Financial Advisors Network’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 | $690K | Buy |
2,363
+595
| +34% | +$174K | 0.1% | 88 |
|
2025
Q1 | $552K | Sell |
1,768
-10
| -0.6% | -$3.12K | 0.09% | 93 |
|
2024
Q4 | $515K | Buy |
+1,778
| New | +$515K | 0.09% | 98 |
|
2023
Q4 | $515K | Buy |
1,736
+22
| +1% | +$6.52K | 0.1% | 91 |
|
2023
Q3 | $452K | Buy |
+1,714
| New | +$452K | 0.1% | 86 |
|
2022
Q4 | $452K | Buy |
1,716
+5
| +0.3% | +$1.32K | 0.12% | 69 |
|
2022
Q3 | $395K | Hold |
1,711
| – | – | 0.12% | 70 |
|
2022
Q2 | $422K | Hold |
1,711
| – | – | 0.12% | 71 |
|
2022
Q1 | $423K | Buy |
1,711
+45
| +3% | +$11.1K | 0.1% | 78 |
|
2021
Q4 | $447K | Hold |
1,666
| – | – | 0.1% | 85 |
|
2021
Q3 | $418K | Buy |
1,666
+51
| +3% | +$12.8K | 0.1% | 100 |
|
2021
Q2 | $373K | Buy |
1,615
+173
| +12% | +$40K | 0.11% | 93 |
|
2021
Q1 | $323K | Hold |
1,442
| – | – | 0.1% | 99 |
|
2020
Q4 | $309K | Hold |
1,442
| – | – | 0.11% | 89 |
|
2020
Q3 | $317K | Sell |
1,442
-9
| -0.6% | -$1.98K | 0.12% | 87 |
|
2020
Q2 | $268K | Hold |
1,451
| – | – | 0.11% | 89 |
|
2020
Q1 | $240K | Sell |
1,451
-351
| -19% | -$58.1K | 0.11% | 86 |
|
2019
Q4 | $356K | Buy |
1,802
+562
| +45% | +$111K | 0.16% | 85 |
|
2019
Q3 | $266K | Buy |
1,240
+2
| +0.2% | +$429 | 0.14% | 92 |
|
2019
Q2 | $269K | Buy |
+1,238
| New | +$269K | 0.14% | 90 |
|
2017
Q1 | – | Sell |
-174
| Closed | -$21.4K | – | 315 |
|
2016
Q4 | $21.4K | Buy |
+174
| New | +$21.4K | 0.02% | 195 |
|