Geneos Wealth Management’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 | $4.93M | Sell |
16,890
-10,901
| -39% | -$3.18M | 0.12% | 214 |
|
|
2025
Q1 | $11M | Buy |
27,791
+15,219
| +121% | +$6.04M | 0.16% | 155 |
|
|
2024
Q4 | $3.64M | Sell |
12,572
-1,909
| -13% | -$553K | 0.13% | 187 |
|
|
2024
Q3 | $4.41M | Buy |
14,481
+3,248
| +29% | +$989K | 0.17% | 145 |
|
|
2024
Q2 | $2.86M | Sell |
11,233
-3,538
| -24% | -$902K | 0.13% | 191 |
|
|
2024
Q1 | $4.16M | Buy |
14,771
+178
| +1% | +$50.2K | 0.19% | 137 |
|
|
2023
Q4 | $4.33M | Buy |
14,593
+146
| +1% | +$43.3K | 0.21% | 119 |
|
|
2023
Q3 | $3.81M | Buy |
14,447
+627
| +5% | +$165K | 0.2% | 133 |
|
|
2023
Q2 | $4.12M | Buy |
13,820
+2,873
| +26% | +$857K | 0.22% | 127 |
|
|
2023
Q1 | $3.06M | Buy |
10,947
+306
| +3% | +$85.6K | 0.19% | 142 |
|
|
2022
Q4 | $2.8M | Buy |
10,641
+1,766
| +20% | +$465K | 0.17% | 141 |
|
|
2022
Q3 | $2.05M | Sell |
8,875
-10,744
| -55% | -$2.48M | 0.14% | 158 |
|
|
2022
Q2 | $4.96M | Buy |
19,619
+258
| +1% | +$65.3K | 0.25% | 99 |
|
|
2022
Q1 | $4.79M | Sell |
19,361
-961
| -5% | -$238K | 0.21% | 117 |
|
|
2021
Q4 | $5.45M | Sell |
20,322
-1,664
| -8% | -$446K | 0.21% | 109 |
|
|
2021
Q3 | $5.34M | Sell |
21,986
-532
| -2% | -$129K | 0.2% | 114 |
|
|
2021
Q2 | $5.26M | Sell |
22,518
-4,529
| -17% | -$1.06M | 0.21% | 114 |
|
|
2021
Q1 | $6.39M | Buy |
27,047
+346
| +1% | +$81.7K | 0.18% | 139 |
|
|
2020
Q4 | $5.51M | Buy |
26,701
+3,053
| +13% | +$630K | 0.22% | 108 |
|
|
2020
Q3 | $5.16M | Sell |
23,648
-1,047
| -4% | -$228K | 0.27% | 86 |
|
|
2020
Q2 | $4.44M | Buy |
24,695
+97
| +0.4% | +$17.4K | 0.25% | 94 |
|
|
2020
Q1 | $4.03M | Buy |
24,598
+1,152
| +5% | +$189K | 0.27% | 84 |
|
|
2019
Q4 | $4.65M | Buy |
23,446
+9
| +0% | +$1.78K | 0.25% | 111 |
|
|
2019
Q3 | $5M | Buy |
23,437
+119
| +0.5% | +$25.4K | 0.3% | 87 |
|
|
2019
Q2 | $4.84M | Sell |
23,318
-481
| -2% | -$99.9K | 0.3% | 86 |
|
|
2019
Q1 | $4.52M | Sell |
23,799
-673
| -3% | -$128K | 0.3% | 87 |
|
|
2018
Q4 | $4.3M | Buy |
24,472
+106
| +0.4% | +$18.6K | 0.32% | 80 |
|
|
2018
Q3 | $4.08M | Sell |
24,366
-222
| -0.9% | -$37.1K | 0.27% | 105 |
|
|
2018
Q2 | $3.85M | Sell |
24,588
-691
| -3% | -$108K | 0.3% | 92 |
|
|
2018
Q1 | $3.95M | Sell |
25,279
-165
| -0.6% | -$25.8K | 0.35% | 76 |
|
|
2017
Q4 | $4.38M | Buy |
25,444
+6,803
| +36% | +$1.17M | 0.39% | 75 |
|
|
2017
Q3 | $2.92M | Buy |
18,641
+1,309
| +8% | +$205K | 0.29% | 101 |
|
|
2017
Q2 | $2.65M | Sell |
17,332
-1,409
| -8% | -$216K | 0.27% | 96 |
|
|
2017
Q1 | $2.43M | Buy |
18,741
+379
| +2% | +$49.1K | 0.25% | 102 |
|
|
2016
Q4 | $2.24M | Sell |
18,362
-63
| -0.3% | -$7.67K | 0.29% | 89 |
|
|
2016
Q3 | $2.13M | Sell |
18,425
-591
| -3% | -$68.2K | 0.29% | 86 |
|
|
2016
Q2 | $2.29M | Sell |
19,016
-747
| -4% | -$89.9K | 0.33% | 73 |
|
|
2016
Q1 | $2.51M | Buy |
+19,763
| New | +$2.51M | 0.38% | 58 |
|