Mutual 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 | $4.23M | Buy |
14,184
+100
| +0.7% | +$29.8K | 0.11% | 193 |
|
|
2025
Q1 | $4.46M | Sell |
14,084
-2,989
| -18% | -$947K | 0.13% | 163 |
|
|
2024
Q4 | $4.78M | Sell |
17,073
-3,012
| -15% | -$843K | 0.14% | 144 |
|
|
2024
Q3 | $6.06M | Sell |
20,085
-365
| -2% | -$110K | 0.18% | 106 |
|
|
2024
Q2 | $5.35M | Sell |
20,450
-117
| -0.6% | -$30.6K | 0.16% | 133 |
|
|
2024
Q1 | $5.8M | Buy |
20,567
+1,072
| +5% | +$302K | 0.19% | 106 |
|
|
2023
Q4 | $5.78M | Buy |
19,495
+694
| +4% | +$206K | 0.2% | 110 |
|
|
2023
Q3 | $4.95M | Buy |
18,801
+1,832
| +11% | +$483K | 0.19% | 108 |
|
|
2023
Q2 | $5.06M | Sell |
16,969
-525
| -3% | -$157K | 0.19% | 106 |
|
|
2023
Q1 | $4.89M | Sell |
17,494
-59
| -0.3% | -$16.5K | 0.2% | 101 |
|
|
2022
Q4 | $4.63M | Buy |
17,553
+1,163
| +7% | +$306K | 0.21% | 102 |
|
|
2022
Q3 | $3.78M | Buy |
16,390
+4,110
| +33% | +$948K | 0.19% | 105 |
|
|
2022
Q2 | $3.03M | Buy |
12,280
+1,065
| +9% | +$263K | 0.2% | 113 |
|
|
2022
Q1 | $2.77M | Sell |
11,215
-290
| -3% | -$71.7K | 0.16% | 152 |
|
|
2021
Q4 | $3.08M | Buy |
11,505
+504
| +5% | +$135K | 0.16% | 144 |
|
|
2021
Q3 | $2.65M | Buy |
11,001
+400
| +4% | +$96.4K | 0.16% | 161 |
|
|
2021
Q2 | $2.45M | Buy |
10,601
+1,189
| +13% | +$275K | 0.15% | 175 |
|
|
2021
Q1 | $2.11M | Buy |
9,412
+1,274
| +16% | +$286K | 0.14% | 173 |
|
|
2020
Q4 | $1.75M | Sell |
8,138
-5,480
| -40% | -$1.18M | 0.13% | 187 |
|
|
2020
Q3 | $2.99M | Buy |
13,618
+2,681
| +25% | +$588K | 0.26% | 83 |
|
|
2020
Q2 | $2.02M | Buy |
10,937
+3,392
| +45% | +$626K | 0.2% | 125 |
|
|
2020
Q1 | $1.25M | Buy |
7,545
+680
| +10% | +$112K | 0.17% | 153 |
|
|
2019
Q4 | $1.36M | Buy |
6,865
+752
| +12% | +$149K | 0.14% | 171 |
|
|
2019
Q3 | $1.31M | Sell |
6,113
-207
| -3% | -$44.5K | 0.17% | 145 |
|
|
2019
Q2 | $1.31M | Buy |
6,320
+129
| +2% | +$26.8K | 0.17% | 148 |
|
|
2019
Q1 | $1.18M | Buy |
6,191
+478
| +8% | +$90.8K | 0.17% | 140 |
|
|
2018
Q4 | $1.01M | Buy |
5,713
+64
| +1% | +$11.4K | 0.2% | 126 |
|
|
2018
Q3 | $945K | Buy |
5,649
+146
| +3% | +$24.4K | 0.14% | 177 |
|
|
2018
Q2 | $862K | Buy |
5,503
+637
| +13% | +$99.8K | 0.2% | 162 |
|
|
2018
Q1 | $761K | Buy |
4,866
+817
| +20% | +$128K | 0.19% | 173 |
|
|
2017
Q4 | $697K | Buy |
+4,049
| New | +$697K | 0.26% | 116 |
|