IFG 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 | $1.77M | Buy |
6,043
+98
| +2% | +$28.6K | 0.09% | 241 |
|
2025
Q1 | $1.86M | Buy |
5,945
+442
| +8% | +$138K | 0.1% | 224 |
|
2024
Q4 | $1.6M | Sell |
5,503
-7,760
| -59% | -$2.25M | 0.09% | 236 |
|
2024
Q3 | $4.04M | Buy |
13,263
+593
| +5% | +$181K | 0.26% | 116 |
|
2024
Q2 | $3.23M | Sell |
12,670
-832
| -6% | -$212K | 0.21% | 123 |
|
2024
Q1 | $3.81M | Sell |
13,502
-1,497
| -10% | -$422K | 0.28% | 108 |
|
2023
Q4 | $4.45M | Sell |
14,999
-669
| -4% | -$198K | 0.33% | 82 |
|
2023
Q3 | $4.13M | Buy |
15,668
+682
| +5% | +$180K | 0.35% | 69 |
|
2023
Q2 | $4.47M | Buy |
14,986
+2,884
| +24% | +$861K | 0.4% | 68 |
|
2023
Q1 | $3.38M | Buy |
12,102
+297
| +3% | +$83K | 0.32% | 75 |
|
2022
Q4 | $3.11M | Sell |
11,805
-582
| -5% | -$153K | 0.31% | 76 |
|
2022
Q3 | $2.86M | Buy |
12,387
+1,384
| +13% | +$319K | 0.26% | 85 |
|
2022
Q2 | $2.72M | Buy |
11,003
+577
| +6% | +$142K | 0.29% | 77 |
|
2022
Q1 | $2.58M | Buy |
10,426
+275
| +3% | +$68K | 0.26% | 93 |
|
2021
Q4 | $2.72M | Buy |
10,151
+199
| +2% | +$53.3K | 0.27% | 84 |
|
2021
Q3 | $2.4M | Buy |
9,952
+479
| +5% | +$115K | 0.26% | 89 |
|
2021
Q2 | $2.19M | Sell |
9,473
-33
| -0.3% | -$7.62K | 0.24% | 101 |
|
2021
Q1 | $2.13M | Buy |
9,506
+695
| +8% | +$156K | 0.27% | 92 |
|
2020
Q4 | $1.89M | Buy |
8,811
+264
| +3% | +$56.6K | 0.26% | 93 |
|
2020
Q3 | $1.88M | Buy |
8,547
+335
| +4% | +$73.5K | 0.3% | 75 |
|
2020
Q2 | $1.51M | Buy |
8,212
+1,084
| +15% | +$200K | 0.27% | 89 |
|
2020
Q1 | $1.18M | Buy |
7,128
+777
| +12% | +$128K | 0.26% | 91 |
|
2019
Q4 | $1.26M | Sell |
6,351
-1,236
| -16% | -$244K | 0.23% | 108 |
|
2019
Q3 | $1.63M | Sell |
7,587
-498
| -6% | -$107K | 0.32% | 90 |
|
2019
Q2 | $1.68M | Buy |
8,085
+216
| +3% | +$44.8K | 0.3% | 73 |
|
2019
Q1 | $1.49M | Sell |
7,869
-584
| -7% | -$111K | 0.29% | 76 |
|
2018
Q4 | $1.5M | Sell |
8,453
-2,406
| -22% | -$427K | 0.35% | 68 |
|
2018
Q3 | $1.82M | Buy |
10,859
+827
| +8% | +$138K | 0.34% | 68 |
|
2018
Q2 | $1.57M | Sell |
10,032
-55
| -0.5% | -$8.61K | 0.32% | 71 |
|
2018
Q1 | $1.58M | Buy |
10,087
+8
| +0.1% | +$1.25K | 0.35% | 63 |
|
2017
Q4 | $1.73M | Buy |
+10,079
| New | +$1.73M | 0.39% | 57 |
|