Harbor Investment 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 | $1.2M | Sell |
4,110
-60
| -1% | -$17.5K | 0.11% | 147 |
|
|
2025
Q1 | $1.3M | Sell |
4,170
-123
| -3% | -$38.4K | 0.13% | 131 |
|
|
2024
Q4 | $1.24M | Sell |
4,293
-159
| -4% | -$46.1K | 0.12% | 132 |
|
|
2024
Q3 | $1.36M | Buy |
4,452
+166
| +4% | +$50.5K | 0.13% | 124 |
|
|
2024
Q2 | $1.09M | Buy |
4,286
+257
| +6% | +$65.5K | 0.11% | 133 |
|
|
2024
Q1 | $1.14M | Sell |
4,029
-5
| -0.1% | -$1.41K | 0.12% | 134 |
|
|
2023
Q4 | $1.2M | Sell |
4,034
-139
| -3% | -$41.2K | 0.14% | 117 |
|
|
2023
Q3 | $1.1M | Sell |
4,173
-513
| -11% | -$135K | 0.14% | 122 |
|
|
2023
Q2 | $1.4M | Sell |
4,686
-263
| -5% | -$78.5K | 0.19% | 102 |
|
|
2023
Q1 | $1.38M | Sell |
4,949
-204
| -4% | -$57K | 0.21% | 96 |
|
|
2022
Q4 | $1.36M | Sell |
5,153
-297
| -5% | -$78.3K | 0.21% | 96 |
|
|
2022
Q3 | $1.26M | Buy |
5,450
+91
| +2% | +$21K | 0.21% | 95 |
|
|
2022
Q2 | $1.32M | Sell |
5,359
-9
| -0.2% | -$2.22K | 0.21% | 95 |
|
|
2022
Q1 | $1.33M | Buy |
5,368
+50
| +0.9% | +$12.4K | 0.18% | 106 |
|
|
2021
Q4 | $1.43M | Sell |
5,318
-81
| -2% | -$21.7K | 0.18% | 105 |
|
|
2021
Q3 | $1.3M | Buy |
5,399
+30
| +0.6% | +$7.24K | 0.18% | 106 |
|
|
2021
Q2 | $1.24M | Buy |
5,369
+11
| +0.2% | +$2.54K | 0.17% | 111 |
|
|
2021
Q1 | $1.2M | Buy |
5,358
+44
| +0.8% | +$9.86K | 0.18% | 111 |
|
|
2020
Q4 | $1.14M | Buy |
5,314
+323
| +6% | +$69.3K | 0.18% | 106 |
|
|
2020
Q3 | $1.1M | Buy |
4,991
+334
| +7% | +$73.3K | 0.21% | 93 |
|
|
2020
Q2 | $859K | Sell |
4,657
-131
| -3% | -$24.2K | 0.18% | 104 |
|
|
2020
Q1 | $792K | Buy |
4,788
+47
| +1% | +$7.77K | 0.21% | 93 |
|
|
2019
Q4 | $937K | Buy |
+4,741
| New | +$937K | 0.22% | 101 |
|