
|
2019
Q2 | $360K | Sell |
1,735
-189
| -10% | -$39.2K | 0.21% | 40 |
|
|
2019
Q1 | $365K | Sell |
1,924
-232
| -11% | -$44K | 0.23% | 40 |
|
|
2018
Q4 | $383K | Sell |
2,156
-112
| -5% | -$19.9K | 0.3% | 33 |
|
|
2018
Q3 | $379K | Sell |
2,268
-95
| -4% | -$15.9K | 0.28% | 36 |
|
|
2018
Q2 | $370K | Buy |
2,363
+143
| +6% | +$22.4K | 0.29% | 36 |
|
|
2018
Q1 | $347K | Sell |
2,220
-428
| -16% | -$66.9K | 0.29% | 32 |
|
|
2017
Q4 | $456K | Buy |
+2,648
| New | +$456K | 0.38% | 31 |
|