Mark Sheptoff Financial Planning’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 | $340K | Buy |
1,164
+9
| +0.8% | +$2.63K | 0.18% | 70 |
|
|
2025
Q1 | $361K | Hold |
1,155
| – | – | 0.2% | 65 |
|
|
2024
Q4 | $335K | Hold |
1,155
| – | – | 0.18% | 69 |
|
|
2024
Q3 | $352K | Hold |
1,155
| – | – | 0.19% | 68 |
|
|
2024
Q2 | $294K | Sell |
1,155
-240
| -17% | -$61.2K | 0.16% | 74 |
|
|
2024
Q1 | $393K | Sell |
1,395
-1,010
| -42% | -$285K | 0.22% | 65 |
|
|
2023
Q4 | $713K | Sell |
2,405
-16
| -0.7% | -$4.74K | 0.43% | 39 |
|
|
2023
Q3 | $638K | Hold |
2,421
| – | – | 0.41% | 41 |
|
|
2023
Q2 | $722K | Buy |
2,421
+200
| +9% | +$59.7K | 0.41% | 43 |
|
|
2023
Q1 | $621K | Hold |
2,221
| – | – | 0.36% | 49 |
|
|
2022
Q4 | $585K | Buy |
2,221
+16
| +0.7% | +$4.22K | 0.34% | 51 |
|
|
2022
Q3 | $509K | Sell |
2,205
-425
| -16% | -$98.1K | 0.31% | 53 |
|
|
2022
Q2 | $649K | Hold |
2,630
| – | – | 0.37% | 48 |
|
|
2022
Q1 | $650K | Sell |
2,630
-252
| -9% | -$62.3K | 0.33% | 55 |
|
|
2021
Q4 | $773K | Buy |
2,882
+252
| +10% | +$67.6K | 0.37% | 48 |
|
|
2021
Q3 | $634K | Buy |
2,630
+700
| +36% | +$169K | 0.35% | 54 |
|
|
2021
Q2 | $446K | Buy |
1,930
+100
| +5% | +$23.1K | 0.24% | 66 |
|
|
2021
Q1 | $410K | Buy |
1,830
+200
| +12% | +$44.8K | 0.24% | 68 |
|
|
2020
Q4 | $350K | Buy |
1,630
+135
| +9% | +$29K | 0.2% | 74 |
|
|
2020
Q3 | $328K | Buy |
1,495
+220
| +17% | +$48.3K | 0.2% | 70 |
|
|
2020
Q2 | $235K | Sell |
1,275
-200
| -14% | -$36.9K | 0.15% | 79 |
|
|
2020
Q1 | $244K | Hold |
1,475
| – | – | 0.18% | 72 |
|
|
2019
Q4 | $291K | Buy |
1,475
+100
| +7% | +$19.7K | 0.18% | 77 |
|
|
2019
Q3 | $295K | Buy |
1,375
+125
| +10% | +$26.8K | 0.2% | 74 |
|
|
2019
Q2 | $260K | Hold |
1,250
| – | – | 0.18% | 85 |
|
|
2019
Q1 | $237K | Buy |
1,250
+200
| +19% | +$37.9K | 0.17% | 87 |
|
|
2018
Q4 | $186K | Hold |
1,050
| – | – | 0.15% | 83 |
|
|
2018
Q3 | $176K | Hold |
1,050
| – | – | 0.12% | 109 |
|
|
2018
Q2 | $165K | Hold |
1,050
| – | – | 0.12% | 107 |
|
|
2018
Q1 | $164K | Hold |
1,050
| – | – | 0.11% | 111 |
|
|
2017
Q4 | $181K | Hold |
1,050
| – | – | 0.12% | 112 |
|
|
2017
Q3 | $165K | Hold |
1,050
| – | – | 0.11% | 119 |
|
|
2017
Q2 | $161K | Sell |
1,050
-1
| -0.1% | -$153 | 0.11% | 117 |
|
|
2017
Q1 | $136K | Buy |
1,051
+101
| +11% | +$13.1K | 0.1% | 127 |
|
|
2016
Q4 | $116K | Buy |
950
+750
| +375% | +$91.6K | 0.09% | 132 |
|
|
2016
Q3 | $23K | Hold |
200
| – | – | 0.02% | 210 |
|
|
2016
Q2 | $24K | Hold |
200
| – | – | 0.02% | 194 |
|
|
2016
Q1 | $25K | Hold |
200
| – | – | 0.02% | 194 |
|
|
2015
Q4 | $24K | Hold |
200
| – | – | 0.02% | 208 |
|
|
2015
Q3 | $20K | Hold |
200
| – | – | 0.02% | 208 |
|
|
2015
Q2 | $19K | Sell |
200
-100
| -33% | -$9.5K | 0.02% | 232 |
|
|
2015
Q1 | $29K | Sell |
300
-100
| -25% | -$9.67K | 0.02% | 196 |
|
|
2014
Q4 | $37K | Sell |
400
-200
| -33% | -$18.5K | 0.03% | 186 |
|
|
2014
Q3 | $57K | Sell |
600
-27,008
| -98% | -$2.57M | 0.05% | 163 |
|
|
2014
Q2 | $2.78M | Sell |
27,608
-1,197
| -4% | -$121K | 2.38% | 6 |
|
|
2014
Q1 | $2.82M | Buy |
+28,805
| New | +$2.82M | 2.5% | 6 |
|