HBW Advisory Services’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 | $3.44M | Sell |
11,758
-421
| -3% | -$123K | 0.42% | 50 |
|
|
2025
Q1 | $3.8M | Buy |
12,179
+186
| +2% | +$58.1K | 0.54% | 36 |
|
|
2024
Q4 | $3.48M | Sell |
11,993
-80
| -0.7% | -$23.2K | 0.36% | 47 |
|
|
2024
Q3 | $3.68M | Buy |
12,073
+149
| +1% | +$45.4K | 0.54% | 44 |
|
|
2024
Q2 | $3.04M | Buy |
11,924
+2,177
| +22% | +$555K | 0.5% | 58 |
|
|
2024
Q1 | $2.89M | Hold |
9,747
| – | – | 0.54% | 53 |
|
|
2023
Q4 | $2.89M | Sell |
9,747
-309
| -3% | -$91.6K | 0.54% | 53 |
|
|
2023
Q3 | $2.65M | Buy |
10,056
+3,147
| +46% | +$829K | 0.55% | 53 |
|
|
2023
Q2 | $2.06M | Buy |
6,909
+23
| +0.3% | +$6.86K | 0.45% | 58 |
|
|
2023
Q1 | $1.93M | Buy |
6,886
+2,253
| +49% | +$630K | 0.48% | 58 |
|
|
2022
Q4 | $1.17M | Sell |
4,633
-1,977
| -30% | -$498K | 0.31% | 89 |
|
|
2022
Q3 | $1.53M | Sell |
6,610
-73
| -1% | -$16.8K | 0.43% | 69 |
|
|
2022
Q2 | $1.65M | Buy |
6,683
+2,655
| +66% | +$656K | 0.43% | 66 |
|
|
2022
Q1 | $996K | Sell |
4,028
-16,699
| -81% | -$4.13M | 0.35% | 84 |
|
|
2021
Q4 | $5.56M | Buy |
20,727
+1,038
| +5% | +$278K | 1.29% | 16 |
|
|
2021
Q3 | $4.75M | Buy |
19,689
+270
| +1% | +$65.1K | 1.23% | 16 |
|
|
2021
Q2 | $4.49M | Buy |
19,419
+1,584
| +9% | +$366K | 1.18% | 23 |
|
|
2021
Q1 | $4M | Buy |
17,835
+1,780
| +11% | +$399K | 1.06% | 29 |
|
|
2020
Q4 | $3.45M | Buy |
16,055
+1,123
| +8% | +$241K | 1.05% | 36 |
|
|
2020
Q3 | $3.28M | Buy |
14,932
+2,724
| +22% | +$598K | 1.34% | 19 |
|
|
2020
Q2 | $2.25M | Buy |
12,208
+562
| +5% | +$104K | 1.05% | 32 |
|
|
2020
Q1 | $1.96M | Buy |
11,646
+584
| +5% | +$98.1K | 1.42% | 26 |
|
|
2019
Q4 | $2.2M | Buy |
11,062
+970
| +10% | +$193K | 1.29% | 30 |
|
|
2019
Q3 | $2.16M | Buy |
+10,092
| New | +$2.16M | 2.07% | 14 |
|