Modus 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 | $2.81M | Buy |
9,606
+140
| +1% | +$40.9K | 0.83% | 45 |
|
|
2025
Q1 | $2.96M | Buy |
9,466
+70
| +0.7% | +$21.9K | 0.97% | 37 |
|
|
2024
Q4 | $2.72M | Buy |
9,396
+36
| +0.4% | +$10.4K | 0.85% | 38 |
|
|
2024
Q3 | $2.85M | Buy |
9,360
+71
| +0.8% | +$21.6K | 0.94% | 37 |
|
|
2024
Q2 | $2.37M | Sell |
9,289
-621
| -6% | -$158K | 0.84% | 41 |
|
|
2024
Q1 | $2.79M | Buy |
9,910
+250
| +3% | +$70.5K | 1.03% | 38 |
|
|
2023
Q4 | $2.86M | Buy |
9,660
+253
| +3% | +$75K | 1.16% | 36 |
|
|
2023
Q3 | $2.48M | Buy |
9,407
+246
| +3% | +$64.8K | 1.08% | 38 |
|
|
2023
Q2 | $2.73M | Buy |
9,161
+357
| +4% | +$107K | 1.17% | 29 |
|
|
2023
Q1 | $2.46M | Buy |
8,804
+68
| +0.8% | +$19K | 1.13% | 35 |
|
|
2022
Q4 | $2.3M | Buy |
8,736
+207
| +2% | +$54.6K | 1.12% | 35 |
|
|
2022
Q3 | $1.97M | Buy |
8,529
+50
| +0.6% | +$11.5K | 1.04% | 34 |
|
|
2022
Q2 | $2.09M | Buy |
8,479
+243
| +3% | +$60K | 1.06% | 33 |
|
|
2022
Q1 | $2.04M | Buy |
8,236
+115
| +1% | +$28.4K | 0.89% | 37 |
|
|
2021
Q4 | $2.18M | Sell |
8,121
-510
| -6% | -$137K | 0.93% | 35 |
|
|
2021
Q3 | $2.08M | Buy |
8,631
+441
| +5% | +$106K | 0.9% | 37 |
|
|
2021
Q2 | $1.89M | Buy |
8,190
+298
| +4% | +$68.8K | 0.8% | 40 |
|
|
2021
Q1 | $1.77M | Buy |
7,892
+553
| +8% | +$124K | 0.82% | 41 |
|
|
2020
Q4 | $1.58M | Buy |
7,339
+541
| +8% | +$116K | 0.81% | 41 |
|
|
2020
Q3 | $1.49M | Buy |
6,798
+1,356
| +25% | +$298K | 0.86% | 38 |
|
|
2020
Q2 | $1M | Buy |
5,442
+1,630
| +43% | +$301K | 0.65% | 43 |
|
|
2020
Q1 | $630K | Buy |
3,812
+291
| +8% | +$48.1K | 0.58% | 32 |
|
|
2019
Q4 | $696K | Buy |
+3,521
| New | +$696K | 0.55% | 37 |
|