Great Valley Advisor 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 | $13M | Sell |
44,341
-4,445
| -9% | -$1.3M | 0.29% | 86 |
|
|
2025
Q1 | $15.2M | Sell |
48,786
-13,525
| -22% | -$4.22M | 0.33% | 79 |
|
|
2024
Q4 | $18.1M | Buy |
62,311
+1,184
| +2% | +$343K | 0.4% | 63 |
|
|
2024
Q3 | $18.6M | Buy |
61,127
+12,917
| +27% | +$3.93M | 0.46% | 57 |
|
|
2024
Q2 | $12.3M | Buy |
48,210
+4,590
| +11% | +$1.17M | 0.34% | 78 |
|
|
2024
Q1 | $12.3M | Buy |
43,620
+7,393
| +20% | +$2.08M | 0.37% | 69 |
|
|
2023
Q4 | $10.7M | Sell |
36,227
-237
| -0.6% | -$70.3K | 0.38% | 67 |
|
|
2023
Q3 | $9.61M | Buy |
36,464
+4,344
| +14% | +$1.14M | 0.4% | 66 |
|
|
2023
Q2 | $9.58M | Buy |
32,120
+6,626
| +26% | +$1.98M | 0.4% | 64 |
|
|
2023
Q1 | $7.13M | Buy |
25,494
+8,080
| +46% | +$2.26M | 0.33% | 79 |
|
|
2022
Q4 | $4.59M | Sell |
17,414
-3,263
| -16% | -$860K | 0.23% | 104 |
|
|
2022
Q3 | $4.77M | Buy |
20,677
+729
| +4% | +$168K | 0.27% | 91 |
|
|
2022
Q2 | $4.93M | Buy |
19,948
+5,756
| +41% | +$1.42M | 0.27% | 91 |
|
|
2022
Q1 | $3.64M | Buy |
14,192
+1,007
| +8% | +$258K | 0.21% | 122 |
|
|
2021
Q4 | $3.38M | Buy |
13,185
+262
| +2% | +$67.1K | 0.21% | 122 |
|
|
2021
Q3 | $3.12M | Buy |
12,923
+600
| +5% | +$145K | 0.21% | 120 |
|
|
2021
Q2 | $2.81M | Sell |
12,323
-61
| -0.5% | -$13.9K | 0.21% | 126 |
|
|
2021
Q1 | $2.78M | Sell |
12,384
-189
| -2% | -$42.4K | 0.27% | 91 |
|
|
2020
Q4 | $2.7M | Buy |
12,573
+4,792
| +62% | +$1.03M | 0.28% | 83 |
|
|
2020
Q3 | $1.71M | Buy |
7,781
+594
| +8% | +$130K | 0.21% | 105 |
|
|
2020
Q2 | $1.33M | Buy |
7,187
+672
| +10% | +$124K | 0.22% | 124 |
|
|
2020
Q1 | $1.08M | Sell |
6,515
-2,375
| -27% | -$393K | 0.29% | 109 |
|
|
2019
Q4 | $1.76M | Buy |
8,890
+2,241
| +34% | +$443K | 0.39% | 79 |
|
|
2019
Q3 | $1.43M | Sell |
6,649
-272
| -4% | -$58.4K | 0.34% | 88 |
|
|
2019
Q2 | $1.44M | Buy |
6,921
+261
| +4% | +$54.2K | 0.36% | 87 |
|
|
2019
Q1 | $1.27M | Buy |
6,660
+689
| +12% | +$131K | 0.4% | 74 |
|
|
2018
Q4 | $1.06M | Buy |
+5,971
| New | +$1.06M | 0.4% | 63 |
|