Larson Financial Group’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 | $1.72M | Buy |
5,900
+507
| +9% | +$148K | 0.07% | 233 |
|
|
2025
Q1 | $1.68M | Buy |
5,393
+792
| +17% | +$247K | 0.08% | 211 |
|
|
2024
Q4 | $1.33M | Sell |
4,601
-1,857
| -29% | -$538K | 0.07% | 211 |
|
|
2024
Q3 | $1.97M | Sell |
6,458
-13,515
| -68% | -$4.12M | 0.11% | 164 |
|
|
2024
Q2 | $5.09M | Buy |
19,973
+12,987
| +186% | +$3.31M | 0.35% | 56 |
|
|
2024
Q1 | $1.97M | Sell |
6,986
-405
| -5% | -$114K | 0.15% | 122 |
|
|
2023
Q4 | $2.19M | Buy |
7,391
+224
| +3% | +$66.4K | 0.19% | 92 |
|
|
2023
Q3 | $1.89M | Buy |
7,167
+1,060
| +17% | +$279K | 0.19% | 100 |
|
|
2023
Q2 | $1.82M | Buy |
6,107
+5,489
| +888% | +$1.64M | 0.18% | 103 |
|
|
2023
Q1 | $173K | Buy |
618
+1
| +0.2% | +$280 | 0.02% | 335 |
|
|
2022
Q4 | $163K | Buy |
617
+13
| +2% | +$3.42K | 0.02% | 330 |
|
|
2022
Q3 | $139K | Sell |
604
-1,376
| -69% | -$317K | 0.02% | 314 |
|
|
2022
Q2 | $489K | Sell |
1,980
-119
| -6% | -$29.4K | 0.08% | 106 |
|
|
2022
Q1 | $519K | Sell |
2,099
-36
| -2% | -$8.9K | 0.08% | 104 |
|
|
2021
Q4 | $572K | Buy |
2,135
+1,675
| +364% | +$449K | 0.09% | 100 |
|
|
2021
Q3 | $111K | Buy |
460
+101
| +28% | +$24.4K | 0.02% | 199 |
|
|
2021
Q2 | $83K | Buy |
359
+21
| +6% | +$4.86K | 0.02% | 206 |
|
|
2021
Q1 | $76K | Buy |
338
+1
| +0.3% | +$225 | 0.02% | 199 |
|
|
2020
Q4 | $72K | Sell |
337
-62
| -16% | -$13.2K | 0.02% | 169 |
|
|
2020
Q3 | $88K | Buy |
399
+2
| +0.5% | +$441 | 0.04% | 138 |
|
|
2020
Q2 | $73K | Sell |
397
-114
| -22% | -$21K | 0.03% | 158 |
|
|
2020
Q1 | $85K | Buy |
511
+6
| +1% | +$998 | 0.05% | 117 |
|
|
2019
Q4 | $100K | Sell |
505
-30
| -6% | -$5.94K | 0.06% | 108 |
|
|
2019
Q3 | $115K | Buy |
535
+49
| +10% | +$10.5K | 0.08% | 100 |
|
|
2019
Q2 | $101K | Buy |
486
+2
| +0.4% | +$416 | 0.08% | 86 |
|
|
2019
Q1 | $92K | Buy |
484
+3
| +0.6% | +$570 | 0.07% | 87 |
|
|
2018
Q4 | $85K | Buy |
+481
| New | +$85K | 0.08% | 84 |
|