Kelleher Financial 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 | $930K | Sell |
3,182
-30
| -0.9% | -$8.77K | 0.32% | 45 |
|
|
2025
Q1 | $1M | Sell |
3,212
-31
| -1% | -$9.68K | 0.4% | 40 |
|
|
2024
Q4 | $940K | Buy |
3,243
+47
| +1% | +$13.6K | 0.35% | 37 |
|
|
2024
Q3 | $973K | Sell |
3,196
-47
| -1% | -$14.3K | 0.37% | 37 |
|
|
2024
Q2 | $826K | Buy |
3,243
+85
| +3% | +$21.7K | 0.34% | 41 |
|
|
2024
Q1 | $890K | Buy |
3,158
+1,100
| +53% | +$310K | 0.37% | 38 |
|
|
2023
Q4 | $610K | Sell |
2,058
-500
| -20% | -$148K | 0.29% | 53 |
|
|
2023
Q3 | $674K | Sell |
2,558
-200
| -7% | -$52.7K | 0.35% | 41 |
|
|
2023
Q2 | $823K | Hold |
2,758
| – | – | 0.47% | 36 |
|
|
2023
Q1 | $771K | Hold |
2,758
| – | – | 0.51% | 36 |
|
|
2022
Q4 | $727K | Hold |
2,758
| – | – | 0.55% | 33 |
|
|
2022
Q3 | $636K | Sell |
2,758
-100
| -3% | -$23.1K | 0.46% | 48 |
|
|
2022
Q2 | $705K | Hold |
2,858
| – | – | 0.32% | 59 |
|
|
2022
Q1 | $706K | Hold |
2,858
| – | – | 0.39% | 50 |
|
|
2021
Q4 | $766K | Hold |
2,858
| – | – | 0.41% | 51 |
|
|
2021
Q3 | $689K | Buy |
2,858
+159
| +6% | +$38.3K | 0.3% | 79 |
|
|
2021
Q2 | $623K | Buy |
2,699
+14
| +0.5% | +$3.23K | 0.35% | 60 |
|
|
2021
Q1 | $601K | Hold |
2,685
| – | – | 0.39% | 56 |
|
|
2020
Q4 | $576K | Sell |
2,685
-200
| -7% | -$42.9K | 0.43% | 53 |
|
|
2020
Q3 | $633K | Hold |
2,885
| – | – | 0.52% | 43 |
|
|
2020
Q2 | $531K | Buy |
2,885
+200
| +7% | +$36.8K | 0.51% | 41 |
|
|
2020
Q1 | $443K | Sell |
2,685
-26
| -1% | -$4.29K | 0.53% | 39 |
|
|
2019
Q4 | $535K | Sell |
2,711
-100
| -4% | -$19.7K | 0.54% | 45 |
|
|
2019
Q3 | $603K | Buy |
2,811
+100
| +4% | +$21.5K | 0.74% | 30 |
|
|
2019
Q2 | $562K | Buy |
+2,711
| New | +$562K | 0.69% | 35 |
|
|
2018
Q4 | $482K | Hold |
2,719
| – | – | 0.77% | 35 |
|
|
2018
Q3 | $454K | Buy |
2,719
+200
| +8% | +$33.4K | 0.59% | 44 |
|
|
2018
Q2 | $394K | Hold |
2,519
| – | – | 0.56% | 45 |
|
|
2018
Q1 | $393K | Sell |
2,519
-300
| -11% | -$46.8K | 0.54% | 47 |
|
|
2017
Q4 | $485K | Buy |
2,819
+1,101
| +64% | +$189K | 0.77% | 40 |
|
|
2017
Q3 | $269K | Hold |
1,718
| – | – | 0.57% | 57 |
|
|
2017
Q2 | $263K | Hold |
1,718
| – | – | 0.51% | 64 |
|
|
2017
Q1 | $222K | Sell |
1,718
-700
| -29% | -$90.5K | 0.47% | 74 |
|
|
2016
Q4 | $294K | Hold |
2,418
| – | – | 0.16% | 104 |
|
|
2016
Q3 | $278K | Hold |
2,418
| – | – | 0.16% | 106 |
|
|
2016
Q2 | $290K | Sell |
2,418
-500
| -17% | -$60K | 0.18% | 100 |
|
|
2016
Q1 | $366K | Buy |
2,918
+500
| +21% | +$62.7K | 0.2% | 99 |
|
|
2015
Q4 | $285K | Sell |
2,418
-125
| -5% | -$14.7K | 0.19% | 87 |
|
|
2015
Q3 | $250K | Buy |
+2,543
| New | +$250K | 0.17% | 96 |
|
|
2015
Q2 | – | Sell |
-2,060
| Closed | -$200K | – | 125 |
|
|
2015
Q1 | $200K | Buy |
+2,060
| New | +$200K | 0.11% | 111 |
|