Mount Yale 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 | $1.55M | Sell |
5,298
-378
| -7% | -$110K | 0.12% | 149 |
|
|
2025
Q1 | $1.77M | Sell |
5,676
-17
| -0.3% | -$5.31K | 0.15% | 128 |
|
|
2024
Q4 | $1.65M | Buy |
5,693
+405
| +8% | +$117K | 0.13% | 138 |
|
|
2024
Q3 | $1.61M | Buy |
5,288
+1,818
| +52% | +$554K | 0.15% | 142 |
|
|
2024
Q2 | $884K | Buy |
3,470
+395
| +13% | +$101K | 0.07% | 234 |
|
|
2024
Q1 | $867K | Buy |
3,075
+931
| +43% | +$262K | 0.07% | 247 |
|
|
2023
Q4 | $636K | Buy |
2,144
+257
| +14% | +$76.2K | 0.06% | 276 |
|
|
2023
Q3 | $497K | Sell |
1,887
-84
| -4% | -$22.1K | 0.05% | 308 |
|
|
2023
Q2 | $588K | Sell |
1,971
-106
| -5% | -$31.6K | 0.06% | 282 |
|
|
2023
Q1 | $581K | Sell |
2,077
-145
| -7% | -$40.5K | 0.07% | 275 |
|
|
2022
Q4 | $586K | Sell |
2,222
-72
| -3% | -$19K | 0.07% | 257 |
|
|
2022
Q3 | $529K | Sell |
2,294
-569
| -20% | -$131K | 0.07% | 259 |
|
|
2022
Q2 | $707K | Buy |
2,863
+69
| +2% | +$17K | 0.09% | 229 |
|
|
2022
Q1 | $691K | Buy |
2,794
+93
| +3% | +$23K | 0.08% | 255 |
|
|
2021
Q4 | $724K | Buy |
2,701
+93
| +4% | +$24.9K | 0.08% | 244 |
|
|
2021
Q3 | $629K | Buy |
2,608
+147
| +6% | +$35.5K | 0.07% | 240 |
|
|
2021
Q2 | $569K | Sell |
2,461
-1
| -0% | -$231 | 0.07% | 253 |
|
|
2021
Q1 | $552K | Buy |
+2,462
| New | +$552K | 0.07% | 250 |
|
|
2020
Q3 | – | Sell |
-2,678
| Closed | -$494K | – | 360 |
|
|
2020
Q2 | $494K | Sell |
2,678
-14
| -0.5% | -$2.58K | 0.09% | 228 |
|
|
2020
Q1 | $445K | Buy |
2,692
+637
| +31% | +$105K | 0.1% | 191 |
|
|
2019
Q4 | $440K | Sell |
2,055
-105
| -5% | -$22.5K | 0.08% | 228 |
|
|
2019
Q3 | $418K | Buy |
2,160
+351
| +19% | +$67.9K | 0.07% | 220 |
|
|
2019
Q2 | $392K | Buy |
1,809
+192
| +12% | +$41.6K | 0.07% | 233 |
|
|
2019
Q1 | $307K | Sell |
1,617
-140
| -8% | -$26.6K | 0.06% | 250 |
|
|
2018
Q4 | $306K | Sell |
1,757
-231
| -12% | -$40.2K | 0.06% | 249 |
|
|
2018
Q3 | $366K | Sell |
1,988
-132
| -6% | -$24.3K | 0.06% | 226 |
|
|
2018
Q2 | $332K | Sell |
2,120
-1
| -0% | -$157 | 0.06% | 240 |
|
|
2018
Q1 | $332K | Buy |
+2,121
| New | +$332K | 0.07% | 234 |
|