IAM Advisory’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 | $766K | Buy |
2,623
+15
| +0.6% | +$4.38K | 0.18% | 63 |
|
|
2025
Q1 | $815K | Buy |
2,608
+16
| +0.6% | +$5K | 0.21% | 63 |
|
|
2024
Q4 | $752K | Buy |
2,592
+15
| +0.6% | +$4.35K | 0.19% | 66 |
|
|
2024
Q3 | $785K | Buy |
2,577
+14
| +0.5% | +$4.26K | 0.2% | 65 |
|
|
2024
Q2 | $653K | Buy |
2,563
+17
| +0.7% | +$4.33K | 0.18% | 64 |
|
|
2024
Q1 | $718K | Buy |
2,546
+15
| +0.6% | +$4.23K | 0.2% | 63 |
|
|
2023
Q4 | $750K | Buy |
2,531
+14
| +0.6% | +$4.15K | 0.24% | 56 |
|
|
2023
Q3 | $663K | Buy |
2,517
+14
| +0.6% | +$3.69K | 0.23% | 55 |
|
|
2023
Q2 | $747K | Buy |
2,503
+13
| +0.5% | +$3.88K | 0.25% | 51 |
|
|
2023
Q1 | $696K | Buy |
2,490
+14
| +0.6% | +$3.92K | 0.24% | 57 |
|
|
2022
Q4 | $653K | Sell |
2,476
-230
| -8% | -$60.6K | 0.24% | 55 |
|
|
2022
Q3 | $624K | Buy |
2,706
+18
| +0.7% | +$4.15K | 0.26% | 53 |
|
|
2022
Q2 | $664K | Buy |
2,688
+12
| +0.4% | +$2.96K | 0.27% | 49 |
|
|
2022
Q1 | $662K | Buy |
2,676
+16
| +0.6% | +$3.96K | 0.27% | 54 |
|
|
2021
Q4 | $703K | Buy |
2,660
+14
| +0.5% | +$3.7K | 0.28% | 51 |
|
|
2021
Q3 | $652K | Buy |
+2,646
| New | +$652K | 0.28% | 55 |
|
|
2021
Q2 | – | Sell |
-2,621
| Closed | -$617K | – | 74 |
|
|
2021
Q1 | $617K | Buy |
2,621
+15
| +0.6% | +$3.53K | 0.27% | 51 |
|
|
2020
Q4 | $544K | Buy |
+2,606
| New | +$544K | 0.27% | 49 |
|