NewSquare Capital’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 | $154K | Buy |
528
+235
| +80% | +$68.7K | 0.01% | 189 |
|
2025
Q1 | $91.6K | Buy |
293
+226
| +337% | +$70.6K | 0.01% | 194 |
|
2024
Q4 | $19.5K | Buy |
67
+12
| +22% | +$3.49K | ﹤0.01% | 233 |
|
2024
Q3 | $16.8K | Sell |
55
-35
| -39% | -$10.7K | ﹤0.01% | 193 |
|
2024
Q2 | $23K | Sell |
90
-150
| -63% | -$38.3K | ﹤0.01% | 185 |
|
2024
Q1 | $67.7K | Hold |
240
| – | – | 0.01% | 167 |
|
2023
Q4 | $71.2K | Sell |
240
-21
| -8% | -$6.23K | 0.01% | 174 |
|
2023
Q3 | $68.8K | Sell |
261
-28
| -10% | -$7.38K | 0.01% | 185 |
|
2023
Q2 | $86.3K | Buy |
289
+71
| +33% | +$21.2K | 0.01% | 181 |
|
2023
Q1 | $61K | Buy |
218
+34
| +18% | +$9.51K | 0.01% | 186 |
|
2022
Q4 | $48.5K | Buy |
184
+23
| +14% | +$6.07K | 0.01% | 177 |
|
2022
Q3 | $37K | Sell |
161
-433
| -73% | -$99.5K | ﹤0.01% | 187 |
|
2022
Q2 | $147K | Hold |
594
| – | – | 0.02% | 157 |
|
2022
Q1 | $147K | Sell |
594
-119
| -17% | -$29.4K | 0.02% | 167 |
|
2021
Q4 | $191K | Hold |
713
| – | – | 0.02% | 158 |
|
2021
Q3 | $172K | Sell |
713
-10
| -1% | -$2.41K | 0.02% | 159 |
|
2021
Q2 | $167K | Buy |
723
+104
| +17% | +$24K | 0.02% | 158 |
|
2021
Q1 | $139K | Hold |
619
| – | – | 0.02% | 150 |
|
2020
Q4 | $133K | Sell |
619
-25
| -4% | -$5.37K | 0.02% | 151 |
|
2020
Q3 | $141K | Sell |
644
-5
| -0.8% | -$1.1K | 0.02% | 135 |
|
2020
Q2 | $120K | Sell |
649
-380
| -37% | -$70.3K | 0.02% | 143 |
|
2020
Q1 | $170K | Sell |
1,029
-86
| -8% | -$14.2K | 0.03% | 139 |
|
2019
Q4 | $220K | Buy |
1,115
+471
| +73% | +$92.9K | 0.04% | 120 |
|
2019
Q3 | $138K | Sell |
644
-109
| -14% | -$23.4K | 0.03% | 117 |
|
2019
Q2 | $156K | Sell |
753
-6
| -0.8% | -$1.24K | 0.03% | 127 |
|
2019
Q1 | $144K | Hold |
759
| – | – | 0.03% | 125 |
|
2018
Q4 | $135K | Buy |
759
+70
| +10% | +$12.5K | 0.03% | 119 |
|
2018
Q3 | $115K | Hold |
689
| – | – | 0.02% | 132 |
|
2018
Q2 | $109K | Sell |
689
-1,000
| -59% | -$158K | 0.02% | 135 |
|
2018
Q1 | $264K | Sell |
1,689
-139
| -8% | -$21.7K | 0.06% | 103 |
|
2017
Q4 | $315K | Sell |
1,828
-62,805
| -97% | -$10.8M | 0.07% | 96 |
|
2017
Q3 | $224K | Buy |
64,633
+62,712
| +3,265% | +$217K | 0.05% | 96 |
|
2017
Q2 | $294K | Hold |
1,921
| – | – | 0.07% | 97 |
|
2017
Q1 | $249K | Buy |
1,921
+500
| +35% | +$64.8K | 0.06% | 102 |
|
2016
Q4 | $173K | Hold |
1,421
| – | – | 0.04% | 120 |
|
2016
Q3 | $164K | Hold |
1,421
| – | – | 0.04% | 123 |
|
2016
Q2 | $171K | Sell |
1,421
-144
| -9% | -$17.3K | 0.04% | 120 |
|
2016
Q1 | $197K | Sell |
1,565
-5,011
| -76% | -$631K | 0.06% | 122 |
|
2015
Q4 | $777K | Buy |
6,576
+335
| +5% | +$39.6K | 0.22% | 59 |
|
2015
Q3 | $615K | Sell |
6,241
-40
| -0.6% | -$3.94K | 0.18% | 70 |
|
2015
Q2 | $597K | Buy |
6,281
+234
| +4% | +$22.2K | 0.18% | 78 |
|
2015
Q1 | $589K | Buy |
6,047
+352
| +6% | +$34.3K | 0.18% | 75 |
|
2014
Q4 | $534K | Buy |
5,695
+449
| +9% | +$42.1K | 0.18% | 81 |
|
2014
Q3 | $497K | Buy |
5,246
+523
| +11% | +$49.5K | 0.18% | 90 |
|
2014
Q2 | $476K | Buy |
4,723
+388
| +9% | +$39.1K | 0.17% | 84 |
|
2014
Q1 | $425K | Buy |
4,335
+185
| +4% | +$18.1K | 0.17% | 85 |
|
2013
Q4 | $403K | Buy |
4,150
+400
| +11% | +$38.8K | 0.2% | 66 |
|
2013
Q3 | $361K | Buy |
3,750
+2,750
| +275% | +$265K | 0.17% | 67 |
|
2013
Q2 | $99K | Buy |
+1,000
| New | +$99K | 0.05% | 99 |
|