M Holdings Securities’s McDonald's MCD Stock Holding History

M Holdings Securities’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,655	Closed	-$1.69M	–	243
2023 Q2	$1.69M	Sell	5,655 -5,092	-47%	-$1.52M	0.35%	30
2023 Q1	$3M	Sell	10,747 -529	-5%	-$148K	0.31%	44
2022 Q4	$2.97M	Sell	11,276 -119	-1%	-$31.4K	0.31%	69
2022 Q3	$2.63M	Sell	11,395 -54	-0.5%	-$12.5K	0.29%	75
2022 Q2	$2.83M	Sell	11,449 -1,714	-13%	-$423K	0.29%	76
2022 Q1	$3.26M	Buy	+13,163	New	+$3.26M	0.25%	78
2021 Q2	$3.1M	Sell	13,433 -582	-4%	-$134K	0.3%	74
2021 Q1	$3.14M	Buy	14,015 +3,206	+30%	+$719K	0.29%	79
2020 Q4	$2.32M	Buy	+10,809	New	+$2.32M	0.3%	74
2020 Q2	–	Sell	-10,501	Closed	-$1.74M	–	203
2020 Q1	$1.74M	Buy	+10,501	New	+$1.74M	0.26%	101
2019 Q2	–	Sell	-6,007	Closed	-$1.14M	–	281
2019 Q1	$1.14M	Sell	6,007 -18	-0.3%	-$3.42K	0.26%	100
2018 Q4	$1.07M	Buy	6,025 +144	+2%	+$25.6K	0.33%	80
2018 Q3	$984K	Sell	5,881 -100	-2%	-$16.7K	0.26%	104
2018 Q2	$937K	Buy	5,981 +242	+4%	+$37.9K	0.26%	108
2018 Q1	$897K	Buy	5,739 +6	+0.1%	+$938	0.27%	117
2017 Q4	$987K	Buy	5,733 +1,333	+30%	+$229K	0.3%	99
2017 Q3	$689K	Buy	4,400 +37	+0.8%	+$5.79K	0.22%	135
2017 Q2	$668K	Sell	4,363 -351	-7%	-$53.7K	0.23%	126
2017 Q1	$611K	Sell	4,714 -594	-11%	-$77K	0.24%	121
2016 Q4	$646K	Buy	5,308 +119	+2%	+$14.5K	0.22%	104
2016 Q3	$599K	Buy	5,189 +208	+4%	+$24K	0.27%	109
2016 Q2	$599K	Sell	4,981 -700	-12%	-$84.2K	0.31%	94
2016 Q1	$714K	Sell	5,681 -624	-10%	-$78.4K	0.44%	63
2015 Q4	$745K	Sell	6,305 -498	-7%	-$58.8K	0.5%	56
2015 Q3	$670K	Sell	6,803 -286	-4%	-$28.2K	0.48%	56
2015 Q2	$674K	Buy	7,089 +162	+2%	+$15.4K	0.45%	61
2015 Q1	$675K	Buy	6,927 +793	+13%	+$77.3K	0.44%	64
2014 Q4	$575K	Buy	6,134 +150	+3%	+$14.1K	0.37%	80
2014 Q3	$567K	Sell	5,984 -447	-7%	-$42.4K	0.32%	81
2014 Q2	$648K	Buy	+6,431	New	+$648K	0.41%	69
2014 Q1	–	Sell	-5,412	Closed	-$525K	–	178
2013 Q4	$525K	Buy	+5,412	New	+$525K	0.37%	69