Lido Advisors’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 | $23.5M | Buy |
80,427
+1,802
| +2% | +$526K | 0.09% | 127 |
|
2025
Q1 | $24.6M | Buy |
78,625
+32,081
| +69% | +$10M | 0.11% | 110 |
|
2024
Q4 | $13.5M | Buy |
46,544
+10,421
| +29% | +$3.02M | 0.06% | 169 |
|
2024
Q3 | $11M | Buy |
36,123
+556
| +2% | +$169K | 0.05% | 179 |
|
2024
Q2 | $9.06M | Buy |
35,567
+1,943
| +6% | +$495K | 0.05% | 182 |
|
2024
Q1 | $9.48M | Buy |
33,624
+71
| +0.2% | +$20K | 0.06% | 170 |
|
2023
Q4 | $9.95M | Sell |
33,553
-32,004
| -49% | -$9.49M | 0.07% | 150 |
|
2023
Q3 | $17.3M | Buy |
65,557
+22,705
| +53% | +$5.98M | 0.13% | 80 |
|
2023
Q2 | $12.8M | Sell |
42,852
-4,042
| -9% | -$1.21M | 0.09% | 118 |
|
2023
Q1 | $13.1M | Buy |
46,894
+8,975
| +24% | +$2.51M | 0.13% | 91 |
|
2022
Q4 | $9.99M | Sell |
37,919
-20,550
| -35% | -$5.42M | 0.12% | 87 |
|
2022
Q3 | $13.5M | Buy |
58,469
+21,629
| +59% | +$4.99M | 0.17% | 55 |
|
2022
Q2 | $9.1M | Buy |
36,840
+10,038
| +37% | +$2.48M | 0.12% | 82 |
|
2022
Q1 | $6.63M | Sell |
26,802
-2,327
| -8% | -$575K | 0.07% | 114 |
|
2021
Q4 | $7.81M | Buy |
29,129
+3,137
| +12% | +$841K | 0.09% | 110 |
|
2021
Q3 | $6.27M | Buy |
25,992
+12,524
| +93% | +$3.02M | 0.09% | 117 |
|
2021
Q2 | $3.11M | Sell |
13,468
-3,136
| -19% | -$724K | 0.04% | 179 |
|
2021
Q1 | $3.72M | Sell |
16,604
-4,964
| -23% | -$1.11M | 0.06% | 147 |
|
2020
Q4 | $4.63M | Buy |
21,568
+2,089
| +11% | +$448K | 0.1% | 114 |
|
2020
Q3 | $4.28M | Sell |
19,479
-890
| -4% | -$195K | 0.11% | 95 |
|
2020
Q2 | $3.76M | Sell |
20,369
-596
| -3% | -$110K | 0.11% | 100 |
|
2020
Q1 | $3.47M | Sell |
20,965
-3,104
| -13% | -$513K | 0.15% | 83 |
|
2019
Q4 | $4.76M | Buy |
24,069
+8,216
| +52% | +$1.62M | 0.19% | 75 |
|
2019
Q3 | $3.4M | Buy |
15,853
+2,818
| +22% | +$605K | 0.17% | 79 |
|
2019
Q2 | $2.71M | Buy |
13,035
+153
| +1% | +$31.8K | 0.15% | 81 |
|
2019
Q1 | $2.45M | Buy |
12,882
+2,654
| +26% | +$504K | 0.16% | 83 |
|
2018
Q4 | $1.82M | Buy |
10,228
+3,243
| +46% | +$576K | 0.18% | 75 |
|
2018
Q3 | $1.17M | Sell |
6,985
-1,758
| -20% | -$294K | 0.11% | 98 |
|
2018
Q2 | $1.37M | Sell |
8,743
-1,138
| -12% | -$178K | 0.16% | 85 |
|
2018
Q1 | $1.55M | Buy |
9,881
+4,218
| +74% | +$660K | 0.21% | 62 |
|
2017
Q4 | $974K | Sell |
5,663
-225
| -4% | -$38.7K | 0.14% | 82 |
|
2017
Q3 | $982K | Sell |
5,888
-1,427
| -20% | -$238K | 0.16% | 77 |
|
2017
Q2 | $1.12M | Buy |
7,315
+627
| +9% | +$96K | 0.23% | 60 |
|
2017
Q1 | $965K | Buy |
6,688
+903
| +16% | +$130K | 0.27% | 56 |
|
2016
Q4 | $704K | Buy |
5,785
+269
| +5% | +$32.7K | 0.17% | 60 |
|
2016
Q3 | $636K | Buy |
+5,516
| New | +$636K | 0.19% | 53 |
|
2016
Q2 | – | Sell |
-3,050
| Closed | -$383K | – | 175 |
|
2016
Q1 | $383K | Buy |
+3,050
| New | +$383K | 0.13% | 80 |
|