Oldfather Financial Services’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 | $696K | Sell |
2,382
-79
| -3% | -$23.1K | 0.24% | 42 |
|
|
2025
Q1 | $769K | Sell |
2,461
-35
| -1% | -$10.9K | 0.29% | 38 |
|
|
2024
Q4 | $724K | Buy |
2,496
+2
| +0.1% | +$580 | 0.28% | 38 |
|
|
2024
Q3 | $759K | Buy |
2,494
+16
| +0.6% | +$4.87K | 0.29% | 36 |
|
|
2024
Q2 | $631K | Buy |
2,478
+3
| +0.1% | +$764 | 0.26% | 36 |
|
|
2024
Q1 | $698K | Sell |
2,475
-41
| -2% | -$11.6K | 0.29% | 34 |
|
|
2023
Q4 | $746K | Buy |
2,516
+47
| +2% | +$13.9K | 0.33% | 34 |
|
|
2023
Q3 | $651K | Buy |
2,469
+2
| +0.1% | +$527 | 0.33% | 35 |
|
|
2023
Q2 | $736K | Buy |
2,467
+2
| +0.1% | +$597 | 0.36% | 35 |
|
|
2023
Q1 | $689K | Buy |
2,465
+3
| +0.1% | +$839 | 0.36% | 35 |
|
|
2022
Q4 | $649K | Sell |
2,462
-297
| -11% | -$78.3K | 0.37% | 36 |
|
|
2022
Q3 | $637K | Buy |
2,759
+3
| +0.1% | +$693 | 0.4% | 32 |
|
|
2022
Q2 | $713K | Buy |
2,756
+5
| +0.2% | +$1.29K | 0.41% | 32 |
|
|
2022
Q1 | $699K | Buy |
2,751
+4
| +0.1% | +$1.02K | 0.38% | 35 |
|
|
2021
Q4 | $695K | Buy |
2,747
+14
| +0.5% | +$3.54K | 0.36% | 34 |
|
|
2021
Q3 | $685K | Buy |
2,733
+3
| +0.1% | +$752 | 0.35% | 36 |
|
|
2021
Q2 | $637K | Buy |
2,730
+4
| +0.1% | +$933 | 0.35% | 37 |
|
|
2021
Q1 | $628K | Sell |
2,726
-96
| -3% | -$22.1K | 0.36% | 35 |
|
|
2020
Q4 | $600K | Sell |
2,822
-95
| -3% | -$20.2K | 0.36% | 35 |
|
|
2020
Q3 | $664K | Buy |
2,917
+4
| +0.1% | +$911 | 0.47% | 27 |
|
|
2020
Q2 | $569K | Buy |
2,913
+104
| +4% | +$20.3K | 0.44% | 30 |
|
|
2020
Q1 | $496K | Buy |
2,809
+604
| +27% | +$107K | 0.47% | 27 |
|
|
2019
Q4 | $473K | Buy |
+2,205
| New | +$473K | 0.44% | 33 |
|