FAS Wealth Partners’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 | $2.87M | Sell |
9,840
-9,433
| -49% | -$2.76M | 0.21% | 96 |
|
|
2025
Q1 | $6.02M | Buy |
19,273
+514
| +3% | +$161K | 0.49% | 50 |
|
|
2024
Q4 | $5.44M | Buy |
18,759
+87
| +0.5% | +$25.2K | 0.46% | 52 |
|
|
2024
Q3 | $5.69M | Buy |
18,672
+483
| +3% | +$147K | 0.45% | 49 |
|
|
2024
Q2 | $4.64M | Buy |
18,189
+441
| +2% | +$112K | 0.4% | 57 |
|
|
2024
Q1 | $5M | Buy |
17,748
+305
| +2% | +$86K | 0.44% | 49 |
|
|
2023
Q4 | $5.17M | Buy |
17,443
+392
| +2% | +$116K | 0.49% | 44 |
|
|
2023
Q3 | $4.49M | Sell |
17,051
-33
| -0.2% | -$8.69K | 0.48% | 46 |
|
|
2023
Q2 | $5.1M | Buy |
17,084
+931
| +6% | +$278K | 0.64% | 32 |
|
|
2023
Q1 | $4.52M | Buy |
16,153
+328
| +2% | +$91.7K | 0.49% | 47 |
|
|
2022
Q4 | $4.17M | Buy |
15,825
+709
| +5% | +$187K | 0.47% | 50 |
|
|
2022
Q3 | $3.49M | Buy |
15,116
+778
| +5% | +$180K | 0.39% | 48 |
|
|
2022
Q2 | $3.54M | Buy |
14,338
+1,450
| +11% | +$358K | 0.37% | 49 |
|
|
2022
Q1 | $3.19M | Buy |
12,888
+839
| +7% | +$207K | 0.3% | 51 |
|
|
2021
Q4 | $3.23M | Buy |
12,049
+1,408
| +13% | +$377K | 0.3% | 55 |
|
|
2021
Q3 | $2.57M | Buy |
10,641
+418
| +4% | +$101K | 0.24% | 66 |
|
|
2021
Q2 | $2.36M | Buy |
10,223
+468
| +5% | +$108K | 0.22% | 71 |
|
|
2021
Q1 | $2.19M | Buy |
9,755
+165
| +2% | +$37K | 0.23% | 72 |
|
|
2020
Q4 | $2.06M | Sell |
9,590
-24
| -0.2% | -$5.15K | 0.23% | 72 |
|
|
2020
Q3 | $2.11M | Buy |
9,614
+24
| +0.3% | +$5.27K | 0.29% | 64 |
|
|
2020
Q2 | $1.77M | Buy |
9,590
+97
| +1% | +$17.9K | 0.26% | 70 |
|
|
2020
Q1 | $1.57M | Buy |
9,493
+2,199
| +30% | +$364K | 0.27% | 72 |
|
|
2019
Q4 | $1.44M | Buy |
7,294
+20
| +0.3% | +$3.95K | 0.24% | 72 |
|
|
2019
Q3 | $1.56M | Buy |
7,274
+255
| +4% | +$54.8K | 0.28% | 67 |
|
|
2019
Q2 | $1.46M | Buy |
7,019
+16
| +0.2% | +$3.32K | 0.27% | 69 |
|
|
2019
Q1 | $1.33M | Sell |
7,003
-33
| -0.5% | -$6.27K | 0.26% | 71 |
|
|
2018
Q4 | $1.25M | Sell |
7,036
-553
| -7% | -$98.2K | 0.29% | 69 |
|
|
2018
Q3 | $1.27M | Buy |
7,589
+16
| +0.2% | +$2.68K | 0.29% | 60 |
|
|
2018
Q2 | $1.19M | Buy |
7,573
+126
| +2% | +$19.7K | 0.32% | 58 |
|
|
2018
Q1 | $1.17M | Buy |
7,447
+167
| +2% | +$26.1K | 0.34% | 58 |
|
|
2017
Q4 | $1.25M | Sell |
7,280
-391
| -5% | -$67.3K | 0.33% | 55 |
|
|
2017
Q3 | $1.2M | Buy |
7,671
+935
| +14% | +$147K | 0.34% | 55 |
|
|
2017
Q2 | $1.03M | Buy |
6,736
+16
| +0.2% | +$2.45K | 0.31% | 58 |
|
|
2017
Q1 | $871K | Sell |
6,720
-271
| -4% | -$35.1K | 0.27% | 64 |
|
|
2016
Q4 | $851K | Buy |
6,991
+20
| +0.3% | +$2.44K | 0.25% | 53 |
|
|
2016
Q3 | $804K | Buy |
6,971
+143
| +2% | +$16.5K | 0.26% | 51 |
|
|
2016
Q2 | $822K | Sell |
6,828
-32
| -0.5% | -$3.85K | 0.3% | 41 |
|
|
2016
Q1 | $862K | Buy |
6,860
+264
| +4% | +$33.2K | 0.44% | 24 |
|
|
2015
Q4 | $779K | Sell |
6,596
-629
| -9% | -$74.3K | 0.39% | 34 |
|
|
2015
Q3 | $712K | Buy |
7,225
+807
| +13% | +$79.5K | 0.41% | 30 |
|
|
2015
Q2 | $610K | Buy |
6,418
+84
| +1% | +$7.98K | 0.31% | 37 |
|
|
2015
Q1 | $617K | Sell |
6,334
-495
| -7% | -$48.2K | 0.32% | 33 |
|
|
2014
Q4 | $640K | Sell |
6,829
-295
| -4% | -$27.6K | 0.34% | 33 |
|
|
2014
Q3 | $675K | Sell |
7,124
-96
| -1% | -$9.1K | 0.39% | 24 |
|
|
2014
Q2 | $727K | Sell |
7,220
-273
| -4% | -$27.5K | 0.42% | 23 |
|
|
2014
Q1 | $735K | Sell |
7,493
-197
| -3% | -$19.3K | 0.5% | 19 |
|
|
2013
Q4 | $746K | Buy |
+7,690
| New | +$746K | 0.44% | 18 |
|