Financial Counselors 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 | – | Sell |
-212,899
| Closed | -$66.5M | – | 330 |
|
|
2025
Q1 | $66.5M | Buy |
212,899
+3,188
| +2% | +$996K | 1.01% | 21 |
|
|
2024
Q4 | $60.8M | Sell |
209,711
-6,445
| -3% | -$1.87M | 0.89% | 27 |
|
|
2024
Q3 | $65.8M | Buy |
216,156
+6,647
| +3% | +$2.02M | 0.97% | 21 |
|
|
2024
Q2 | $53.4M | Buy |
209,509
+21,484
| +11% | +$5.47M | 0.86% | 28 |
|
|
2024
Q1 | $53M | Buy |
188,025
+6,368
| +4% | +$1.8M | 0.89% | 29 |
|
|
2023
Q4 | $53.9M | Sell |
181,657
-84
| -0% | -$24.9K | 0.96% | 23 |
|
|
2023
Q3 | $47.9M | Buy |
181,741
+149
| +0.1% | +$39.3K | 0.96% | 24 |
|
|
2023
Q2 | $54.2M | Sell |
181,592
-6,921
| -4% | -$2.07M | 1.1% | 16 |
|
|
2023
Q1 | $52.7M | Sell |
188,513
-2,907
| -2% | -$813K | 1.13% | 16 |
|
|
2022
Q4 | $50.4M | Buy |
191,420
+310
| +0.2% | +$81.7K | 1.13% | 17 |
|
|
2022
Q3 | $44.1M | Sell |
191,110
-2,890
| -1% | -$667K | 1.09% | 16 |
|
|
2022
Q2 | $47.9M | Buy |
194,000
+12,341
| +7% | +$3.05M | 1.12% | 16 |
|
|
2022
Q1 | $44.9M | Buy |
181,659
+12,740
| +8% | +$3.15M | 0.93% | 22 |
|
|
2021
Q4 | $45.3M | Sell |
168,919
-17,063
| -9% | -$4.57M | 0.93% | 24 |
|
|
2021
Q3 | $44.8M | Buy |
185,982
+4,085
| +2% | +$985K | 0.96% | 22 |
|
|
2021
Q2 | $42M | Buy |
181,897
+4,151
| +2% | +$959K | 0.91% | 24 |
|
|
2021
Q1 | $39.8M | Buy |
177,746
+3,129
| +2% | +$701K | 0.93% | 24 |
|
|
2020
Q4 | $37.5M | Buy |
174,617
+4,100
| +2% | +$880K | 0.94% | 25 |
|
|
2020
Q3 | $37.4M | Buy |
170,517
+11,782
| +7% | +$2.59M | 1.1% | 14 |
|
|
2020
Q2 | $29.3M | Buy |
158,735
+31,224
| +24% | +$5.76M | 0.94% | 25 |
|
|
2020
Q1 | $21.1M | Buy |
127,511
+4,950
| +4% | +$818K | 0.93% | 26 |
|
|
2019
Q4 | $24.2M | Buy |
122,561
+14,380
| +13% | +$2.84M | 0.86% | 27 |
|
|
2019
Q3 | $23.2M | Buy |
108,181
+1,367
| +1% | +$294K | 0.91% | 21 |
|
|
2019
Q2 | $22.2M | Buy |
106,814
+221
| +0.2% | +$45.9K | 0.9% | 23 |
|
|
2019
Q1 | $20.2M | Buy |
106,593
+1,373
| +1% | +$261K | 0.86% | 24 |
|
|
2018
Q4 | $18.7M | Sell |
105,220
-73
| -0.1% | -$13K | 0.92% | 21 |
|
|
2018
Q3 | $17.6M | Sell |
105,293
-7,416
| -7% | -$1.24M | 0.77% | 34 |
|
|
2018
Q2 | $17.7M | Buy |
112,709
+4,694
| +4% | +$735K | 0.82% | 30 |
|
|
2018
Q1 | $16.9M | Buy |
108,015
+18,960
| +21% | +$2.96M | 0.8% | 29 |
|
|
2017
Q4 | $15.3M | Sell |
89,055
-2,450
| -3% | -$422K | 0.7% | 40 |
|
|
2017
Q3 | $14.3M | Buy |
91,505
+1,494
| +2% | +$234K | 0.7% | 39 |
|
|
2017
Q2 | $13.8M | Sell |
90,011
-4,589
| -5% | -$703K | 0.68% | 40 |
|
|
2017
Q1 | $12.3M | Buy |
94,600
+1,484
| +2% | +$192K | 0.63% | 41 |
|
|
2016
Q4 | $11.3M | Buy |
+93,116
| New | +$11.3M | 0.6% | 42 |
|
|
2016
Q2 | $10.2M | Buy |
84,378
+6,264
| +8% | +$754K | 0.61% | 43 |
|
|
2016
Q1 | $9.82M | Sell |
78,114
-23,537
| -23% | -$2.96M | 0.61% | 41 |
|
|
2015
Q4 | $12M | Sell |
101,651
-3,656
| -3% | -$432K | 0.77% | 30 |
|
|
2015
Q3 | $10.4M | Sell |
105,307
-5,552
| -5% | -$547K | 0.71% | 31 |
|
|
2015
Q2 | $10.5M | Sell |
110,859
-1,420
| -1% | -$135K | 0.67% | 32 |
|
|
2015
Q1 | $10.9M | Sell |
112,279
-1,449
| -1% | -$141K | 0.68% | 34 |
|
|
2014
Q4 | $10.7M | Buy |
113,728
+5,997
| +6% | +$562K | 0.68% | 37 |
|
|
2014
Q3 | $10.2M | Sell |
107,731
-2,676
| -2% | -$254K | 0.72% | 31 |
|
|
2014
Q2 | $11.1M | Sell |
110,407
-46,120
| -29% | -$4.65M | 0.77% | 27 |
|
|
2014
Q1 | $15.3M | Buy |
156,527
+10,257
| +7% | +$1.01M | 1.1% | 14 |
|
|
2013
Q4 | $14.2M | Buy |
146,270
+12,875
| +10% | +$1.25M | 1.06% | 16 |
|
|
2013
Q3 | $12.8M | Sell |
133,395
-1,257
| -0.9% | -$121K | 1.06% | 17 |
|
|
2013
Q2 | $13.3M | Buy |
+134,652
| New | +$13.3M | 1.11% | 16 |
|