GoalVest 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 | $1.86M | Buy |
6,377
+336
| +6% | +$98.2K | 0.46% | 35 |
|
|
2025
Q1 | $1.89M | Buy |
6,041
+756
| +14% | +$236K | 0.52% | 34 |
|
|
2024
Q4 | $1.53M | Buy |
5,285
+70
| +1% | +$20.3K | 0.42% | 38 |
|
|
2024
Q3 | $1.59M | Buy |
5,215
+311
| +6% | +$94.7K | 0.46% | 39 |
|
|
2024
Q2 | $1.25M | Buy |
4,904
+78
| +2% | +$19.9K | 0.4% | 42 |
|
|
2024
Q1 | $1.36M | Buy |
4,826
+957
| +25% | +$270K | 0.45% | 36 |
|
|
2023
Q4 | $1.15M | Buy |
3,869
+753
| +24% | +$223K | 0.5% | 29 |
|
|
2023
Q3 | $821K | Buy |
3,116
+488
| +19% | +$129K | 0.41% | 46 |
|
|
2023
Q2 | $784K | Sell |
2,628
-3,443
| -57% | -$1.03M | 0.4% | 51 |
|
|
2023
Q1 | $1.7M | Sell |
6,071
-2,306
| -28% | -$645K | 0.99% | 14 |
|
|
2022
Q4 | $2.21M | Sell |
8,377
-1,580
| -16% | -$416K | 1.42% | 16 |
|
|
2022
Q3 | $2.3M | Buy |
9,957
+4,653
| +88% | +$1.07M | 1.61% | 16 |
|
|
2022
Q2 | $1.34M | Buy |
5,304
+1,574
| +42% | +$397K | 0.85% | 34 |
|
|
2022
Q1 | $922K | Buy |
+3,730
| New | +$922K | 0.52% | 53 |
|
|
2021
Q2 | $626K | Buy |
2,712
+138
| +5% | +$31.9K | 0.39% | 73 |
|
|
2021
Q1 | $577K | Sell |
2,574
-1,463
| -36% | -$328K | 0.43% | 78 |
|
|
2020
Q4 | $866K | Buy |
+4,037
| New | +$866K | 0.73% | 43 |
|