Nikulski Financial’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 | $3.49M | Sell |
11,954
-132
| -1% | -$38.6K | 0.96% | 32 |
|
|
2025
Q1 | $3.78M | Buy |
12,086
+135
| +1% | +$42.2K | 1.14% | 26 |
|
|
2024
Q4 | $3.46M | Sell |
11,951
-350
| -3% | -$101K | 1.02% | 31 |
|
|
2024
Q3 | $3.75M | Buy |
12,301
+109
| +0.9% | +$33.2K | 1.12% | 26 |
|
|
2024
Q2 | $3.11M | Buy |
12,192
+287
| +2% | +$73.1K | 0.99% | 29 |
|
|
2024
Q1 | $3.36M | Buy |
11,905
+518
| +5% | +$146K | 1.11% | 27 |
|
|
2023
Q4 | $3.38M | Buy |
11,387
+1,197
| +12% | +$355K | 1.24% | 27 |
|
|
2023
Q3 | $2.68M | Buy |
10,190
+873
| +9% | +$230K | 1.11% | 29 |
|
|
2023
Q2 | $2.78M | Buy |
9,317
+303
| +3% | +$90.4K | 1.15% | 27 |
|
|
2023
Q1 | $2.52M | Buy |
9,014
+482
| +6% | +$135K | 1.11% | 27 |
|
|
2022
Q4 | $2.25M | Buy |
8,532
+822
| +11% | +$217K | 1.07% | 30 |
|
|
2022
Q3 | $1.78M | Sell |
7,710
-7
| -0.1% | -$1.62K | 0.92% | 34 |
|
|
2022
Q2 | $1.91M | Buy |
7,717
+143
| +2% | +$35.3K | 0.95% | 34 |
|
|
2022
Q1 | $1.87M | Buy |
7,574
+2,616
| +53% | +$647K | 0.79% | 35 |
|
|
2021
Q4 | $1.33M | Buy |
4,958
+80
| +2% | +$21.4K | 0.56% | 46 |
|
|
2021
Q3 | $1.18M | Buy |
4,878
+185
| +4% | +$44.6K | 0.54% | 53 |
|
|
2021
Q2 | $1.11M | Buy |
4,693
+285
| +6% | +$67.2K | 0.52% | 51 |
|
|
2021
Q1 | $988K | Buy |
4,408
+100
| +2% | +$22.4K | 0.51% | 49 |
|
|
2020
Q4 | $924K | Buy |
4,308
+328
| +8% | +$70.4K | 0.51% | 54 |
|
|
2020
Q3 | $874K | Buy |
3,980
+845
| +27% | +$186K | 0.55% | 45 |
|
|
2020
Q2 | $578K | Buy |
3,135
+396
| +14% | +$73K | 0.41% | 58 |
|
|
2020
Q1 | $453K | Buy |
2,739
+1,145
| +72% | +$189K | 0.4% | 51 |
|
|
2019
Q4 | $342K | Hold |
1,594
| – | – | 0.25% | 67 |
|
|
2019
Q3 | $333K | Buy |
1,594
+250
| +19% | +$52.2K | 0.28% | 64 |
|
|
2019
Q2 | $287K | Sell |
1,344
-150
| -10% | -$32K | 0.24% | 65 |
|
|
2019
Q1 | $284K | Buy |
1,494
+212
| +17% | +$40.3K | 0.28% | 60 |
|
|
2018
Q4 | $228K | Sell |
1,282
-100
| -7% | -$17.8K | 0.24% | 63 |
|
|
2018
Q3 | $244K | Sell |
1,382
-88
| -6% | -$15.5K | 0.23% | 65 |
|
|
2018
Q2 | $230K | Buy |
1,470
+126
| +9% | +$19.7K | 0.21% | 68 |
|
|
2018
Q1 | $210K | Hold |
1,344
| – | – | 0.21% | 72 |
|
|
2017
Q4 | $231K | Buy |
+1,344
| New | +$231K | 0.25% | 68 |
|