LWANC
Laurel Wealth Advisors (North Carolina)’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Buy |
5,737,548
+5,718,087
| +29,382% | +$19.6M | 0.28% | 75 |
|
|
2025
Q1 | $6.08M | Sell |
19,461
-347
| -2% | -$108K | 0.95% | 28 |
|
|
2024
Q4 | $5.74M | Buy |
19,808
+260
| +1% | +$75.4K | 0.9% | 28 |
|
|
2024
Q3 | $5.95M | Buy |
19,548
+295
| +2% | +$89.8K | 0.95% | 29 |
|
|
2024
Q2 | $4.91M | Sell |
19,253
-724
| -4% | -$184K | 0.85% | 30 |
|
|
2024
Q1 | $5.63M | Buy |
19,977
+186
| +0.9% | +$52.4K | 0.96% | 28 |
|
|
2023
Q4 | $5.87M | Buy |
19,791
+395
| +2% | +$117K | 1.11% | 26 |
|
|
2023
Q3 | $5.11M | Sell |
19,396
-882
| -4% | -$232K | 1.08% | 27 |
|
|
2023
Q2 | $6.05M | Sell |
20,278
-548
| -3% | -$164K | 1.21% | 22 |
|
|
2023
Q1 | $5.82M | Buy |
20,826
+1,212
| +6% | +$339K | 1.23% | 24 |
|
|
2022
Q4 | $5.17M | Buy |
19,614
+313
| +2% | +$82.5K | 1.17% | 24 |
|
|
2022
Q3 | $4.45M | Sell |
19,301
-131
| -0.7% | -$30.2K | 1.11% | 25 |
|
|
2022
Q2 | $4.8M | Sell |
19,432
-39
| -0.2% | -$9.63K | 1.16% | 23 |
|
|
2022
Q1 | $4.82M | Sell |
19,471
-110
| -0.6% | -$27.2K | 1.01% | 28 |
|
|
2021
Q4 | $5.25M | Buy |
19,581
+122
| +0.6% | +$32.7K | 1.08% | 26 |
|
|
2021
Q3 | $4.69M | Sell |
19,459
-544
| -3% | -$131K | 1.04% | 28 |
|
|
2021
Q2 | $4.62M | Buy |
20,003
+261
| +1% | +$60.3K | 1% | 28 |
|
|
2021
Q1 | $4.43M | Buy |
19,742
+551
| +3% | +$124K | 1.07% | 26 |
|
|
2020
Q4 | $4.12M | Buy |
19,191
+646
| +3% | +$139K | 1.07% | 26 |
|
|
2020
Q3 | $4.07M | Buy |
18,545
+326
| +2% | +$71.6K | 1.22% | 25 |
|
|
2020
Q2 | $3.36M | Buy |
18,219
+367
| +2% | +$67.7K | 1.1% | 27 |
|
|
2020
Q1 | $2.95M | Buy |
17,852
+1,226
| +7% | +$203K | 1.11% | 27 |
|
|
2019
Q4 | $3.29M | Buy |
16,626
+367
| +2% | +$72.5K | 1.03% | 26 |
|
|
2019
Q3 | $3.49M | Sell |
16,259
-173
| -1% | -$37.1K | 1.19% | 22 |
|
|
2019
Q2 | $3.41M | Sell |
16,432
-64
| -0.4% | -$13.3K | 1.2% | 22 |
|
|
2019
Q1 | $3.13M | Buy |
16,496
+221
| +1% | +$42K | 1.15% | 26 |
|
|
2018
Q4 | $2.89M | Buy |
+16,275
| New | +$2.89M | 1.16% | 22 |
|