ICW 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 | $2.99M | Buy |
10,218
+131
| +1% | +$38.3K | 1.18% | 24 |
|
|
2025
Q1 | $3.15M | Buy |
10,087
+60
| +0.6% | +$18.7K | 1.28% | 21 |
|
|
2024
Q4 | $2.91M | Buy |
10,027
+85
| +0.9% | +$24.6K | 1.21% | 22 |
|
|
2024
Q3 | $3.03M | Buy |
9,942
+201
| +2% | +$61.2K | 1.26% | 21 |
|
|
2024
Q2 | $2.48M | Buy |
9,741
+8
| +0.1% | +$2.04K | 1.13% | 27 |
|
|
2024
Q1 | $2.74M | Buy |
9,733
+185
| +2% | +$52.2K | 1.22% | 22 |
|
|
2023
Q4 | $2.83M | Buy |
9,548
+38
| +0.4% | +$11.3K | 1.38% | 17 |
|
|
2023
Q3 | $2.51M | Buy |
9,510
+363
| +4% | +$95.6K | 1.35% | 19 |
|
|
2023
Q2 | $2.73M | Buy |
9,147
+101
| +1% | +$30.1K | 1.47% | 14 |
|
|
2023
Q1 | $2.53M | Buy |
9,046
+239
| +3% | +$66.8K | 1.44% | 15 |
|
|
2022
Q4 | $2.32M | Sell |
8,807
-91
| -1% | -$24K | 1.39% | 16 |
|
|
2022
Q3 | $2.05M | Buy |
8,898
+48
| +0.5% | +$11.1K | 1.38% | 18 |
|
|
2022
Q2 | $2.19M | Buy |
8,850
+27
| +0.3% | +$6.67K | 1.39% | 17 |
|
|
2022
Q1 | $2.18M | Buy |
8,823
+99
| +1% | +$24.5K | 1.26% | 22 |
|
|
2021
Q4 | $2.34M | Sell |
8,724
-9,601
| -52% | -$2.57M | 1.31% | 18 |
|
|
2021
Q3 | $1.49M | Buy |
18,325
+275
| +2% | +$22.3K | 0.96% | 46 |
|
|
2021
Q2 | $1.59M | Buy |
18,050
+242
| +1% | +$21.4K | 1.04% | 35 |
|
|
2021
Q1 | $1.59M | Buy |
17,808
+265
| +2% | +$23.6K | 1.09% | 33 |
|
|
2020
Q4 | $1.66M | Buy |
17,543
+8,668
| +98% | +$820K | 1.19% | 26 |
|
|
2020
Q3 | $1.72M | Buy |
8,875
+563
| +7% | +$109K | 1.29% | 24 |
|
|
2020
Q2 | $1.53M | Sell |
8,312
-5
| -0.1% | -$922 | 1.25% | 25 |
|
|
2020
Q1 | $1.38M | Buy |
8,317
+108
| +1% | +$17.9K | 1.31% | 25 |
|
|
2019
Q4 | $1.62M | Buy |
+8,209
| New | +$1.62M | 1.32% | 22 |
|