Ethic Inc’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 | $6.61M | Buy |
22,686
+1,315
| +6% | +$383K | 0.12% | 179 |
|
|
2025
Q1 | $6.7M | Buy |
21,371
+2,058
| +11% | +$645K | 0.14% | 167 |
|
|
2024
Q4 | $5.6M | Sell |
19,313
-3,915
| -17% | -$1.13M | 0.11% | 191 |
|
|
2024
Q3 | $6.55M | Buy |
23,228
+1,860
| +9% | +$524K | 0.17% | 141 |
|
|
2024
Q2 | $5.45M | Sell |
21,368
-1,860
| -8% | -$474K | 0.13% | 172 |
|
|
2024
Q1 | $6.55M | Sell |
23,228
-177
| -0.8% | -$49.9K | 0.17% | 141 |
|
|
2023
Q4 | $6.94M | Buy |
23,405
+4,811
| +26% | +$1.43M | 0.21% | 104 |
|
|
2023
Q3 | $4.9M | Sell |
18,594
-47
| -0.3% | -$12.4K | 0.17% | 136 |
|
|
2023
Q2 | $5.56M | Buy |
18,641
+1,215
| +7% | +$363K | 0.21% | 111 |
|
|
2023
Q1 | $4.87M | Sell |
17,426
-1,834
| -10% | -$513K | 0.2% | 127 |
|
|
2022
Q4 | $5.08M | Buy |
19,260
+1,966
| +11% | +$518K | 0.27% | 86 |
|
|
2022
Q3 | $3.99M | Sell |
17,294
-2,203
| -11% | -$508K | 0.27% | 89 |
|
|
2022
Q2 | $4.81M | Buy |
19,497
+5,202
| +36% | +$1.28M | 0.34% | 67 |
|
|
2022
Q1 | $3.54M | Buy |
14,295
+1,163
| +9% | +$288K | 0.24% | 98 |
|
|
2021
Q4 | $3.52M | Buy |
13,132
+2,981
| +29% | +$799K | 0.27% | 87 |
|
|
2021
Q3 | $2.45M | Buy |
10,151
+1,092
| +12% | +$263K | 0.25% | 96 |
|
|
2021
Q2 | $2.09M | Sell |
9,059
-4,865
| -35% | -$1.12M | 0.25% | 93 |
|
|
2021
Q1 | $3.12M | Buy |
13,924
+3,833
| +38% | +$859K | 0.56% | 31 |
|
|
2020
Q4 | $2.17M | Buy |
10,091
+1,458
| +17% | +$313K | 0.57% | 30 |
|
|
2020
Q3 | $1.9M | Buy |
8,633
+724
| +9% | +$159K | 0.72% | 23 |
|
|
2020
Q2 | $1.46M | Buy |
7,909
+1,993
| +34% | +$368K | 0.83% | 22 |
|
|
2020
Q1 | $978K | Buy |
5,916
+1,766
| +43% | +$292K | 0.82% | 21 |
|
|
2019
Q4 | $820K | Buy |
+4,150
| New | +$820K | 0.6% | 40 |
|