IFP 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 | $6.57M | Buy |
21,849
+286
| +1% | +$86K | 0.19% | 114 |
|
|
2025
Q1 | $6.74M | Sell |
21,563
-7,360
| -25% | -$2.3M | 0.21% | 100 |
|
|
2024
Q4 | $8.39M | Buy |
28,923
+6,078
| +27% | +$1.76M | 0.27% | 69 |
|
|
2024
Q3 | $6.96M | Buy |
22,845
+8,483
| +59% | +$2.58M | 0.25% | 83 |
|
|
2024
Q2 | $3.66M | Buy |
14,362
+1,577
| +12% | +$402K | 0.15% | 144 |
|
|
2024
Q1 | $3.6M | Buy |
12,785
+429
| +3% | +$121K | 0.16% | 141 |
|
|
2023
Q4 | $3.66M | Sell |
12,356
-2,239
| -15% | -$664K | 0.17% | 117 |
|
|
2023
Q3 | $3.84M | Sell |
14,595
-2,975
| -17% | -$784K | 0.17% | 115 |
|
|
2023
Q2 | $5.24M | Buy |
17,570
+386
| +2% | +$115K | 0.22% | 93 |
|
|
2023
Q1 | $1.74M | Sell |
17,184
-9,881
| -37% | -$1M | 0.08% | 261 |
|
|
2022
Q4 | $2.8M | Sell |
27,065
-1,282
| -5% | -$133K | 0.07% | 281 |
|
|
2022
Q3 | $2.96M | Buy |
28,347
+1,369
| +5% | +$143K | 0.08% | 282 |
|
|
2022
Q2 | $2.8M | Hold |
26,978
| – | – | 0.09% | 261 |
|
|
2022
Q1 | $2.8M | Buy |
26,978
+12,507
| +86% | +$1.3M | 0.09% | 261 |
|
|
2021
Q4 | $3.89M | Buy |
14,471
+424
| +3% | +$114K | 0.08% | 155 |
|
|
2021
Q3 | $3.39M | Sell |
14,047
-2,745
| -16% | -$663K | 0.07% | 167 |
|
|
2021
Q2 | $3.87M | Sell |
16,792
-811
| -5% | -$187K | 0.08% | 146 |
|
|
2021
Q1 | $3.95M | Sell |
17,603
-815
| -4% | -$183K | 0.08% | 124 |
|
|
2020
Q4 | $3.96M | Buy |
18,418
+3,663
| +25% | +$787K | 0.16% | 101 |
|
|
2020
Q3 | $3.24M | Buy |
14,755
+558
| +4% | +$122K | 0.19% | 102 |
|
|
2020
Q2 | $2.59M | Buy |
14,197
+650
| +5% | +$119K | 0.21% | 103 |
|
|
2020
Q1 | $2.27M | Buy |
13,547
+1,156
| +9% | +$194K | 0.23% | 101 |
|
|
2019
Q4 | $2.46M | Sell |
12,391
-5,246
| -30% | -$1.04M | 0.19% | 129 |
|
|
2019
Q3 | $3.76M | Buy |
+17,637
| New | +$3.76M | 0.25% | 91 |
|
|
2019
Q1 | $1.74M | Sell |
9,175
-23,121
| -72% | -$4.39M | 0.24% | 94 |
|
|
2018
Q4 | $5.67M | Sell |
32,296
-10,939
| -25% | -$1.92M | 0.35% | 60 |
|
|
2018
Q3 | $7.23M | Sell |
43,235
-3,383
| -7% | -$566K | 0.29% | 70 |
|
|
2018
Q2 | $7.31M | Sell |
46,618
-2,785
| -6% | -$436K | 0.31% | 70 |
|
|
2018
Q1 | $8.5M | Hold |
49,403
| – | – | 0.39% | 52 |
|
|
2017
Q4 | $8.5M | Sell |
49,403
-14,405
| -23% | -$2.48M | 0.39% | 51 |
|
|
2017
Q3 | $10M | Sell |
63,808
-5,340
| -8% | -$837K | 0.4% | 47 |
|
|
2017
Q2 | $10.6M | Sell |
69,148
-5,627
| -8% | -$862K | 0.45% | 42 |
|
|
2017
Q1 | $9.69M | Buy |
74,775
+3,621
| +5% | +$469K | 0.42% | 44 |
|
|
2016
Q4 | $8.66M | Buy |
71,154
+3,134
| +5% | +$381K | 0.42% | 44 |
|
|
2016
Q3 | $7.85M | Buy |
68,020
+446
| +0.7% | +$51.5K | 0.41% | 47 |
|
|
2016
Q2 | $8.13M | Buy |
67,574
+58,399
| +637% | +$7.03M | 0.45% | 41 |
|
|
2016
Q1 | $1.74M | Sell |
9,175
-56,356
| -86% | -$10.7M | 0.24% | 94 |
|
|
2015
Q4 | $7.74M | Buy |
+65,531
| New | +$7.74M | 0.52% | 36 |
|