Moneta Group Investment 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 | $7.77M | Buy |
26,609
+824
| +3% | +$241K | 0.09% | 111 |
|
|
2025
Q1 | $8.05M | Sell |
25,785
-126
| -0.5% | -$39.4K | 0.11% | 105 |
|
|
2024
Q4 | $7.51M | Buy |
25,911
+1,292
| +5% | +$375K | 0.11% | 110 |
|
|
2024
Q3 | $7.5M | Buy |
24,619
+436
| +2% | +$133K | 0.11% | 105 |
|
|
2024
Q2 | $6.16M | Sell |
24,183
-1,142
| -5% | -$291K | 0.1% | 109 |
|
|
2024
Q1 | $7.14M | Buy |
25,325
+4,354
| +21% | +$1.23M | 0.12% | 100 |
|
|
2023
Q4 | $6.22M | Sell |
20,971
-562
| -3% | -$167K | 0.12% | 93 |
|
|
2023
Q3 | $5.67M | Buy |
21,533
+889
| +4% | +$234K | 0.13% | 92 |
|
|
2023
Q2 | $6.16M | Buy |
20,644
+762
| +4% | +$227K | 0.14% | 88 |
|
|
2023
Q1 | $5.56M | Buy |
19,882
+2,363
| +13% | +$661K | 0.13% | 95 |
|
|
2022
Q4 | $4.68M | Sell |
17,519
-553
| -3% | -$148K | 0.13% | 98 |
|
|
2022
Q3 | $4.17M | Sell |
18,072
-192
| -1% | -$44.3K | 0.16% | 93 |
|
|
2022
Q2 | $4.51M | Buy |
18,264
+3,778
| +26% | +$933K | 0.15% | 97 |
|
|
2022
Q1 | $3.58M | Sell |
14,486
-607
| -4% | -$150K | 0.14% | 95 |
|
|
2021
Q4 | $4.05M | Buy |
15,093
+859
| +6% | +$230K | 0.16% | 93 |
|
|
2021
Q3 | $3.43M | Sell |
14,234
-251
| -2% | -$60.5K | 0.16% | 96 |
|
|
2021
Q2 | $3.35M | Buy |
14,485
+605
| +4% | +$140K | 0.15% | 102 |
|
|
2021
Q1 | $3.11M | Buy |
13,880
+6,554
| +89% | +$1.47M | 0.16% | 99 |
|
|
2020
Q4 | $1.57M | Buy |
7,326
+4,747
| +184% | +$1.02M | 0.11% | 114 |
|
|
2020
Q3 | $566K | Buy |
2,579
+682
| +36% | +$150K | 0.05% | 155 |
|
|
2020
Q2 | $350K | Buy |
1,897
+488
| +35% | +$90K | 0.03% | 197 |
|
|
2020
Q1 | $233K | Buy |
1,409
+53
| +4% | +$8.76K | 0.02% | 211 |
|
|
2019
Q4 | $268K | Sell |
1,356
-283
| -17% | -$55.9K | 0.02% | 215 |
|
|
2019
Q3 | $352K | Buy |
+1,639
| New | +$352K | 0.03% | 197 |
|
|
2019
Q2 | – | Sell |
-858
| Closed | -$163K | – | 266 |
|
|
2019
Q1 | $163K | Sell |
858
-1,823
| -68% | -$346K | 0.02% | 211 |
|
|
2018
Q4 | $476K | Sell |
2,681
-1,855
| -41% | -$329K | 0.06% | 140 |
|
|
2018
Q3 | $759K | Buy |
4,536
+445
| +11% | +$74.5K | 0.08% | 118 |
|
|
2018
Q2 | $641K | Buy |
4,091
+3,709
| +971% | +$581K | 0.07% | 150 |
|
|
2018
Q1 | $60K | Sell |
382
-426
| -53% | -$66.9K | 0.01% | 302 |
|
|
2017
Q4 | $139K | Buy |
+808
| New | +$139K | 0.02% | 216 |
|
|
2017
Q3 | – | Sell |
-2,623
| Closed | -$402K | – | 206 |
|
|
2017
Q2 | $402K | Buy |
2,623
+1,046
| +66% | +$160K | 0.07% | 140 |
|
|
2017
Q1 | $204K | Sell |
1,577
-399
| -20% | -$51.6K | 0.04% | 156 |
|
|
2016
Q4 | $241K | Buy |
+1,976
| New | +$241K | 0.05% | 145 |
|
|
2016
Q3 | – | Sell |
-3,412
| Closed | -$411K | – | 150 |
|
|
2016
Q2 | $411K | Buy |
3,412
+1,065
| +45% | +$128K | 0.09% | 121 |
|
|
2016
Q1 | $295K | Buy |
+2,347
| New | +$295K | 0.07% | 133 |
|
|
2015
Q4 | – | Sell |
-2,532
| Closed | -$249K | – | 303 |
|
|
2015
Q3 | $249K | Hold |
2,532
| – | – | 0.07% | 115 |
|
|
2015
Q2 | $241K | Sell |
2,532
-500
| -16% | -$47.6K | 0.07% | 115 |
|
|
2015
Q1 | $295K | Hold |
3,032
| – | – | 0.13% | 120 |
|
|
2014
Q4 | $284K | Hold |
3,032
| – | – | 0.14% | 118 |
|
|
2014
Q3 | $287K | Hold |
3,032
| – | – | 0.15% | 113 |
|
|
2014
Q2 | $305K | Buy |
3,032
+2
| +0.1% | +$201 | 0.16% | 103 |
|
|
2014
Q1 | $297K | Hold |
3,030
| – | – | 0.18% | 92 |
|
|
2013
Q4 | $294K | Hold |
3,030
| – | – | 0.18% | 93 |
|
|
2013
Q3 | $292K | Buy |
3,030
+400
| +15% | +$38.5K | 0.19% | 90 |
|
|
2013
Q2 | $260K | Buy |
+2,630
| New | +$260K | 0.18% | 92 |
|