Lake Street Advisors Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.83M | Buy |
13,203
+4,445
| +51% | +$1.29M | 0.18% | 80 |
|
|
2024
Q3 | $2.67M | Sell |
8,758
-4,211
| -32% | -$1.28M | 0.12% | 90 |
|
|
2024
Q2 | $3.3M | Sell |
12,969
-217
| -2% | -$55.3K | 0.16% | 86 |
|
|
2024
Q1 | $3.72M | Sell |
13,186
-93
| -0.7% | -$26.2K | 0.17% | 82 |
|
|
2023
Q4 | $3.94M | Buy |
13,279
+68
| +0.5% | +$20.2K | 0.2% | 75 |
|
|
2023
Q3 | $3.48M | Sell |
13,211
-84
| -0.6% | -$22.1K | 0.21% | 81 |
|
|
2023
Q2 | $3.97M | Buy |
13,295
+180
| +1% | +$53.7K | 0.22% | 70 |
|
|
2023
Q1 | $3.67M | Buy |
13,115
+1,669
| +15% | +$467K | 0.23% | 70 |
|
|
2022
Q4 | $3.02M | Sell |
11,446
-92
| -0.8% | -$24.2K | 0.2% | 82 |
|
|
2022
Q3 | $2.66M | Buy |
+11,538
| New | +$2.66M | 0.19% | 82 |
|
|
2021
Q3 | – | Sell |
-4,257
| Closed | -$1.01M | – | 345 |
|
|
2021
Q2 | $1.01M | Sell |
4,257
-57
| -1% | -$13.5K | 0.07% | 109 |
|
|
2021
Q1 | $967K | Buy |
4,314
+99
| +2% | +$22.2K | 0.08% | 105 |
|
|
2020
Q4 | $904K | Buy |
4,215
+61
| +1% | +$13.1K | 0.07% | 110 |
|
|
2020
Q3 | $912K | Buy |
4,154
+151
| +4% | +$33.2K | 0.09% | 100 |
|
|
2020
Q2 | $738K | Sell |
4,003
-499
| -11% | -$92K | 0.07% | 103 |
|
|
2020
Q1 | $744K | Buy |
4,502
+1,061
| +31% | +$175K | 0.09% | 87 |
|
|
2019
Q4 | $680K | Buy |
3,441
+41
| +1% | +$8.1K | 0.07% | 95 |
|
|
2019
Q3 | $652K | Buy |
3,400
+93
| +3% | +$17.8K | 0.07% | 81 |
|
|
2019
Q2 | $687K | Buy |
3,307
+356
| +12% | +$74K | 0.07% | 79 |
|
|
2019
Q1 | $560K | Buy |
2,951
+312
| +12% | +$59.2K | 0.06% | 99 |
|
|
2018
Q4 | $469K | Buy |
2,639
+115
| +5% | +$20.4K | 0.06% | 99 |
|
|
2018
Q3 | $422K | Sell |
2,524
-2,061
| -45% | -$345K | 0.05% | 109 |
|
|
2018
Q2 | $718K | Buy |
4,585
+30
| +0.7% | +$4.7K | 0.07% | 115 |
|
|
2018
Q1 | $712K | Buy |
4,555
+9
| +0.2% | +$1.41K | 0.08% | 94 |
|
|
2017
Q4 | $782K | Buy |
+4,546
| New | +$782K | 0.09% | 91 |
|