Financial & Tax Architects’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 | $6.7M | Sell |
22,926
-360
| -2% | -$105K | 1.63% | 23 |
|
|
2025
Q1 | $7.27M | Buy |
23,286
+304
| +1% | +$95K | 1.83% | 16 |
|
|
2024
Q4 | $6.66M | Buy |
22,982
+856
| +4% | +$248K | 1.7% | 17 |
|
|
2024
Q3 | $6.74M | Sell |
22,126
-10
| -0% | -$3.05K | 1.73% | 20 |
|
|
2024
Q2 | $5.64M | Buy |
22,136
+2,287
| +12% | +$583K | 1.51% | 29 |
|
|
2024
Q1 | $5.6M | Buy |
19,849
+284
| +1% | +$80.1K | 1.54% | 31 |
|
|
2023
Q4 | $5.8M | Sell |
19,565
-88
| -0.4% | -$26.1K | 1.72% | 17 |
|
|
2023
Q3 | $5.18M | Buy |
19,653
+491
| +3% | +$129K | 1.61% | 25 |
|
|
2023
Q2 | $5.72M | Sell |
19,162
-346
| -2% | -$103K | 1.77% | 15 |
|
|
2023
Q1 | $5.45M | Buy |
19,508
+677
| +4% | +$189K | 1.8% | 13 |
|
|
2022
Q4 | $5.06M | Sell |
18,831
-751
| -4% | -$202K | 1.73% | 17 |
|
|
2022
Q3 | $4.52M | Buy |
19,582
+1,055
| +6% | +$243K | 1.69% | 21 |
|
|
2022
Q2 | $4.57M | Buy |
18,527
+2,037
| +12% | +$503K | 1.73% | 22 |
|
|
2022
Q1 | $4.08M | Buy |
16,490
+1,140
| +7% | +$282K | 1.54% | 30 |
|
|
2021
Q4 | $4.11M | Buy |
15,350
+694
| +5% | +$186K | 1.68% | 21 |
|
|
2021
Q3 | $3.53M | Buy |
14,656
+789
| +6% | +$190K | 1.61% | 18 |
|
|
2021
Q2 | $3.2M | Buy |
13,867
+914
| +7% | +$211K | 1.57% | 27 |
|
|
2021
Q1 | $2.9M | Buy |
+12,953
| New | +$2.9M | 1.63% | 19 |
|