FRG Family Wealth 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 | $3.12M | Sell |
10,671
-330
| -3% | -$96.4K | 0.54% | 42 |
|
|
2025
Q1 | $3.44M | Sell |
11,001
-351
| -3% | -$110K | 0.66% | 35 |
|
|
2024
Q4 | $3.29M | Hold |
11,352
| – | – | 0.6% | 35 |
|
|
2024
Q3 | $3.46M | Sell |
11,352
-175
| -2% | -$53.3K | 0.62% | 36 |
|
|
2024
Q2 | $3.11M | Sell |
11,527
-276
| -2% | -$74.5K | 0.6% | 38 |
|
|
2024
Q1 | $3.22M | Sell |
11,803
-125
| -1% | -$34.1K | 0.63% | 36 |
|
|
2023
Q4 | $3.54M | Sell |
11,928
-1,005
| -8% | -$298K | 0.72% | 31 |
|
|
2023
Q3 | $3.41M | Sell |
12,933
-45
| -0.3% | -$11.9K | 0.77% | 32 |
|
|
2023
Q2 | $3.87M | Buy |
12,978
+46
| +0.4% | +$13.7K | 0.85% | 31 |
|
|
2023
Q1 | $3.62M | Sell |
12,932
-250
| -2% | -$69.9K | 0.83% | 33 |
|
|
2022
Q4 | $3.47M | Sell |
13,182
-185
| -1% | -$48.8K | 0.83% | 34 |
|
|
2022
Q3 | $3.08M | Hold |
13,367
| – | – | 0.76% | 35 |
|
|
2022
Q2 | $3.3M | Hold |
13,367
| – | – | 0.76% | 34 |
|
|
2022
Q1 | $3.31M | Sell |
13,367
-19
| -0.1% | -$4.7K | 0.64% | 38 |
|
|
2021
Q4 | $3.59M | Buy |
13,386
+381
| +3% | +$102K | 0.67% | 36 |
|
|
2021
Q3 | $3.14M | Sell |
13,005
-16
| -0.1% | -$3.86K | 0.62% | 38 |
|
|
2021
Q2 | $3.01M | Sell |
13,021
-200
| -2% | -$46.2K | 0.57% | 41 |
|
|
2021
Q1 | $2.96M | Buy |
13,221
+65
| +0.5% | +$14.6K | 0.6% | 41 |
|
|
2020
Q4 | $2.82M | Hold |
13,156
| – | – | 0.61% | 41 |
|
|
2020
Q3 | $2.89M | Buy |
13,156
+28
| +0.2% | +$6.15K | 0.7% | 38 |
|
|
2020
Q2 | $2.42M | Buy |
13,128
+345
| +3% | +$63.6K | 0.64% | 42 |
|
|
2020
Q1 | $2.11M | Sell |
12,783
-188
| -1% | -$31.1K | 0.64% | 41 |
|
|
2019
Q4 | $2.56M | Hold |
12,971
| – | – | 0.62% | 45 |
|
|
2019
Q3 | $2.79M | Hold |
12,971
| – | – | 0.72% | 44 |
|
|
2019
Q2 | $2.69M | Hold |
12,971
| – | – | 0.71% | 45 |
|
|
2019
Q1 | $2.46M | Sell |
12,971
-618
| -5% | -$117K | 0.7% | 46 |
|
|
2018
Q4 | $2.41M | Buy |
13,589
+615
| +5% | +$109K | 0.79% | 40 |
|
|
2018
Q3 | $2.17M | Sell |
12,974
-675
| -5% | -$113K | 0.6% | 51 |
|
|
2018
Q2 | $2.14M | Hold |
13,649
| – | – | 0.64% | 50 |
|
|
2018
Q1 | $2.13M | Sell |
13,649
-28
| -0.2% | -$4.38K | 0.71% | 49 |
|
|
2017
Q4 | $2.35M | Sell |
13,677
-22
| -0.2% | -$3.79K | 0.76% | 47 |
|
|
2017
Q3 | $2.15M | Buy |
13,699
+1,088
| +9% | +$170K | 0.74% | 47 |
|
|
2017
Q2 | $1.93M | Buy |
12,611
+51
| +0.4% | +$7.81K | 0.71% | 49 |
|
|
2017
Q1 | $1.62M | Buy |
12,560
+371
| +3% | +$48K | 0.63% | 51 |
|
|
2016
Q4 | $1.48M | Buy |
12,189
+1,212
| +11% | +$148K | 0.62% | 52 |
|
|
2016
Q3 | $1.27M | Buy |
10,977
+795
| +8% | +$91.7K | 0.57% | 60 |
|
|
2016
Q2 | $1.23M | Buy |
10,182
+123
| +1% | +$14.8K | 0.55% | 64 |
|
|
2016
Q1 | $1.27M | Buy |
10,059
+200
| +2% | +$25.2K | 0.61% | 54 |
|
|
2015
Q4 | $1.17M | Buy |
+9,859
| New | +$1.17M | 0.57% | 59 |
|