Investment Research & Advisory Group’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 | $175K | Buy |
599
+455
| +316% | +$133K | 0.07% | 72 |
|
|
2025
Q1 | $44.9K | Buy |
144
+105
| +269% | +$32.7K | 0.02% | 114 |
|
|
2024
Q4 | $11.2K | Buy |
39
+1
| +3% | +$287 | ﹤0.01% | 154 |
|
|
2024
Q3 | $11.7K | Hold |
38
| – | – | ﹤0.01% | 150 |
|
|
2024
Q2 | $9.77K | Buy |
38
+13
| +52% | +$3.34K | ﹤0.01% | 151 |
|
|
2024
Q1 | $6.91K | Buy |
25
+1
| +4% | +$276 | ﹤0.01% | 161 |
|
|
2023
Q4 | $7.23K | Hold |
24
| – | – | ﹤0.01% | 156 |
|
|
2023
Q3 | $6.38K | Hold |
24
| – | – | ﹤0.01% | 161 |
|
|
2023
Q2 | $11 | Buy |
24
+1
| +4% | – | ﹤0.01% | 222 |
|
|
2023
Q1 | $6.7K | Hold |
23
| – | – | ﹤0.01% | 154 |
|
|
2022
Q4 | $6.28K | Hold |
23
| – | – | ﹤0.01% | 150 |
|
|
2022
Q3 | $5K | Sell |
23
-1
| -4% | -$217 | ﹤0.01% | 158 |
|
|
2022
Q2 | $6K | Sell |
24
-8,145
| -100% | -$2.04M | ﹤0.01% | 157 |
|
|
2022
Q1 | $2.02M | Sell |
8,169
-281
| -3% | -$69.5K | 1.27% | 23 |
|
|
2021
Q4 | $2.27M | Sell |
8,450
-74
| -0.9% | -$19.8K | 1.37% | 22 |
|
|
2021
Q3 | $2.06M | Buy |
8,524
+148
| +2% | +$35.8K | 1.35% | 23 |
|
|
2021
Q2 | $1.94M | Buy |
8,376
+10
| +0.1% | +$2.31K | 1.28% | 24 |
|
|
2021
Q1 | $1.88M | Buy |
8,366
+48
| +0.6% | +$10.8K | 1.38% | 23 |
|
|
2020
Q4 | $1.79M | Buy |
8,318
+416
| +5% | +$89.3K | 1.32% | 24 |
|
|
2020
Q3 | $1.73M | Sell |
7,902
-255
| -3% | -$56K | 1.44% | 23 |
|
|
2020
Q2 | $1.49M | Buy |
8,157
+5,785
| +244% | +$1.06M | 1.34% | 26 |
|
|
2020
Q1 | $392K | Buy |
2,372
+2,117
| +830% | +$350K | 0.36% | 36 |
|
|
2019
Q4 | $50K | Buy |
+255
| New | +$50K | 0.05% | 101 |
|