GM Advisory Group’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 | $1.12M | Buy |
3,833
+1,309
| +52% | +$382K | 0.06% | 137 |
|
|
2025
Q1 | $788K | Buy |
2,524
+138
| +6% | +$43.1K | 0.04% | 143 |
|
|
2024
Q4 | $692K | Buy |
2,386
+305
| +15% | +$88.4K | 0.04% | 147 |
|
|
2024
Q3 | $634K | Buy |
2,081
+118
| +6% | +$35.9K | 0.04% | 149 |
|
|
2024
Q2 | $500K | Sell |
1,963
-23
| -1% | -$5.86K | 0.03% | 151 |
|
|
2024
Q1 | $560K | Buy |
1,986
+23
| +1% | +$6.49K | 0.04% | 144 |
|
|
2023
Q4 | $582K | Buy |
1,963
+285
| +17% | +$84.5K | 0.04% | 134 |
|
|
2023
Q3 | $442K | Hold |
1,678
| – | – | 0.04% | 136 |
|
|
2023
Q2 | $501K | Buy |
1,678
+7
| +0.4% | +$2.09K | 0.04% | 127 |
|
|
2023
Q1 | $467K | Buy |
1,671
+111
| +7% | +$31K | 0.04% | 129 |
|
|
2022
Q4 | $411K | Hold |
1,560
| – | – | 0.04% | 126 |
|
|
2022
Q3 | $360K | Sell |
1,560
-100
| -6% | -$23.1K | 0.05% | 132 |
|
|
2022
Q2 | $410K | Hold |
1,660
| – | – | 0.06% | 124 |
|
|
2022
Q1 | $410K | Hold |
1,660
| – | – | 0.05% | 136 |
|
|
2021
Q4 | $445K | Hold |
1,660
| – | – | 0.04% | 136 |
|
|
2021
Q3 | $400K | Hold |
1,660
| – | – | 0.04% | 139 |
|
|
2021
Q2 | $383K | Hold |
1,660
| – | – | 0.04% | 144 |
|
|
2021
Q1 | $372K | Sell |
1,660
-50
| -3% | -$11.2K | 0.04% | 139 |
|
|
2020
Q4 | $367K | Buy |
1,710
+185
| +12% | +$39.7K | 0.05% | 128 |
|
|
2020
Q3 | $335K | Hold |
1,525
| – | – | 0.05% | 122 |
|
|
2020
Q2 | $281K | Buy |
1,525
+100
| +7% | +$18.4K | 0.05% | 148 |
|
|
2020
Q1 | $236K | Hold |
1,425
| – | – | 0.06% | 106 |
|
|
2019
Q4 | $282K | Sell |
1,425
-287
| -17% | -$56.8K | 0.09% | 72 |
|
|
2019
Q3 | $368K | Sell |
1,712
-122
| -7% | -$26.2K | 0.11% | 69 |
|
|
2019
Q2 | $381K | Hold |
1,834
| – | – | 0.12% | 66 |
|
|
2019
Q1 | $348K | Hold |
1,834
| – | – | 0.11% | 72 |
|
|
2018
Q4 | $326K | Hold |
1,834
| – | – | 0.12% | 72 |
|
|
2018
Q3 | $307K | Hold |
1,834
| – | – | 0.1% | 84 |
|
|
2018
Q2 | $287K | Hold |
1,834
| – | – | 0.09% | 90 |
|
|
2018
Q1 | $287K | Buy |
1,834
+66
| +4% | +$10.3K | 0.09% | 90 |
|
|
2017
Q4 | $304K | Buy |
1,768
+274
| +18% | +$47.1K | 0.08% | 91 |
|
|
2017
Q3 | $234K | Hold |
1,494
| – | – | 0.07% | 102 |
|
|
2017
Q2 | $229K | Sell |
1,494
-207
| -12% | -$31.7K | 0.07% | 98 |
|
|
2017
Q1 | $220K | Sell |
1,701
-1,460
| -46% | -$189K | 0.08% | 92 |
|
|
2016
Q4 | $385K | Buy |
+3,161
| New | +$385K | 0.13% | 74 |
|
|
2014
Q3 | – | Sell |
-2,461
| Closed | -$248K | – | 84 |
|
|
2014
Q2 | $248K | Sell |
2,461
-428
| -15% | -$43.1K | 0.22% | 57 |
|
|
2014
Q1 | $284K | Sell |
2,889
-160
| -5% | -$15.7K | 0.22% | 52 |
|
|
2013
Q4 | $296K | Buy |
+3,049
| New | +$296K | 0.3% | 39 |
|