Fragasso Financial 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 | $1.39M | Sell |
4,756
-18
| -0.4% | -$5.26K | 0.09% | 106 |
|
|
2025
Q1 | $1.49M | Buy |
4,774
+387
| +9% | +$121K | 0.11% | 94 |
|
|
2024
Q4 | $1.27M | Sell |
4,387
-20
| -0.5% | -$5.8K | 0.1% | 99 |
|
|
2024
Q3 | $1.34M | Buy |
4,407
+642
| +17% | +$196K | 0.1% | 101 |
|
|
2024
Q2 | $959K | Buy |
3,765
+93
| +3% | +$23.7K | 0.08% | 121 |
|
|
2024
Q1 | $1.04M | Buy |
3,672
+46
| +1% | +$13K | 0.09% | 113 |
|
|
2023
Q4 | $1.08M | Buy |
3,626
+60
| +2% | +$17.8K | 0.1% | 109 |
|
|
2023
Q3 | $939K | Sell |
3,566
-5
| -0.1% | -$1.32K | 0.1% | 104 |
|
|
2023
Q2 | $1.07M | Buy |
3,571
+79
| +2% | +$23.6K | 0.11% | 104 |
|
|
2023
Q1 | $976K | Sell |
3,492
-34
| -1% | -$9.51K | 0.11% | 96 |
|
|
2022
Q4 | $929K | Sell |
3,526
-33
| -0.9% | -$8.7K | 0.11% | 99 |
|
|
2022
Q3 | $821K | Buy |
3,559
+68
| +2% | +$15.7K | 0.12% | 85 |
|
|
2022
Q2 | $862K | Buy |
3,491
+18
| +0.5% | +$4.45K | 0.12% | 87 |
|
|
2022
Q1 | $859K | Sell |
3,473
-6
| -0.2% | -$1.48K | 0.1% | 80 |
|
|
2021
Q4 | $933K | Buy |
3,479
+41
| +1% | +$11K | 0.11% | 80 |
|
|
2021
Q3 | $829K | Buy |
3,438
+16
| +0.5% | +$3.86K | 0.11% | 78 |
|
|
2021
Q2 | $790K | Buy |
3,422
+33
| +1% | +$7.62K | 0.11% | 74 |
|
|
2021
Q1 | $760K | Buy |
3,389
+78
| +2% | +$17.5K | 0.11% | 76 |
|
|
2020
Q4 | $711K | Sell |
3,311
-66
| -2% | -$14.2K | 0.11% | 73 |
|
|
2020
Q3 | $741K | Sell |
3,377
-240
| -7% | -$52.7K | 0.12% | 70 |
|
|
2020
Q2 | $740K | Buy |
3,617
+19
| +0.5% | +$3.89K | 0.13% | 72 |
|
|
2020
Q1 | $595K | Buy |
3,598
+26
| +0.7% | +$4.3K | 0.14% | 70 |
|
|
2019
Q4 | $706K | Buy |
3,572
+18
| +0.5% | +$3.56K | 0.12% | 82 |
|
|
2019
Q3 | $763K | Buy |
3,554
+16
| +0.5% | +$3.44K | 0.14% | 72 |
|
|
2019
Q2 | $735K | Sell |
3,538
-85
| -2% | -$17.7K | 0.15% | 75 |
|
|
2019
Q1 | $688K | Buy |
3,623
+172
| +5% | +$32.7K | 0.15% | 71 |
|
|
2018
Q4 | $613K | Sell |
3,451
-267
| -7% | -$47.4K | 0.14% | 88 |
|
|
2018
Q3 | $685K | Sell |
3,718
-78
| -2% | -$14.4K | 0.17% | 75 |
|
|
2018
Q2 | $595K | Buy |
3,796
+31
| +0.8% | +$4.86K | 0.15% | 72 |
|
|
2018
Q1 | $589K | Buy |
3,765
+121
| +3% | +$18.9K | 0.15% | 69 |
|
|
2017
Q4 | $627K | Hold |
3,644
| – | – | 0.15% | 71 |
|
|
2017
Q3 | $571K | Buy |
+3,644
| New | +$571K | 0.17% | 70 |
|
|
2014
Q4 | – | Sell |
-2,798
| Closed | -$265K | – | 67 |
|
|
2014
Q3 | $265K | Buy |
+2,798
| New | +$265K | 0.21% | 68 |
|