OneDigital 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 | $14.8M | Buy |
50,616
+1,236
| +3% | +$361K | 0.16% | 120 |
|
|
2025
Q1 | $15.4M | Buy |
49,380
+2,487
| +5% | +$777K | 0.18% | 112 |
|
|
2024
Q4 | $13.6M | Sell |
46,893
-922
| -2% | -$267K | 0.16% | 122 |
|
|
2024
Q3 | $14.6M | Sell |
47,815
-1,041
| -2% | -$317K | 0.17% | 112 |
|
|
2024
Q2 | $12.5M | Sell |
48,856
-3,634
| -7% | -$926K | 0.16% | 118 |
|
|
2024
Q1 | $14.8M | Buy |
52,490
+19,868
| +61% | +$5.6M | 0.23% | 92 |
|
|
2023
Q4 | $9.67M | Buy |
32,622
+2,808
| +9% | +$833K | 0.17% | 123 |
|
|
2023
Q3 | $7.85M | Buy |
29,814
+2,755
| +10% | +$726K | 0.17% | 113 |
|
|
2023
Q2 | $8.07M | Sell |
27,059
-748
| -3% | -$223K | 0.18% | 108 |
|
|
2023
Q1 | $7.78M | Buy |
27,807
+1,892
| +7% | +$529K | 0.18% | 103 |
|
|
2022
Q4 | $6.83M | Buy |
25,915
+2,318
| +10% | +$611K | 0.2% | 103 |
|
|
2022
Q3 | $5.45M | Buy |
23,597
+8,386
| +55% | +$1.94M | 0.2% | 79 |
|
|
2022
Q2 | $3.76M | Buy |
15,211
+981
| +7% | +$242K | 0.16% | 90 |
|
|
2022
Q1 | $3.52M | Buy |
14,230
+1,160
| +9% | +$287K | 0.13% | 103 |
|
|
2021
Q4 | $3.5M | Sell |
13,070
-836
| -6% | -$224K | 0.12% | 106 |
|
|
2021
Q3 | $3.35M | Buy |
13,906
+864
| +7% | +$208K | 0.13% | 103 |
|
|
2021
Q2 | $3.01M | Buy |
13,042
+934
| +8% | +$216K | 0.12% | 110 |
|
|
2021
Q1 | $2.71M | Buy |
12,108
+3,680
| +44% | +$825K | 0.13% | 113 |
|
|
2020
Q4 | $1.81M | Buy |
8,428
+3
| +0% | +$644 | 0.09% | 150 |
|
|
2020
Q3 | $1.85M | Sell |
8,425
-561
| -6% | -$123K | 0.13% | 129 |
|
|
2020
Q2 | $1.66M | Buy |
8,986
+38
| +0.4% | +$7.01K | 0.12% | 155 |
|
|
2020
Q1 | $1.48M | Sell |
8,948
-8,039
| -47% | -$1.33M | 0.13% | 146 |
|
|
2019
Q4 | $3.36M | Sell |
16,987
-624
| -4% | -$123K | 0.26% | 81 |
|
|
2019
Q3 | $3.78M | Buy |
17,611
+6,961
| +65% | +$1.49M | 0.34% | 70 |
|
|
2019
Q2 | $2.21M | Buy |
10,650
+6,217
| +140% | +$1.29M | 0.17% | 86 |
|
|
2019
Q1 | $844K | Buy |
4,433
+1,389
| +46% | +$264K | 0.12% | 123 |
|
|
2018
Q4 | $541K | Sell |
3,044
-423
| -12% | -$75.2K | 0.09% | 150 |
|
|
2018
Q3 | $580K | Sell |
3,467
-193
| -5% | -$32.3K | 0.14% | 94 |
|
|
2018
Q2 | $574K | Sell |
3,660
-1,344
| -27% | -$211K | 0.12% | 112 |
|
|
2018
Q1 | $627K | Buy |
5,004
+893
| +22% | +$112K | 0.14% | 107 |
|
|
2017
Q4 | $707K | Buy |
4,111
+2,080
| +102% | +$358K | 0.08% | 102 |
|
|
2017
Q3 | $318K | Sell |
2,031
-1,134
| -36% | -$178K | 0.12% | 108 |
|
|
2017
Q2 | $485K | Buy |
+3,165
| New | +$485K | 0.14% | 111 |
|