Kestra Private Wealth 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 | $17.5M | Sell |
59,953
-1,893
| -3% | -$553K | 0.25% | 85 |
|
|
2025
Q1 | $19.3M | Buy |
61,846
+4,007
| +7% | +$1.25M | 0.32% | 65 |
|
|
2024
Q4 | $16.8M | Buy |
57,839
+8,156
| +16% | +$2.36M | 0.28% | 73 |
|
|
2024
Q3 | $15.1M | Sell |
49,683
-3,716
| -7% | -$1.13M | 0.28% | 76 |
|
|
2024
Q2 | $13.6M | Buy |
53,399
+905
| +2% | +$231K | 0.27% | 79 |
|
|
2024
Q1 | $14.8M | Buy |
52,494
+687
| +1% | +$194K | 0.33% | 67 |
|
|
2023
Q4 | $15.4M | Buy |
51,807
+284
| +0.6% | +$84.2K | 0.39% | 60 |
|
|
2023
Q3 | $13.6M | Buy |
51,523
+4,621
| +10% | +$1.22M | 0.43% | 50 |
|
|
2023
Q2 | $14M | Buy |
46,902
+3,864
| +9% | +$1.15M | 0.48% | 44 |
|
|
2023
Q1 | $12M | Buy |
43,038
+3,588
| +9% | +$1M | 0.48% | 44 |
|
|
2022
Q4 | $10.4M | Buy |
39,450
+1,230
| +3% | +$324K | 0.53% | 38 |
|
|
2022
Q3 | $8.82M | Buy |
38,220
+1,160
| +3% | +$268K | 0.51% | 40 |
|
|
2022
Q2 | $9.15M | Buy |
37,060
+2,369
| +7% | +$585K | 0.52% | 38 |
|
|
2022
Q1 | $8.58M | Buy |
34,691
+1,139
| +3% | +$282K | 0.43% | 50 |
|
|
2021
Q4 | $8.99M | Buy |
33,552
+570
| +2% | +$153K | 0.43% | 44 |
|
|
2021
Q3 | $7.95M | Sell |
32,982
-165
| -0.5% | -$39.8K | 0.44% | 43 |
|
|
2021
Q2 | $7.66M | Buy |
33,147
+1,205
| +4% | +$278K | 0.47% | 37 |
|
|
2021
Q1 | $7.16M | Sell |
31,942
-267
| -0.8% | -$59.8K | 0.5% | 36 |
|
|
2020
Q4 | $6.81M | Buy |
32,209
+967
| +3% | +$205K | 0.5% | 37 |
|
|
2020
Q3 | $6.86M | Buy |
+31,242
| New | +$6.86M | 0.6% | 32 |
|