Institute for Wealth Management’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 | $941K | Sell |
3,222
-46
| -1% | -$13.4K | 0.11% | 203 |
|
|
2025
Q1 | $1.02M | Sell |
3,268
-19
| -0.6% | -$5.94K | 0.13% | 179 |
|
|
2024
Q4 | $953K | Buy |
3,287
+21
| +0.6% | +$6.09K | 0.12% | 180 |
|
|
2024
Q3 | $995K | Sell |
3,266
-186
| -5% | -$56.6K | 0.13% | 177 |
|
|
2024
Q2 | $880K | Sell |
3,452
-187
| -5% | -$47.7K | 0.12% | 183 |
|
|
2024
Q1 | $1.03M | Sell |
3,639
-47
| -1% | -$13.3K | 0.13% | 165 |
|
|
2023
Q4 | $1.09M | Sell |
3,686
-88
| -2% | -$26.1K | 0.18% | 137 |
|
|
2023
Q3 | $994K | Sell |
3,774
-49
| -1% | -$12.9K | 0.18% | 135 |
|
|
2023
Q2 | $1.14M | Buy |
3,823
+13
| +0.3% | +$3.88K | 0.19% | 122 |
|
|
2023
Q1 | $1.07M | Sell |
3,810
-43
| -1% | -$12K | 0.2% | 122 |
|
|
2022
Q4 | $1.02M | Sell |
3,853
-80
| -2% | -$21.1K | 0.21% | 127 |
|
|
2022
Q3 | $908K | Sell |
3,933
-12
| -0.3% | -$2.77K | 0.2% | 133 |
|
|
2022
Q2 | $974K | Buy |
3,945
+192
| +5% | +$47.4K | 0.19% | 135 |
|
|
2022
Q1 | $928K | Sell |
3,753
-140
| -4% | -$34.6K | 0.15% | 171 |
|
|
2021
Q4 | $1.04M | Sell |
3,893
-133
| -3% | -$35.7K | 0.17% | 150 |
|
|
2021
Q3 | $971K | Sell |
4,026
-311
| -7% | -$75K | 0.17% | 153 |
|
|
2021
Q2 | $1M | Buy |
4,337
+27
| +0.6% | +$6.24K | 0.18% | 149 |
|
|
2021
Q1 | $966K | Sell |
4,310
-29
| -0.7% | -$6.5K | 0.18% | 147 |
|
|
2020
Q4 | $931K | Buy |
4,339
+337
| +8% | +$72.3K | 0.19% | 140 |
|
|
2020
Q3 | $878K | Buy |
4,002
+113
| +3% | +$24.8K | 0.2% | 127 |
|
|
2020
Q2 | $717K | Buy |
3,889
+1,309
| +51% | +$241K | 0.18% | 154 |
|
|
2020
Q1 | $427K | Buy |
2,580
+31
| +1% | +$5.13K | 0.13% | 207 |
|
|
2019
Q4 | $504K | Buy |
2,549
+2
| +0.1% | +$395 | 0.11% | 250 |
|
|
2019
Q3 | $547K | Sell |
2,547
-4,943
| -66% | -$1.06M | 0.14% | 217 |
|
|
2019
Q2 | $1.56M | Buy |
7,490
+39
| +0.5% | +$8.1K | 0.34% | 67 |
|
|
2019
Q1 | $1.42M | Buy |
+7,451
| New | +$1.42M | 0.31% | 79 |
|
|
2017
Q3 | – | Sell |
-7,830
| Closed | -$1.2M | – | 332 |
|
|
2017
Q2 | $1.2M | Buy |
+7,830
| New | +$1.2M | 0.33% | 88 |
|