Gladstone Institutional Advisory’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 | $5.9M | Sell |
20,204
-275
| -1% | -$80.3K | 0.24% | 94 |
|
|
2025
Q1 | $6.4M | Buy |
20,479
+1,211
| +6% | +$378K | 0.3% | 82 |
|
|
2024
Q4 | $5.59M | Buy |
19,268
+1,133
| +6% | +$328K | 0.26% | 89 |
|
|
2024
Q3 | $5.52M | Buy |
18,135
+382
| +2% | +$116K | 0.27% | 93 |
|
|
2024
Q2 | $4.52M | Sell |
17,753
-518
| -3% | -$132K | 0.24% | 114 |
|
|
2024
Q1 | $5.15M | Sell |
18,271
-6,153
| -25% | -$1.73M | 0.28% | 95 |
|
|
2023
Q4 | $7.24M | Buy |
24,424
+1,524
| +7% | +$452K | 0.41% | 57 |
|
|
2023
Q3 | $6.03M | Buy |
22,900
+1,655
| +8% | +$436K | 0.39% | 60 |
|
|
2023
Q2 | $6.34M | Buy |
21,245
+7,061
| +50% | +$2.11M | 0.39% | 62 |
|
|
2023
Q1 | $3.97M | Sell |
14,184
-1,880
| -12% | -$526K | 0.26% | 108 |
|
|
2022
Q4 | $4.23M | Sell |
16,064
-8,877
| -36% | -$2.34M | 0.3% | 98 |
|
|
2022
Q3 | $5.76M | Buy |
24,941
+9,132
| +58% | +$2.11M | 0.45% | 45 |
|
|
2022
Q2 | $3.9M | Buy |
15,809
+179
| +1% | +$44.2K | 0.31% | 78 |
|
|
2022
Q1 | $3.87M | Sell |
15,630
-102
| -0.6% | -$25.2K | 0.26% | 104 |
|
|
2021
Q4 | $4.22M | Buy |
15,732
+4,729
| +43% | +$1.27M | 0.33% | 85 |
|
|
2021
Q3 | $2.65M | Buy |
11,003
+3,601
| +49% | +$868K | 0.26% | 109 |
|
|
2021
Q2 | $1.71M | Buy |
7,402
+2,638
| +55% | +$609K | 0.2% | 125 |
|
|
2021
Q1 | $1.07M | Buy |
4,764
+2,940
| +161% | +$659K | 0.17% | 137 |
|
|
2020
Q4 | $391K | Sell |
1,824
-200
| -10% | -$42.9K | 0.08% | 192 |
|
|
2020
Q3 | $444K | Buy |
2,024
+299
| +17% | +$65.6K | 0.11% | 159 |
|
|
2020
Q2 | $318K | Sell |
1,725
-421
| -20% | -$77.6K | 0.08% | 168 |
|
|
2020
Q1 | $354K | Buy |
2,146
+167
| +8% | +$27.5K | 0.09% | 172 |
|
|
2019
Q4 | $391K | Sell |
1,979
-417
| -17% | -$82.4K | 0.1% | 162 |
|
|
2019
Q3 | $515K | Sell |
2,396
-133
| -5% | -$28.6K | 0.13% | 137 |
|
|
2019
Q2 | $526K | Buy |
2,529
+172
| +7% | +$35.8K | 0.16% | 129 |
|
|
2019
Q1 | $448K | Sell |
2,357
-260
| -10% | -$49.4K | 0.16% | 115 |
|
|
2018
Q4 | $465K | Buy |
+2,617
| New | +$465K | 0.27% | 86 |
|