McKinley Carter Wealth Services’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
$3.74M Sell
12,784
-114
-0.9% -$33.3K 0.21% 82
2025
Q1
$4.03M Buy
12,898
+458
+4% +$143K 0.25% 73
2024
Q4
$3.61M Sell
12,440
-69
-0.6% -$20K 0.22% 78
2024
Q3
$3.81M Buy
12,509
+100
+0.8% +$30.5K 0.23% 79
2024
Q2
$3.16M Buy
12,409
+405
+3% +$103K 0.2% 85
2024
Q1
$3.38M Sell
12,004
-57
-0.5% -$16.1K 0.23% 81
2023
Q4
$3.58M Buy
12,061
+453
+4% +$134K 0.26% 76
2023
Q3
$3.06M Buy
11,608
+3,327
+40% +$876K 0.24% 79
2023
Q2
$2.47M Sell
8,281
-520
-6% -$155K 0.19% 91
2023
Q1
$2.46M Sell
8,801
-2
-0% -$559 0.19% 90
2022
Q4
$2.32M Sell
8,803
-208
-2% -$54.8K 0.2% 91
2022
Q3
$2.08M Sell
9,011
-797
-8% -$184K 0.19% 84
2022
Q2
$2.42M Sell
9,808
-236
-2% -$58.3K 0.21% 82
2022
Q1
$2.48M Sell
10,044
-2,350
-19% -$581K 0.19% 87
2021
Q4
$3.32M Sell
12,394
-1,571
-11% -$421K 0.25% 76
2021
Q3
$3.37M Buy
13,965
+438
+3% +$106K 0.28% 73
2021
Q2
$3.12M Buy
13,527
+245
+2% +$56.6K 0.26% 79
2021
Q1
$2.98M Buy
13,282
+1,121
+9% +$251K 0.25% 87
2020
Q4
$2.61M Buy
12,161
+1,594
+15% +$342K 0.34% 79
2020
Q3
$2.32M Buy
10,567
+352
+3% +$77.2K 0.52% 48
2020
Q2
$1.88M Buy
10,215
+326
+3% +$60.1K 0.46% 46
2020
Q1
$1.64M Sell
9,889
-912
-8% -$151K 0.49% 46
2019
Q4
$2.13M Buy
10,801
+318
+3% +$62.8K 0.5% 47
2019
Q3
$2.25M Buy
10,483
+614
+6% +$132K 0.58% 44
2019
Q2
$2.05M Buy
9,869
+7
+0.1% +$1.45K 0.55% 47
2019
Q1
$1.87M Buy
9,862
+394
+4% +$74.8K 0.53% 48
2018
Q4
$1.68M Sell
9,468
-1,069
-10% -$190K 0.56% 50
2018
Q3
$1.76M Buy
10,537
+172
+2% +$28.8K 0.52% 53
2018
Q2
$1.62M Buy
10,365
+923
+10% +$145K 0.52% 51
2018
Q1
$1.48M Buy
9,442
+636
+7% +$99.5K 0.48% 52
2017
Q4
$1.52M Sell
8,806
-523
-6% -$90K 0.52% 51
2017
Q3
$1.46M Buy
9,329
+1,781
+24% +$279K 0.56% 47
2017
Q2
$1.16M Sell
7,548
-56
-0.7% -$8.58K 0.51% 51
2017
Q1
$986K Sell
7,604
-103
-1% -$13.4K 0.46% 52
2016
Q4
$938K Sell
7,707
-257
-3% -$31.3K 0.47% 53
2016
Q3
$919K Sell
7,964
-101
-1% -$11.7K 0.47% 52
2016
Q2
$971K Sell
8,065
-113
-1% -$13.6K 0.51% 52
2016
Q1
$1.03M Buy
8,178
+195
+2% +$24.5K 0.57% 46
2015
Q4
$943K Sell
7,983
-47
-0.6% -$5.55K 0.54% 51
2015
Q3
$791K Sell
8,030
-441
-5% -$43.4K 0.49% 55
2015
Q2
$805K Sell
8,471
-261
-3% -$24.8K 0.44% 62
2015
Q1
$851K Sell
8,732
-733
-8% -$71.4K 0.55% 53
2014
Q4
$887K Buy
9,465
+228
+2% +$21.4K 0.69% 49
2014
Q3
$876K Sell
9,237
-667
-7% -$63.3K 0.83% 41
2014
Q2
$998K Sell
9,904
-854
-8% -$86.1K 1.05% 37
2014
Q1
$1.06M Sell
10,758
-8,281
-43% -$812K 1.15% 38
2013
Q4
$1.85M Sell
19,039
-6,657
-26% -$646K 1.8% 13
2013
Q3
$2.47M Sell
25,696
-146
-0.6% -$14K 2.93% 9
2013
Q2
$2.56M Buy
+25,842
New +$2.56M 3.87% 4