HeadInvest LLC’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 | $1.47M | Sell |
5,022
-171
| -3% | -$50K | 0.31% | 67 |
|
|
2025
Q1 | $1.62M | Sell |
5,193
-100
| -2% | -$31.2K | 0.32% | 71 |
|
|
2024
Q4 | $1.53M | Hold |
5,293
| – | – | 0.29% | 75 |
|
|
2024
Q3 | $1.61M | Hold |
5,293
| – | – | 0.3% | 73 |
|
|
2024
Q2 | $1.35M | Sell |
5,293
-23
| -0.4% | -$5.86K | 0.27% | 78 |
|
|
2024
Q1 | $1.5M | Buy |
5,316
+186
| +4% | +$52.4K | 0.29% | 71 |
|
|
2023
Q4 | $1.52M | Sell |
5,130
-190
| -4% | -$56.3K | 0.32% | 70 |
|
|
2023
Q3 | $1.37M | Buy |
5,320
+166
| +3% | +$42.8K | 0.3% | 71 |
|
|
2023
Q2 | $1.49M | Sell |
5,154
-58
| -1% | -$16.7K | 0.32% | 69 |
|
|
2023
Q1 | $1.46M | Buy |
5,212
+9
| +0.2% | +$2.52K | 0.32% | 68 |
|
|
2022
Q4 | $1.37M | Sell |
5,203
-230
| -4% | -$60.6K | 0.31% | 70 |
|
|
2022
Q3 | $1.25M | Buy |
5,433
+45
| +0.8% | +$10.4K | 0.3% | 72 |
|
|
2022
Q2 | $1.33M | Hold |
5,388
| – | – | 0.3% | 72 |
|
|
2022
Q1 | $1.33M | Sell |
5,388
-47
| -0.9% | -$11.6K | 0.25% | 79 |
|
|
2021
Q4 | $1.46M | Buy |
5,435
+15
| +0.3% | +$4.02K | 0.26% | 78 |
|
|
2021
Q3 | $1.31M | Sell |
5,420
-136
| -2% | -$32.8K | 0.25% | 76 |
|
|
2021
Q2 | $1.28M | Buy |
5,556
+32
| +0.6% | +$7.39K | 0.24% | 78 |
|
|
2021
Q1 | $1.24M | Buy |
5,524
+404
| +8% | +$90.5K | 0.25% | 74 |
|
|
2020
Q4 | $1.1M | Buy |
5,120
+1,981
| +63% | +$425K | 0.23% | 78 |
|
|
2020
Q3 | $689K | Buy |
3,139
+65
| +2% | +$14.3K | 0.2% | 87 |
|
|
2020
Q2 | $567K | Buy |
3,074
+49
| +2% | +$9.04K | 0.18% | 96 |
|
|
2020
Q1 | $500K | Sell |
3,025
-47
| -2% | -$7.77K | 0.19% | 91 |
|
|
2019
Q4 | $607K | Buy |
3,072
+142
| +5% | +$28.1K | 0.17% | 93 |
|
|
2019
Q3 | $629K | Sell |
2,930
-49
| -2% | -$10.5K | 0.19% | 84 |
|
|
2019
Q2 | $619K | Buy |
2,979
+125
| +4% | +$26K | 0.18% | 85 |
|
|
2019
Q1 | $542K | Sell |
2,854
-2,914
| -51% | -$553K | 0.15% | 99 |
|
|
2018
Q4 | $1.02M | Buy |
5,768
+2,884
| +100% | +$512K | 0.16% | 93 |
|
|
2018
Q3 | $482K | Sell |
2,884
-140
| -5% | -$23.4K | 0.14% | 104 |
|
|
2018
Q2 | $474K | Sell |
3,024
-50
| -2% | -$7.84K | 0.14% | 106 |
|
|
2018
Q1 | $481K | Buy |
3,074
+215
| +8% | +$33.6K | 0.15% | 96 |
|
|
2017
Q4 | $492K | Sell |
2,859
-405
| -12% | -$69.7K | 0.15% | 95 |
|
|
2017
Q3 | $545K | Sell |
3,264
-27
| -0.8% | -$4.51K | 0.17% | 86 |
|
|
2017
Q2 | $504K | Hold |
3,291
| – | – | 0.17% | 87 |
|
|
2017
Q1 | $427K | Buy |
3,291
+530
| +19% | +$68.8K | 0.14% | 95 |
|
|
2016
Q4 | $336K | Sell |
2,761
-50
| -2% | -$6.09K | 0.12% | 110 |
|
|
2016
Q3 | $322K | Hold |
2,811
| – | – | 0.11% | 111 |
|
|
2016
Q2 | $338K | Sell |
2,811
-327
| -10% | -$39.3K | 0.13% | 98 |
|
|
2016
Q1 | $394K | Buy |
3,138
+327
| +12% | +$41.1K | 0.15% | 86 |
|
|
2015
Q4 | $332K | Sell |
2,811
-222
| -7% | -$26.2K | 0.13% | 95 |
|
|
2015
Q3 | $299K | Buy |
3,033
+591
| +24% | +$58.3K | 0.12% | 98 |
|
|
2015
Q2 | $232K | Sell |
2,442
-260
| -10% | -$24.7K | 0.09% | 111 |
|
|
2015
Q1 | $263K | Sell |
2,702
-100
| -4% | -$9.73K | 0.09% | 102 |
|
|
2014
Q4 | $263K | Hold |
2,802
| – | – | 0.1% | 94 |
|
|
2014
Q3 | $263K | Sell |
2,802
-2,666
| -49% | -$250K | 0.11% | 95 |
|
|
2014
Q2 | $551K | Sell |
5,468
-377
| -6% | -$38K | 0.22% | 69 |
|
|
2014
Q1 | $573K | Sell |
5,845
-2,282
| -28% | -$224K | 0.25% | 64 |
|
|
2013
Q4 | $789K | Sell |
8,127
-682
| -8% | -$66.2K | 0.33% | 55 |
|
|
2013
Q3 | $848K | Sell |
8,809
-1,652
| -16% | -$159K | 0.37% | 56 |
|
|
2013
Q2 | $1.04M | Buy |
+10,461
| New | +$1.04M | 0.46% | 50 |
|