FDx Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,336
| Closed | -$3.2M | – | 287 |
|
|
2024
Q1 | $3.2M | Sell |
11,336
-2,577
| -19% | -$727K | 0.49% | 61 |
|
|
2023
Q4 | $4.13M | Sell |
13,913
-4,305
| -24% | -$1.28M | 0.32% | 78 |
|
|
2023
Q3 | $4.8M | Sell |
18,218
-3,561
| -16% | -$938K | 0.4% | 70 |
|
|
2023
Q2 | $6.5M | Sell |
21,779
-5,171
| -19% | -$1.54M | 0.36% | 73 |
|
|
2023
Q1 | $7.1M | Hold |
26,950
| – | – | 0.31% | 74 |
|
|
2022
Q4 | $7.1M | Buy |
26,950
+564
| +2% | +$149K | 0.31% | 74 |
|
|
2022
Q3 | $6.09M | Buy |
26,386
+1,047
| +4% | +$242K | 0.27% | 85 |
|
|
2022
Q2 | $6.26M | Sell |
25,339
-74
| -0.3% | -$18.3K | 0.23% | 92 |
|
|
2022
Q1 | $6.28M | Sell |
25,413
-16,946
| -40% | -$4.19M | 0.21% | 102 |
|
|
2021
Q4 | $11.4M | Buy |
42,359
+5,703
| +16% | +$1.53M | 0.31% | 73 |
|
|
2021
Q3 | $8.84M | Buy |
36,656
+1,672
| +5% | +$403K | 0.28% | 77 |
|
|
2021
Q2 | $8.08M | Buy |
34,984
+3,868
| +12% | +$893K | 0.27% | 80 |
|
|
2021
Q1 | $6.97M | Buy |
31,116
+1,472
| +5% | +$330K | 0.26% | 86 |
|
|
2020
Q4 | $6.36M | Buy |
29,644
+1,524
| +5% | +$327K | 0.26% | 90 |
|
|
2020
Q3 | $6.17M | Buy |
28,120
+7,470
| +36% | +$1.64M | 0.29% | 80 |
|
|
2020
Q2 | $3.81M | Sell |
20,650
-3,670
| -15% | -$677K | 0.2% | 103 |
|
|
2020
Q1 | $4.02M | Buy |
24,320
+1,066
| +5% | +$176K | 0.26% | 90 |
|
|
2019
Q4 | $4.6M | Buy |
23,254
+8,236
| +55% | +$1.63M | 0.25% | 92 |
|
|
2019
Q3 | $3.23M | Buy |
15,018
+96
| +0.6% | +$20.6K | 0.22% | 95 |
|
|
2019
Q2 | $3.1M | Buy |
14,922
+7
| +0% | +$1.45K | 0.12% | 142 |
|
|
2019
Q1 | $2.83M | Buy |
14,915
+76
| +0.5% | +$14.4K | 0.11% | 141 |
|
|
2018
Q4 | $2.64M | Sell |
14,839
-2,704
| -15% | -$480K | 0.22% | 83 |
|
|
2018
Q3 | $2.94M | Buy |
17,543
+2,314
| +15% | +$387K | 0.11% | 145 |
|
|
2018
Q2 | $2.39M | Buy |
15,229
+6,037
| +66% | +$946K | 0.09% | 190 |
|
|
2018
Q1 | $1.44M | Buy |
9,192
+2,161
| +31% | +$338K | 0.04% | 384 |
|
|
2017
Q4 | $1.21M | Sell |
7,031
-13,019
| -65% | -$2.24M | 0.03% | 481 |
|
|
2017
Q3 | $3.14M | Sell |
20,050
-15,136
| -43% | -$2.37M | 0.09% | 194 |
|
|
2017
Q2 | $5.39M | Sell |
35,186
-16,023
| -31% | -$2.45M | 0.16% | 107 |
|
|
2017
Q1 | $6.64M | Sell |
51,209
-1,775
| -3% | -$230K | 0.2% | 93 |
|
|
2016
Q4 | $6.45M | Buy |
52,984
+26,241
| +98% | +$3.19M | 0.19% | 108 |
|
|
2016
Q3 | $3.09M | Buy |
26,743
+1,618
| +6% | +$187K | 0.13% | 133 |
|
|
2016
Q2 | $3.02M | Sell |
25,125
-1,319
| -5% | -$159K | 0.14% | 130 |
|
|
2016
Q1 | $3.32M | Sell |
26,444
-6,111
| -19% | -$768K | 0.15% | 114 |
|
|
2015
Q4 | $3.85M | Buy |
32,555
+25,757
| +379% | +$3.04M | 0.17% | 104 |
|
|
2015
Q3 | $670K | Sell |
6,798
-2,923
| -30% | -$288K | 0.06% | 368 |
|
|
2015
Q2 | $924K | Sell |
9,721
-6,979
| -42% | -$663K | 0.05% | 362 |
|
|
2015
Q1 | $1.62M | Buy |
16,700
+5,997
| +56% | +$583K | 0.04% | 405 |
|
|
2014
Q4 | $1M | Buy |
10,703
+2,670
| +33% | +$250K | 0.06% | 297 |
|
|
2014
Q3 | $762K | Sell |
8,033
-2,090
| -21% | -$198K | 0.05% | 414 |
|
|
2014
Q2 | $1.02M | Sell |
10,123
-138
| -1% | -$13.9K | 0.07% | 331 |
|
|
2014
Q1 | $1.01M | Buy |
10,261
+1,261
| +14% | +$124K | 0.08% | 246 |
|
|
2013
Q4 | $864K | Sell |
9,000
-970
| -10% | -$93.1K | 0.09% | 224 |
|
|
2013
Q3 | $959K | Sell |
9,970
-1,969
| -16% | -$189K | 0.11% | 170 |
|
|
2013
Q2 | $1.18M | Buy |
+11,939
| New | +$1.18M | 0.16% | 136 |
|