Financial Perspectives’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 | $264K | Hold |
902
| – | – | 0.08% | 130 |
|
|
2025
Q1 | $282K | Sell |
902
-84
| -9% | -$26.2K | 0.1% | 113 |
|
|
2024
Q4 | $286K | Buy |
986
+40
| +4% | +$11.6K | 0.1% | 116 |
|
|
2024
Q3 | $288K | Hold |
946
| – | – | 0.1% | 115 |
|
|
2024
Q2 | $241K | Hold |
946
| – | – | 0.09% | 125 |
|
|
2024
Q1 | $267K | Sell |
946
-3
| -0.3% | -$846 | 0.1% | 118 |
|
|
2023
Q4 | $281K | Buy |
949
+4
| +0.4% | +$1.19K | 0.11% | 115 |
|
|
2023
Q3 | $249K | Sell |
945
-208
| -18% | -$54.8K | 0.11% | 107 |
|
|
2023
Q2 | $344K | Buy |
1,153
+1
| +0.1% | +$298 | 0.15% | 88 |
|
|
2023
Q1 | $322K | Sell |
1,152
-168
| -13% | -$47K | 0.15% | 87 |
|
|
2022
Q4 | $348K | Buy |
1,320
+1
| +0.1% | +$264 | 0.18% | 78 |
|
|
2022
Q3 | $304K | Buy |
1,319
+2
| +0.2% | +$461 | 0.17% | 84 |
|
|
2022
Q2 | $325K | Buy |
1,317
+1
| +0.1% | +$247 | 0.18% | 77 |
|
|
2022
Q1 | $325K | Hold |
1,316
| – | – | 0.15% | 85 |
|
|
2021
Q4 | $353K | Hold |
1,316
| – | – | 0.17% | 79 |
|
|
2021
Q3 | $317K | Hold |
1,316
| – | – | 0.16% | 90 |
|
|
2021
Q2 | $304K | Sell |
1,316
-293,572
| -100% | -$67.8M | 0.15% | 98 |
|
|
2021
Q1 | $1.32M | Buy |
294,888
+293,572
| +22,308% | +$1.31M | 0.07% | 180 |
|
|
2020
Q4 | $282K | Buy |
1,316
+349
| +36% | +$74.9K | 0.16% | 89 |
|
|
2020
Q3 | $212K | Hold |
967
| – | – | 0.14% | 95 |
|
|
2020
Q2 | $178K | Hold |
967
| – | – | 0.13% | 95 |
|
|
2020
Q1 | $160K | Buy |
967
+348
| +56% | +$57.5K | 0.13% | 84 |
|
|
2019
Q4 | $122K | Buy |
+619
| New | +$122K | 0.08% | 111 |
|