Horan Capital Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $257K | Sell |
824
-31
| -4% | -$9.68K | 0.09% | 101 |
|
|
2024
Q4 | $248K | Buy |
855
+85
| +11% | +$24.6K | 0.08% | 101 |
|
|
2024
Q3 | $234K | Buy |
+770
| New | +$234K | 0.08% | 108 |
|
|
2024
Q2 | – | Sell |
-760
| Closed | -$214K | – | 117 |
|
|
2024
Q1 | $214K | Sell |
760
-195
| -20% | -$55K | 0.08% | 110 |
|
|
2023
Q4 | $283K | Buy |
955
+50
| +6% | +$14.8K | 0.1% | 95 |
|
|
2023
Q3 | $238K | Hold |
905
| – | – | 0.1% | 102 |
|
|
2023
Q2 | $270K | Hold |
905
| – | – | 0.11% | 90 |
|
|
2023
Q1 | $253K | Buy |
+905
| New | +$253K | 0.1% | 91 |
|
|
2020
Q4 | – | Sell |
-582
| Closed | -$128K | – | 198 |
|
|
2020
Q3 | $128K | Buy |
+582
| New | +$128K | 0.07% | 100 |
|
|
2020
Q1 | – | Sell |
-513
| Closed | -$101K | – | 183 |
|
|
2019
Q4 | $101K | Hold |
513
| – | – | 0.06% | 103 |
|
|
2019
Q3 | $110K | Buy |
+513
| New | +$110K | 0.07% | 95 |
|
|
2019
Q2 | – | Sell |
-513
| Closed | -$97K | – | 177 |
|
|
2019
Q1 | $97K | Buy |
+513
| New | +$97K | 0.06% | 103 |
|
|
2017
Q4 | – | Sell |
-663
| Closed | -$104K | – | 187 |
|
|
2017
Q3 | $104K | Buy |
+663
| New | +$104K | 0.06% | 99 |
|