Hudson Valley Investment 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
Q2 | $4.99M | Sell |
17,070
-204
| -1% | -$59.6K | 0.55% | 60 |
|
2025
Q1 | $5.4M | Sell |
17,274
-162
| -0.9% | -$50.6K | 0.64% | 51 |
|
2024
Q4 | $5.05M | Sell |
17,436
-162
| -0.9% | -$47K | 0.57% | 52 |
|
2024
Q3 | $5.36M | Buy |
17,598
+993
| +6% | +$302K | 0.59% | 53 |
|
2024
Q2 | $4.85M | Buy |
16,605
+843
| +5% | +$246K | 0.63% | 55 |
|
2024
Q1 | $4.44M | Sell |
15,762
-843
| -5% | -$238K | 0.53% | 57 |
|
2023
Q4 | $4.85M | Buy |
16,605
+7,030
| +73% | +$2.05M | 0.66% | 50 |
|
2023
Q3 | $2.52M | Sell |
9,575
-344
| -3% | -$90.6K | 0.36% | 76 |
|
2023
Q2 | $2.96M | Sell |
9,919
-97
| -1% | -$28.9K | 0.4% | 69 |
|
2023
Q1 | $2.8M | Buy |
10,016
+35
| +0.4% | +$9.79K | 0.39% | 74 |
|
2022
Q4 | $2.63M | Buy |
9,981
+27
| +0.3% | +$7.12K | 0.4% | 75 |
|
2022
Q3 | $2.3M | Sell |
9,954
-181
| -2% | -$41.8K | 0.37% | 76 |
|
2022
Q2 | $2.5M | Sell |
10,135
-249
| -2% | -$61.5K | 0.39% | 72 |
|
2022
Q1 | $2.57M | Buy |
10,384
+5,141
| +98% | +$1.27M | 0.34% | 79 |
|
2021
Q4 | $1.41M | Sell |
5,243
-375
| -7% | -$100K | 0.22% | 81 |
|
2021
Q3 | $1.36M | Sell |
5,618
-630
| -10% | -$152K | 0.23% | 80 |
|
2021
Q2 | $1.44M | Sell |
6,248
-695
| -10% | -$161K | 0.25% | 79 |
|
2021
Q1 | $1.56M | Sell |
6,943
-115
| -2% | -$25.8K | 0.28% | 79 |
|
2020
Q4 | $1.52M | Buy |
7,058
+150
| +2% | +$32.2K | 0.29% | 77 |
|
2020
Q3 | $1.52M | Sell |
6,908
-18
| -0.3% | -$3.95K | 0.33% | 71 |
|
2020
Q2 | $1.28M | Buy |
6,926
+270
| +4% | +$49.8K | 0.3% | 76 |
|
2020
Q1 | $1.1M | Buy |
6,656
+990
| +17% | +$164K | 0.3% | 74 |
|
2019
Q4 | $1.12M | Buy |
5,666
+150
| +3% | +$29.7K | 0.24% | 82 |
|
2019
Q3 | $1.18M | Sell |
5,516
-85
| -2% | -$18.2K | 0.27% | 78 |
|
2019
Q2 | $1.16M | Buy |
5,601
+75
| +1% | +$15.6K | 0.27% | 77 |
|
2019
Q1 | $1.05M | Sell |
5,526
-612
| -10% | -$116K | 0.25% | 84 |
|
2018
Q4 | $1.09M | Buy |
6,138
+728
| +13% | +$129K | 0.25% | 87 |
|
2018
Q3 | $905K | Hold |
5,410
| – | – | 0.21% | 90 |
|
2018
Q2 | $848K | Buy |
5,410
+345
| +7% | +$54.1K | 0.21% | 92 |
|
2018
Q1 | $792K | Sell |
5,065
-374
| -7% | -$58.5K | 0.2% | 95 |
|
2017
Q4 | $936K | Sell |
5,439
-190
| -3% | -$32.7K | 0.23% | 90 |
|
2017
Q3 | $882K | Buy |
5,629
+615
| +12% | +$96.4K | 0.23% | 90 |
|
2017
Q2 | $768K | Hold |
5,014
| – | – | 0.21% | 94 |
|
2017
Q1 | $650K | Buy |
5,014
+25
| +0.5% | +$3.24K | 0.18% | 100 |
|
2016
Q4 | $607K | Buy |
4,989
+84
| +2% | +$10.2K | 0.18% | 99 |
|
2016
Q3 | $566K | Hold |
4,905
| – | – | 0.18% | 100 |
|
2016
Q2 | $590K | Buy |
4,905
+105
| +2% | +$12.6K | 0.19% | 96 |
|
2016
Q1 | $603K | Sell |
4,800
-160
| -3% | -$20.1K | 0.2% | 96 |
|
2015
Q4 | $586K | Sell |
4,960
-1,125
| -18% | -$133K | 0.18% | 100 |
|
2015
Q3 | $600K | Sell |
6,085
-1,270
| -17% | -$125K | 0.19% | 100 |
|
2015
Q2 | $699K | Sell |
7,355
-2,105
| -22% | -$200K | 0.22% | 83 |
|
2015
Q1 | $922K | Sell |
9,460
-1,900
| -17% | -$185K | 0.31% | 74 |
|
2014
Q4 | $1.06M | Sell |
11,360
-1,675
| -13% | -$157K | 0.44% | 60 |
|
2014
Q3 | $1.24M | Sell |
13,035
-1,065
| -8% | -$101K | 0.53% | 54 |
|
2014
Q2 | $1.42M | Sell |
14,100
-1,005
| -7% | -$101K | 0.62% | 49 |
|
2014
Q1 | $1.48M | Buy |
15,105
+80
| +0.5% | +$7.84K | 0.63% | 48 |
|
2013
Q4 | $1.46M | Sell |
15,025
-275
| -2% | -$26.7K | 0.64% | 47 |
|
2013
Q3 | $1.47M | Sell |
15,300
-302
| -2% | -$29.1K | 0.72% | 46 |
|
2013
Q2 | $1.55M | Buy |
+15,602
| New | +$1.55M | 0.74% | 46 |
|