J.W. Coons 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 | $3.56M | Buy |
12,169
+723
| +6% | +$211K | 0.8% | 33 |
|
|
2025
Q1 | $3.58M | Buy |
11,446
+401
| +4% | +$125K | 0.94% | 29 |
|
|
2024
Q4 | $3.2M | Sell |
11,045
-75
| -0.7% | -$21.7K | 0.82% | 33 |
|
|
2024
Q3 | $3.39M | Sell |
11,120
-108
| -1% | -$32.9K | 0.85% | 32 |
|
|
2024
Q2 | $2.86M | Buy |
11,228
+100
| +0.9% | +$25.5K | 0.69% | 36 |
|
|
2024
Q1 | $3.14M | Buy |
11,128
+1
| +0% | +$282 | 0.71% | 32 |
|
|
2023
Q4 | $3.3M | Sell |
11,127
-10
| -0.1% | -$2.97K | 0.89% | 25 |
|
|
2023
Q3 | $2.93M | Sell |
11,137
-700
| -6% | -$184K | 0.85% | 29 |
|
|
2023
Q2 | $3.53M | Hold |
11,837
| – | – | 0.96% | 24 |
|
|
2023
Q1 | $3.31M | Sell |
11,837
-70
| -0.6% | -$19.6K | 0.95% | 28 |
|
|
2022
Q4 | $3.14M | Buy |
11,907
+2,270
| +24% | +$598K | 0.94% | 27 |
|
|
2022
Q3 | $2.22M | Buy |
9,637
+1,017
| +12% | +$235K | 0.84% | 35 |
|
|
2022
Q2 | $2.13M | Sell |
8,620
-205
| -2% | -$50.5K | 0.75% | 39 |
|
|
2022
Q1 | $2.19M | Buy |
8,825
+1,356
| +18% | +$336K | 0.65% | 44 |
|
|
2021
Q4 | $2.01M | Sell |
7,469
-659
| -8% | -$177K | 0.61% | 46 |
|
|
2021
Q3 | $1.96M | Sell |
8,128
-215
| -3% | -$51.8K | 0.67% | 44 |
|
|
2021
Q2 | $1.92M | Sell |
8,343
-509
| -6% | -$117K | 0.68% | 45 |
|
|
2021
Q1 | $1.98M | Sell |
8,852
-1,298
| -13% | -$290K | 0.71% | 41 |
|
|
2020
Q4 | $2.17M | Sell |
10,150
-1,059
| -9% | -$227K | 0.83% | 32 |
|
|
2020
Q3 | $2.46M | Buy |
11,209
+387
| +4% | +$85K | 1.02% | 26 |
|
|
2020
Q2 | $1.99M | Buy |
10,822
+1,838
| +20% | +$339K | 0.89% | 32 |
|
|
2020
Q1 | $1.49M | Buy |
+8,984
| New | +$1.49M | 0.78% | 40 |
|