Journey 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 | $4.06M | Buy |
13,901
+92
| +0.7% | +$26.9K | 0.32% | 80 |
|
|
2025
Q1 | $4.31M | Buy |
13,809
+1,043
| +8% | +$326K | 0.35% | 72 |
|
|
2024
Q4 | $3.25M | Hold |
12,766
| – | – | 0.39% | 66 |
|
|
2024
Q3 | $3.25M | Sell |
12,766
-30
| -0.2% | -$7.65K | 0.39% | 66 |
|
|
2024
Q2 | $3.26M | Buy |
12,796
+420
| +3% | +$107K | 0.39% | 66 |
|
|
2024
Q1 | $3.49M | Buy |
12,376
+559
| +5% | +$158K | 0.43% | 62 |
|
|
2023
Q4 | $3.5M | Buy |
11,817
+100
| +0.9% | +$29.7K | 0.48% | 62 |
|
|
2023
Q3 | $3.09M | Buy |
11,717
+249
| +2% | +$65.6K | 0.46% | 65 |
|
|
2023
Q2 | $3.42M | Buy |
11,468
+1,165
| +11% | +$348K | 0.51% | 61 |
|
|
2023
Q1 | $2.88M | Buy |
10,303
+2,715
| +36% | +$759K | 0.45% | 65 |
|
|
2022
Q4 | $2M | Sell |
7,588
-530
| -7% | -$140K | 0.5% | 57 |
|
|
2022
Q3 | $1.87M | Buy |
8,118
+111
| +1% | +$25.6K | 0.48% | 57 |
|
|
2022
Q2 | $2.12M | Buy |
8,007
+2,375
| +42% | +$628K | 0.49% | 55 |
|
|
2022
Q1 | $1.39M | Buy |
5,632
+742
| +15% | +$184K | 0.35% | 67 |
|
|
2021
Q4 | $1.31M | Buy |
4,890
+328
| +7% | +$87.9K | 0.36% | 65 |
|
|
2021
Q3 | $1.1M | Buy |
4,562
+1,289
| +39% | +$311K | 0.36% | 66 |
|
|
2021
Q2 | $756K | Buy |
3,273
+775
| +31% | +$179K | 0.24% | 94 |
|
|
2021
Q1 | $560K | Buy |
2,498
+176
| +8% | +$39.5K | 0.2% | 102 |
|
|
2020
Q4 | $498K | Buy |
+2,322
| New | +$498K | 0.19% | 102 |
|