Financial Advisors’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 | $496K | Buy |
1,697
+1
| +0.1% | +$292 | 0.09% | 47 |
|
|
2025
Q1 | $530K | Buy |
1,696
+1
| +0.1% | +$312 | 0.1% | 44 |
|
|
2024
Q4 | $491K | Buy |
1,695
+1
| +0.1% | +$290 | 0.09% | 44 |
|
|
2024
Q3 | $516K | Buy |
1,694
+1
| +0.1% | +$304 | 0.1% | 44 |
|
|
2024
Q2 | $431K | Buy |
1,693
+2
| +0.1% | +$510 | 0.09% | 45 |
|
|
2024
Q1 | $477K | Buy |
1,691
+1
| +0.1% | +$282 | 0.1% | 44 |
|
|
2023
Q4 | $501K | Buy |
1,690
+1
| +0.1% | +$297 | 0.11% | 43 |
|
|
2023
Q3 | $445K | Sell |
1,689
-15
| -0.9% | -$3.95K | 0.11% | 43 |
|
|
2023
Q2 | $509K | Buy |
1,704
+1
| +0.1% | +$298 | 0.12% | 38 |
|
|
2023
Q1 | $476K | Buy |
1,703
+1
| +0.1% | +$280 | 0.12% | 43 |
|
|
2022
Q4 | $449K | Sell |
1,702
-1,656
| -49% | -$436K | 0.12% | 44 |
|
|
2022
Q3 | $796K | Buy |
3,358
+7
| +0.2% | +$1.66K | 0.28% | 24 |
|
|
2022
Q2 | $827K | Buy |
3,351
+9
| +0.3% | +$2.22K | 0.29% | 25 |
|
|
2022
Q1 | $826K | Buy |
3,342
+8
| +0.2% | +$1.98K | 0.26% | 27 |
|
|
2021
Q4 | $894K | Buy |
3,334
+23
| +0.7% | +$6.17K | 0.27% | 27 |
|
|
2021
Q3 | $798K | Buy |
3,311
+1,425
| +76% | +$343K | 0.27% | 27 |
|
|
2021
Q2 | $436K | Hold |
1,886
| – | – | 0.15% | 49 |
|
|
2021
Q1 | $423K | Buy |
1,886
+84
| +5% | +$18.8K | 0.17% | 46 |
|
|
2020
Q4 | $387K | Sell |
1,802
-79
| -4% | -$17K | 0.17% | 47 |
|
|
2020
Q3 | $413K | Buy |
1,881
+41
| +2% | +$9K | 0.22% | 42 |
|
|
2020
Q2 | $339K | Sell |
1,840
-62
| -3% | -$11.4K | 0.19% | 44 |
|
|
2020
Q1 | $314K | Buy |
1,902
+75
| +4% | +$12.4K | 0.21% | 43 |
|
|
2019
Q4 | $361K | Hold |
1,827
| – | – | 0.2% | 42 |
|
|
2019
Q3 | $392K | Hold |
1,827
| – | – | 0.24% | 38 |
|
|
2019
Q2 | $379K | Sell |
1,827
-125
| -6% | -$25.9K | 0.24% | 38 |
|
|
2019
Q1 | $371K | Sell |
1,952
-30
| -2% | -$5.7K | 0.25% | 40 |
|
|
2018
Q4 | $352K | Buy |
+1,982
| New | +$352K | 0.29% | 37 |
|