J.W. Cole 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 | $11.2M | Buy |
38,184
+9,241
| +32% | +$2.7M | 0.24% | 79 |
|
|
2025
Q1 | $9.04M | Buy |
28,943
+3,333
| +13% | +$1.04M | 0.28% | 65 |
|
|
2024
Q4 | $7.42M | Buy |
25,610
+160
| +0.6% | +$46.4K | 0.3% | 65 |
|
|
2024
Q3 | $7.75M | Buy |
25,450
+1,853
| +8% | +$564K | 0.32% | 58 |
|
|
2024
Q2 | $6.01M | Buy |
23,597
+3,534
| +18% | +$901K | 0.28% | 69 |
|
|
2024
Q1 | $5.65M | Buy |
20,063
+1,319
| +7% | +$372K | 0.29% | 76 |
|
|
2023
Q4 | $5.56M | Buy |
18,744
+2,203
| +13% | +$653K | 0.33% | 70 |
|
|
2023
Q3 | $4.36M | Sell |
16,541
-128
| -0.8% | -$33.7K | 0.32% | 73 |
|
|
2023
Q2 | $4.97M | Sell |
16,669
-874
| -5% | -$261K | 0.35% | 59 |
|
|
2023
Q1 | $4.91M | Buy |
17,543
+672
| +4% | +$188K | 0.35% | 63 |
|
|
2022
Q4 | $4.45M | Sell |
16,871
-345
| -2% | -$90.9K | 0.34% | 72 |
|
|
2022
Q3 | $3.97M | Sell |
17,216
-25
| -0.1% | -$5.77K | 0.33% | 68 |
|
|
2022
Q2 | $4.26M | Buy |
17,241
+291
| +2% | +$71.8K | 0.34% | 63 |
|
|
2022
Q1 | $4.19M | Sell |
16,950
-172
| -1% | -$42.5K | 0.28% | 80 |
|
|
2021
Q4 | $4.59M | Sell |
17,122
-66
| -0.4% | -$17.7K | 0.3% | 76 |
|
|
2021
Q3 | $4.14M | Buy |
17,188
+2,630
| +18% | +$634K | 0.3% | 59 |
|
|
2021
Q2 | $3.36M | Sell |
14,558
-527
| -3% | -$122K | 0.26% | 92 |
|
|
2021
Q1 | $3.38M | Sell |
15,085
-1,584
| -10% | -$355K | 0.33% | 73 |
|
|
2020
Q4 | $3.58M | Sell |
16,669
-11,579
| -41% | -$2.48M | 0.37% | 60 |
|
|
2020
Q3 | $6.2M | Buy |
28,248
+11,781
| +72% | +$2.59M | 0.48% | 38 |
|
|
2020
Q2 | $3.04M | Buy |
+16,467
| New | +$3.04M | 0.46% | 59 |
|
|
2020
Q1 | – | Sell |
-12,519
| Closed | -$2.47M | – | 345 |
|
|
2019
Q4 | $2.47M | Buy |
+12,519
| New | +$2.47M | 0.31% | 88 |
|