Hummer Financial 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 | $803K | Sell |
2,750
-80
| -3% | -$23.4K | 0.6% | 37 |
|
|
2025
Q1 | $884K | Buy |
2,830
+100
| +4% | +$31.2K | 0.72% | 32 |
|
|
2024
Q4 | $791K | Hold |
2,730
| – | – | 0.63% | 32 |
|
|
2024
Q3 | $831K | Hold |
2,730
| – | – | 0.65% | 32 |
|
|
2024
Q2 | $696K | Hold |
2,730
| – | – | 0.6% | 33 |
|
|
2024
Q1 | $770K | Hold |
2,730
| – | – | 0.63% | 32 |
|
|
2023
Q4 | $809K | Hold |
2,730
| – | – | 0.74% | 29 |
|
|
2023
Q3 | $719K | Hold |
2,730
| – | – | 0.73% | 28 |
|
|
2023
Q2 | $815K | Hold |
2,730
| – | – | 0.8% | 27 |
|
|
2023
Q1 | $763K | Sell |
2,730
-50
| -2% | -$14K | 0.81% | 29 |
|
|
2022
Q4 | $733K | Sell |
2,780
-100
| -3% | -$26.4K | 0.81% | 27 |
|
|
2022
Q3 | $665K | Sell |
2,880
-170
| -6% | -$39.3K | 0.78% | 28 |
|
|
2022
Q2 | $753K | Hold |
3,050
| – | – | 0.85% | 27 |
|
|
2022
Q1 | $754K | Buy |
3,050
+300
| +11% | +$74.2K | 0.68% | 32 |
|
|
2021
Q4 | $737K | Sell |
2,750
-300
| -10% | -$80.4K | 0.62% | 32 |
|
|
2021
Q3 | $735K | Hold |
3,050
| – | – | 0.68% | 31 |
|
|
2021
Q2 | $705K | Hold |
3,050
| – | – | 0.65% | 32 |
|
|
2021
Q1 | $684K | Hold |
3,050
| – | – | 0.66% | 33 |
|
|
2020
Q4 | $654K | Hold |
3,050
| – | – | 0.69% | 32 |
|
|
2020
Q3 | $669K | Hold |
3,050
| – | – | 0.79% | 27 |
|
|
2020
Q2 | $563K | Hold |
3,050
| – | – | 0.72% | 31 |
|
|
2020
Q1 | $504K | Buy |
3,050
+50
| +2% | +$8.26K | 0.76% | 36 |
|
|
2019
Q4 | $593K | Buy |
+3,000
| New | +$593K | 0.64% | 40 |
|