Kestra Advisory Services’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 | $41.6M | Buy |
142,276
+6,002
| +4% | +$1.75M | 0.2% | 90 |
|
|
2025
Q1 | $42.6M | Sell |
136,274
-10,320
| -7% | -$3.22M | 0.21% | 72 |
|
|
2024
Q4 | $42.5M | Buy |
146,594
+2,816
| +2% | +$816K | 0.23% | 81 |
|
|
2024
Q3 | $43.8M | Sell |
143,778
-4,239
| -3% | -$1.29M | 0.24% | 79 |
|
|
2024
Q2 | $35.7M | Buy |
148,017
+18,196
| +14% | +$4.39M | 0.2% | 92 |
|
|
2024
Q1 | $36.6M | Buy |
129,821
+13,623
| +12% | +$3.84M | 0.25% | 76 |
|
|
2023
Q4 | $34.5M | Buy |
116,198
+800
| +0.7% | +$237K | 0.28% | 63 |
|
|
2023
Q3 | $30.4M | Buy |
115,398
+6,682
| +6% | +$1.76M | 0.3% | 61 |
|
|
2023
Q2 | $32.4M | Buy |
108,716
+9,398
| +9% | +$2.8M | 0.32% | 53 |
|
|
2023
Q1 | $27.8M | Sell |
99,318
-18,983
| -16% | -$5.31M | 0.3% | 62 |
|
|
2022
Q4 | $31.2M | Buy |
118,301
+14,283
| +14% | +$3.76M | 0.28% | 74 |
|
|
2022
Q3 | $24M | Buy |
104,018
+1,676
| +2% | +$387K | 0.26% | 88 |
|
|
2022
Q2 | $25.3M | Buy |
102,342
+14,517
| +17% | +$3.58M | 0.26% | 81 |
|
|
2022
Q1 | $21.7M | Buy |
87,825
+938
| +1% | +$232K | 0.23% | 89 |
|
|
2021
Q4 | $23.3M | Sell |
86,887
-28,844
| -25% | -$7.73M | 0.24% | 89 |
|
|
2021
Q3 | $27.9M | Buy |
115,731
+31,428
| +37% | +$7.58M | 0.28% | 78 |
|
|
2021
Q2 | $19.5M | Buy |
84,303
+1,415
| +2% | +$327K | 0.22% | 105 |
|
|
2021
Q1 | $18.6M | Sell |
82,888
-34,778
| -30% | -$7.8M | 0.24% | 97 |
|
|
2020
Q4 | $24.9M | Buy |
117,666
+51,906
| +79% | +$11M | 0.29% | 71 |
|
|
2020
Q3 | $14.4M | Buy |
+65,760
| New | +$14.4M | 0.27% | 85 |
|