Genesee Capital 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 | $1.11M | Buy |
3,786
+19
| +0.5% | +$5.55K | 0.5% | 52 |
|
|
2025
Q1 | $1.18M | Sell |
3,767
-16
| -0.4% | -$5K | 0.59% | 37 |
|
|
2024
Q4 | $1.1M | Buy |
3,783
+234
| +7% | +$67.8K | 0.51% | 46 |
|
|
2024
Q3 | $1.08M | Buy |
3,549
+15
| +0.4% | +$4.57K | 0.52% | 44 |
|
|
2024
Q2 | $901K | Sell |
3,534
-3,269
| -48% | -$833K | 0.44% | 51 |
|
|
2024
Q1 | $1.92M | Sell |
6,803
-30
| -0.4% | -$8.46K | 1.05% | 25 |
|
|
2023
Q4 | $2.03M | Buy |
6,833
+551
| +9% | +$163K | 1.25% | 18 |
|
|
2023
Q3 | $1.66M | Sell |
6,282
-302
| -5% | -$79.6K | 1.19% | 21 |
|
|
2023
Q2 | $1.96M | Sell |
6,584
-125
| -2% | -$37.3K | 1.34% | 17 |
|
|
2023
Q1 | $1.88M | Sell |
6,709
-49
| -0.7% | -$13.7K | 1.33% | 17 |
|
|
2022
Q4 | $1.78M | Buy |
6,758
+189
| +3% | +$49.8K | 1.33% | 16 |
|
|
2022
Q3 | $1.52M | Buy |
6,569
+35
| +0.5% | +$8.08K | 1.15% | 21 |
|
|
2022
Q2 | $1.61M | Buy |
6,534
+817
| +14% | +$202K | 1.13% | 23 |
|
|
2022
Q1 | $1.41M | Buy |
5,717
+304
| +6% | +$75.2K | 0.74% | 37 |
|
|
2021
Q4 | $1.45M | Buy |
5,413
+56
| +1% | +$15K | 0.69% | 40 |
|
|
2021
Q3 | $1.29M | Buy |
+5,357
| New | +$1.29M | 0.64% | 43 |
|
|
2021
Q2 | – | Sell |
-5,142
| Closed | -$1.15M | – | 94 |
|
|
2021
Q1 | $1.15M | Sell |
5,142
-88
| -2% | -$19.7K | 0.68% | 37 |
|
|
2020
Q4 | $1.12M | Sell |
5,230
-214
| -4% | -$45.9K | 0.73% | 38 |
|
|
2020
Q3 | $1.19M | Sell |
5,444
-52
| -0.9% | -$11.4K | 0.99% | 31 |
|
|
2020
Q2 | $1.01M | Sell |
5,496
-83
| -1% | -$15.3K | 0.94% | 35 |
|
|
2020
Q1 | $922K | Buy |
5,579
+23
| +0.4% | +$3.8K | 0.88% | 34 |
|
|
2019
Q4 | $1.1M | Sell |
5,556
-29
| -0.5% | -$5.73K | 0.94% | 34 |
|
|
2019
Q3 | $1.2M | Buy |
5,585
+333
| +6% | +$71.5K | 1.11% | 28 |
|
|
2019
Q2 | $1.09M | Buy |
+5,252
| New | +$1.09M | 1.1% | 28 |
|