Global Retirement Partners’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 | $4.98M | Buy |
+17,050
| New | +$4.98M | 0.12% | 161 |
|
|
2024
Q4 | $4.42M | Sell |
15,232
-3,760
| -20% | -$1.09M | 0.13% | 160 |
|
|
2024
Q3 | $5.78M | Sell |
18,992
-943
| -5% | -$287K | 0.17% | 115 |
|
|
2024
Q2 | $5.08M | Buy |
19,935
+5,571
| +39% | +$1.42M | 0.16% | 131 |
|
|
2024
Q1 | $4.05M | Sell |
14,364
-377
| -3% | -$106K | 0.15% | 145 |
|
|
2023
Q4 | $4.29M | Sell |
14,741
-46
| -0.3% | -$13.4K | 0.18% | 123 |
|
|
2023
Q3 | $3.78M | Buy |
14,787
+496
| +3% | +$127K | 0.19% | 110 |
|
|
2023
Q2 | $4.26M | Buy |
14,291
+788
| +6% | +$235K | 0.21% | 101 |
|
|
2023
Q1 | $3.99M | Buy |
13,503
+2,930
| +28% | +$865K | 0.21% | 105 |
|
|
2022
Q4 | $2.79M | Buy |
10,573
+1,051
| +11% | +$277K | 0.19% | 122 |
|
|
2022
Q3 | $2.6M | Buy |
9,522
+643
| +7% | +$175K | 0.2% | 116 |
|
|
2022
Q2 | $2.19M | Sell |
8,879
-2,623
| -23% | -$648K | 0.18% | 130 |
|
|
2022
Q1 | $2.81M | Buy |
+11,502
| New | +$2.81M | 0.22% | 109 |
|
|
2021
Q4 | – | Sell |
-7,977
| Closed | -$1.92M | – | 1161 |
|
|
2021
Q3 | $1.92M | Buy |
7,977
+135
| +2% | +$32.5K | 0.19% | 114 |
|
|
2021
Q2 | $1.81M | Sell |
7,842
-734
| -9% | -$170K | 0.19% | 122 |
|
|
2021
Q1 | $1.92M | Sell |
8,576
-1,421
| -14% | -$318K | 0.23% | 94 |
|
|
2020
Q4 | $2.15M | Buy |
9,997
+444
| +5% | +$95.3K | 0.27% | 73 |
|
|
2020
Q3 | $2.1M | Buy |
9,553
+518
| +6% | +$114K | 0.31% | 69 |
|
|
2020
Q2 | $1.67M | Buy |
9,035
+339
| +4% | +$62.5K | 0.27% | 79 |
|
|
2020
Q1 | $1.44M | Sell |
8,696
-1,047
| -11% | -$173K | 0.27% | 81 |
|
|
2019
Q4 | $1.93M | Sell |
9,743
-2,203
| -18% | -$435K | 0.29% | 76 |
|
|
2019
Q3 | $2.57M | Buy |
11,946
+9,384
| +366% | +$2.01M | 0.42% | 49 |
|
|
2019
Q2 | $532K | Sell |
2,562
-3,521
| -58% | -$731K | 0.1% | 177 |
|
|
2019
Q1 | $1.16M | Sell |
6,083
-265
| -4% | -$50.3K | 0.28% | 69 |
|
|
2018
Q4 | $1.13M | Buy |
6,348
+4,317
| +213% | +$766K | 0.29% | 72 |
|
|
2018
Q3 | $340K | Buy |
2,031
+136
| +7% | +$22.8K | 0.08% | 221 |
|
|
2018
Q2 | $297K | Buy |
1,895
+174
| +10% | +$27.3K | 0.08% | 234 |
|
|
2018
Q1 | $269K | Buy |
1,721
+435
| +34% | +$68K | 0.07% | 241 |
|
|
2017
Q4 | $221K | Buy |
1,286
+414
| +47% | +$71.1K | 0.06% | 250 |
|
|
2017
Q3 | $137K | Sell |
872
-46
| -5% | -$7.23K | 0.06% | 280 |
|
|
2017
Q2 | $141K | Buy |
918
+125
| +16% | +$19.2K | 0.07% | 254 |
|
|
2017
Q1 | $103K | Buy |
793
+111
| +16% | +$14.4K | 0.06% | 272 |
|
|
2016
Q4 | $83K | Buy |
+682
| New | +$83K | 0.06% | 272 |
|