Financial Engines 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 | $525K | Buy |
1,798
+615
| +52% | +$180K | ﹤0.01% | 376 |
|
|
2025
Q1 | $370K | Sell |
1,183
-760
| -39% | -$238K | ﹤0.01% | 352 |
|
|
2024
Q4 | $563K | Buy |
1,943
+1,124
| +137% | +$326K | ﹤0.01% | 316 |
|
|
2024
Q3 | $249K | Sell |
819
-181
| -18% | -$55.1K | ﹤0.01% | 353 |
|
|
2024
Q2 | $255K | Buy |
1,000
+86
| +9% | +$21.9K | ﹤0.01% | 325 |
|
|
2024
Q1 | $258K | Sell |
914
-994
| -52% | -$280K | ﹤0.01% | 308 |
|
|
2023
Q4 | $566K | Buy |
1,908
+717
| +60% | +$213K | ﹤0.01% | 219 |
|
|
2023
Q3 | $314K | Buy |
1,191
+382
| +47% | +$101K | ﹤0.01% | 239 |
|
|
2023
Q2 | $242K | Buy |
809
+92
| +13% | +$27.5K | ﹤0.01% | 261 |
|
|
2023
Q1 | $200K | Sell |
717
-919
| -56% | -$257K | ﹤0.01% | 282 |
|
|
2022
Q4 | $431K | Sell |
1,636
-31
| -2% | -$8.17K | ﹤0.01% | 224 |
|
|
2022
Q3 | $384K | Sell |
1,667
-111
| -6% | -$25.6K | ﹤0.01% | 220 |
|
|
2022
Q2 | $438K | Buy |
1,778
+498
| +39% | +$123K | ﹤0.01% | 213 |
|
|
2022
Q1 | $317K | Sell |
1,280
-977
| -43% | -$242K | ﹤0.01% | 248 |
|
|
2021
Q4 | $605K | Sell |
2,257
-387
| -15% | -$104K | ﹤0.01% | 145 |
|
|
2021
Q3 | $637K | Sell |
2,644
-43
| -2% | -$10.4K | ﹤0.01% | 146 |
|
|
2021
Q2 | $621K | Buy |
2,687
+1,398
| +108% | +$323K | ﹤0.01% | 125 |
|
|
2021
Q1 | $289K | Buy |
1,289
+190
| +17% | +$42.6K | ﹤0.01% | 212 |
|
|
2020
Q4 | $236K | Sell |
1,099
-180
| -14% | -$38.7K | ﹤0.01% | 234 |
|
|
2020
Q3 | $281K | Buy |
+1,279
| New | +$281K | ﹤0.01% | 195 |
|
|
2018
Q1 | – | Sell |
-202
| Closed | -$35K | – | 188 |
|
|
2017
Q4 | $35K | Sell |
202
-1,020
| -83% | -$177K | ﹤0.01% | 77 |
|
|
2017
Q3 | $192K | Buy |
+1,222
| New | +$192K | 0.01% | 63 |
|