Key Financial Inc’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 | $2.34M | Sell |
8,017
-12
| -0.1% | -$3.51K | 0.47% | 46 |
|
|
2025
Q1 | $2.51M | Hold |
8,029
| – | – | 0.55% | 39 |
|
|
2024
Q4 | $2.33M | Hold |
8,029
| – | – | 0.53% | 41 |
|
|
2024
Q3 | $2.44M | Buy |
8,029
+9
| +0.1% | +$2.74K | 0.54% | 41 |
|
|
2024
Q2 | $2.04M | Buy |
8,020
+12
| +0.1% | +$3.06K | 0.49% | 42 |
|
|
2024
Q1 | $2.26M | Hold |
8,008
| – | – | 0.58% | 36 |
|
|
2023
Q4 | $2.37M | Hold |
8,008
| – | – | 0.65% | 33 |
|
|
2023
Q3 | $2.11M | Buy |
8,008
+4
| +0% | +$1.05K | 0.71% | 31 |
|
|
2023
Q2 | $2.39M | Buy |
8,004
+94
| +1% | +$28.1K | 0.79% | 27 |
|
|
2023
Q1 | $2.21M | Sell |
7,910
-181
| -2% | -$50.6K | 0.81% | 28 |
|
|
2022
Q4 | $1.87M | Hold |
8,091
| – | – | 0.88% | 24 |
|
|
2022
Q3 | $1.87M | Buy |
8,091
+4,635
| +134% | +$1.07M | 0.88% | 24 |
|
|
2022
Q2 | $874K | Sell |
3,456
-53
| -2% | -$13.4K | 0.47% | 39 |
|
|
2022
Q1 | $868K | Buy |
3,509
+131
| +4% | +$32.4K | 0.43% | 42 |
|
|
2021
Q4 | $906K | Sell |
3,378
-10
| -0.3% | -$2.68K | 0.45% | 40 |
|
|
2021
Q3 | $817K | Sell |
3,388
-30
| -0.9% | -$7.23K | 0.46% | 39 |
|
|
2021
Q2 | $830K | Buy |
3,418
+92
| +3% | +$22.3K | 0.46% | 39 |
|
|
2021
Q1 | $745K | Hold |
3,326
| – | – | 0.49% | 37 |
|
|
2020
Q4 | $714K | Sell |
3,326
-194
| -6% | -$41.6K | 0.53% | 34 |
|
|
2020
Q3 | $773K | Hold |
3,520
| – | – | 0.79% | 30 |
|
|
2020
Q2 | $643K | Buy |
3,520
+25
| +0.7% | +$4.57K | 0.74% | 34 |
|
|
2020
Q1 | $588K | Sell |
3,495
-164
| -4% | -$27.6K | 0.6% | 31 |
|
|
2019
Q4 | $723K | Buy |
+3,659
| New | +$723K | 0.68% | 36 |
|