OA
Operose Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
5,875
+1,017
| +21% | +$297K | 0.48% | 33 |
|
|
2025
Q1 | $1.52M | Buy |
4,858
+4
| +0.1% | +$1.25K | 0.5% | 31 |
|
|
2024
Q4 | $1.41M | Sell |
4,854
-393
| -7% | -$114K | 0.48% | 32 |
|
|
2024
Q3 | $1.6M | Buy |
5,247
+111
| +2% | +$33.8K | 0.52% | 26 |
|
|
2024
Q2 | $1.31M | Sell |
5,136
-10
| -0.2% | -$2.55K | 0.46% | 28 |
|
|
2024
Q1 | $1.45M | Buy |
5,146
+4
| +0.1% | +$1.13K | 0.49% | 25 |
|
|
2023
Q4 | $1.52M | Sell |
5,142
-372
| -7% | -$110K | 0.61% | 20 |
|
|
2023
Q3 | $1.45M | Buy |
5,514
+666
| +14% | +$175K | 0.58% | 20 |
|
|
2023
Q2 | $1.45M | Buy |
4,848
+3
| +0.1% | +$895 | 0.66% | 20 |
|
|
2023
Q1 | $1.35M | Sell |
4,845
-67
| -1% | -$18.7K | 0.67% | 19 |
|
|
2022
Q4 | $1.29M | Buy |
4,912
+3
| +0.1% | +$791 | 0.69% | 18 |
|
|
2022
Q3 | $1.13M | Buy |
4,909
+3,963
| +419% | +$915K | 0.74% | 18 |
|
|
2022
Q2 | $234K | Buy |
946
+3
| +0.3% | +$742 | 0.16% | 49 |
|
|
2022
Q1 | $233K | Buy |
943
+3
| +0.3% | +$741 | 0.16% | 60 |
|
|
2021
Q4 | $252K | Buy |
+940
| New | +$252K | 0.21% | 49 |
|