Investment Advisory Services’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 | $5.29M | Buy |
18,096
+685
| +4% | +$200K | 1.76% | 12 |
|
|
2025
Q1 | $5.44M | Sell |
17,411
-191
| -1% | -$59.7K | 1.97% | 10 |
|
|
2024
Q4 | $5.1M | Sell |
17,602
-537
| -3% | -$156K | 1.8% | 11 |
|
|
2024
Q3 | $5.52M | Sell |
18,139
-381
| -2% | -$116K | 1.95% | 11 |
|
|
2024
Q2 | $4.72M | Sell |
18,520
-744
| -4% | -$190K | 1.73% | 11 |
|
|
2024
Q1 | $5.43M | Sell |
19,264
-483
| -2% | -$136K | 1.99% | 11 |
|
|
2023
Q4 | $5.86M | Sell |
19,747
-114
| -0.6% | -$33.8K | 2.31% | 9 |
|
|
2023
Q3 | $5.23M | Buy |
19,861
+32
| +0.2% | +$8.43K | 2.25% | 10 |
|
|
2023
Q2 | $5.92M | Buy |
19,829
+292
| +1% | +$87.1K | 2.5% | 10 |
|
|
2023
Q1 | $5.46M | Buy |
19,537
+105
| +0.5% | +$29.4K | 2.69% | 8 |
|
|
2022
Q4 | $5.14M | Buy |
19,432
+296
| +2% | +$78.2K | 2.64% | 11 |
|
|
2022
Q3 | $4.42M | Buy |
19,136
+91
| +0.5% | +$21K | 2.64% | 10 |
|
|
2022
Q2 | $4.7M | Sell |
19,045
-459
| -2% | -$113K | 2.72% | 9 |
|
|
2022
Q1 | $4.82M | Buy |
19,504
+41
| +0.2% | +$10.1K | 2.69% | 7 |
|
|
2021
Q4 | $5.22M | Buy |
19,463
+548
| +3% | +$147K | 2.85% | 7 |
|
|
2021
Q3 | $4.56M | Buy |
18,915
+14
| +0.1% | +$3.38K | 2.79% | 6 |
|
|
2021
Q2 | $4.37M | Buy |
+18,901
| New | +$4.37M | 2.7% | 6 |
|
|
2020
Q4 | $4.09M | Buy |
19,074
+174
| +0.9% | +$37.3K | 2.86% | 6 |
|
|
2020
Q3 | $4.15M | Buy |
18,900
+98
| +0.5% | +$21.5K | 3.28% | 6 |
|
|
2020
Q2 | $3.47M | Buy |
18,802
+162
| +0.9% | +$29.9K | 2.96% | 7 |
|
|
2020
Q1 | $3.08M | Buy |
18,640
+142
| +0.8% | +$23.5K | 3.3% | 7 |
|
|
2019
Q4 | $3.68M | Buy |
+18,498
| New | +$3.68M | 3.31% | 6 |
|