Financial Insights’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $712K | Buy |
2,292
+101
| +5% | +$32.2K | 0.23% | 62 |
|
|
2025
Q4 | $670K | Buy |
2,191
+26
| +1% | +$7.96K | 0.22% | 62 |
|
|
2025
Q3 | $658K | Buy |
2,165
+9
| +0.4% | +$2.74K | 0.22% | 61 |
|
|
2025
Q2 | $630K | Buy |
2,156
+9
| +0.4% | +$2.77K | 0.23% | 59 |
|
|
2025
Q1 | $671K | Buy |
2,147
+320
| +18% | +$95.7K | 0.27% | 49 |
|
|
2024
Q4 | $530K | Sell |
1,827
-16
| -0.9% | -$4.77K | 0.2% | 62 |
|
|
2024
Q3 | $561K | Sell |
1,843
-71
| -4% | -$19.6K | 0.18% | 79 |
|
|
2024
Q2 | $488K | Buy |
1,914
+60
| +3% | +$15.9K | 0.14% | 101 |
|
|
2024
Q1 | $523K | Sell |
1,854
-11
| -0.6% | -$3.2K | 0.15% | 102 |
|
|
2023
Q4 | $553K | Buy |
1,865
+29
| +2% | +$7.89K | 0.17% | 90 |
|
|
2023
Q3 | $481K | Sell |
1,836
-1
| -0.1% | -$285 | 0.17% | 96 |
|
|
2023
Q2 | $548K | Sell |
1,837
-47
| -2% | -$13.7K | 0.2% | 89 |
|
|
2023
Q1 | $527K | Sell |
1,884
-25
| -1% | -$6.7K | 0.21% | 77 |
|
|
2022
Q4 | $503K | Buy |
1,909
+88
| +5% | +$23.2K | 0.24% | 80 |
|
|
2022
Q3 | $420K | Buy |
1,821
+83
| +5% | +$21.2K | 0.28% | 71 |
|
|
2022
Q2 | $429K | Buy |
1,738
+8
| +0.5% | +$1.97K | 0.44% | 47 |
|
|
2022
Q1 | $428K | Buy |
1,730
+9
| +0.5% | +$2.24K | 0.39% | 48 |
|
|
2021
Q4 | $461K | Buy |
1,721
+8
| +0.5% | +$2.02K | 0.4% | 45 |
|
|
2021
Q3 | $413K | Buy |
1,713
+8
| +0.5% | +$1.91K | 0.38% | 45 |
|
|
2021
Q2 | $3.94M | Buy |
1,705
+8
| +0.5% | +$1.86K | 0.33% | 50 |
|
|
2021
Q1 | $380K | Buy |
1,697
+9
| +0.5% | +$1.93K | 0.28% | 49 |
|
|
2020
Q4 | $362K | Buy |
1,688
+9
| +0.5% | +$1.96K | 0.28% | 52 |
|
|
2020
Q3 | $369K | Sell |
1,679
-289
| -15% | -$59.3K | 0.31% | 47 |
|
|
2020
Q2 | $308 | Buy |
1,968
+306
| +18% | +$56.1K | 0.27% | 52 |
|
|
2020
Q1 | $275K | Buy |
1,662
+10
| +0.6% | +$1.97K | 0.29% | 54 |
|
|
2019
Q4 | $326K | Buy |
1,652
+9
| +0.5% | +$1.78K | 0.29% | 50 |
|
|
2019
Q3 | $353K | Buy |
1,643
+8
| +0.5% | +$1.72K | 0.34% | 43 |
|
|
2019
Q2 | $355K | Buy |
1,635
+8
| +0.5% | +$1.58K | 0.36% | 38 |
|
|
2019
Q1 | $321K | Sell |
1,627
-7
| -0.4% | -$1.27K | 0.33% | 42 |
|
|
2018
Q4 | $292K | Buy |
+1,634
| New | +$290K | 0.33% | 40 |
|
Other funds holding MCD
VCM
VPM
DAM