Opus Capital Group’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 | $581K | Hold |
1,990
| – | – | 0.07% | 69 |
|
|
2025
Q1 | $622K | Buy |
1,990
+157
| +9% | +$49.1K | 0.08% | 64 |
|
|
2024
Q4 | $531K | Sell |
1,833
-340
| -16% | -$98.5K | 0.07% | 71 |
|
|
2024
Q3 | $662K | Sell |
2,173
-8
| -0.4% | -$2.44K | 0.08% | 65 |
|
|
2024
Q2 | $556K | Sell |
2,181
-50
| -2% | -$12.7K | 0.08% | 71 |
|
|
2024
Q1 | $629K | Sell |
2,231
-101
| -4% | -$28.5K | 0.09% | 69 |
|
|
2023
Q4 | $691K | Sell |
2,332
-100
| -4% | -$29.6K | 0.11% | 63 |
|
|
2023
Q3 | $641K | Sell |
2,432
-130
| -5% | -$34.3K | 0.11% | 59 |
|
|
2023
Q2 | $765K | Buy |
2,562
+211
| +9% | +$63K | 0.13% | 55 |
|
|
2023
Q1 | $657K | Buy |
2,351
+119
| +5% | +$33.3K | 0.12% | 60 |
|
|
2022
Q4 | $588K | Sell |
2,232
-35
| -2% | -$9.22K | 0.11% | 62 |
|
|
2022
Q3 | $523K | Hold |
2,267
| – | – | 0.11% | 58 |
|
|
2022
Q2 | $560K | Hold |
2,267
| – | – | 0.11% | 59 |
|
|
2022
Q1 | $561K | Sell |
2,267
-12
| -0.5% | -$2.97K | 0.11% | 68 |
|
|
2021
Q4 | $611K | Sell |
2,279
-55
| -2% | -$14.7K | 0.13% | 57 |
|
|
2021
Q3 | $563K | Sell |
2,334
-600
| -20% | -$145K | 0.13% | 52 |
|
|
2021
Q2 | $678K | Sell |
2,934
-195
| -6% | -$45.1K | 0.15% | 57 |
|
|
2021
Q1 | $701K | Sell |
3,129
-510
| -14% | -$114K | 0.17% | 55 |
|
|
2020
Q4 | $781K | Hold |
3,639
| – | – | 0.2% | 54 |
|
|
2020
Q3 | $799K | Sell |
3,639
-545
| -13% | -$120K | 0.23% | 46 |
|
|
2020
Q2 | $772K | Sell |
4,184
-1,735
| -29% | -$320K | 0.24% | 52 |
|
|
2020
Q1 | $979K | Sell |
5,919
-619
| -9% | -$102K | 0.35% | 36 |
|
|
2019
Q4 | $1.29M | Sell |
6,538
-19
| -0.3% | -$3.76K | 0.38% | 34 |
|
|
2019
Q3 | $1.41M | Buy |
6,557
+7
| +0.1% | +$1.5K | 0.43% | 30 |
|
|
2019
Q2 | $1.36M | Buy |
6,550
+978
| +18% | +$203K | 0.41% | 32 |
|
|
2019
Q1 | $1.06M | Sell |
5,572
-15
| -0.3% | -$2.85K | 0.28% | 49 |
|
|
2018
Q4 | $992K | Hold |
5,587
| – | – | 0.21% | 103 |
|
|
2018
Q3 | $935K | Buy |
5,587
+1,055
| +23% | +$177K | 0.21% | 108 |
|
|
2018
Q2 | $710K | Buy |
4,532
+1,705
| +60% | +$267K | 0.17% | 120 |
|
|
2018
Q1 | $442K | Buy |
+2,827
| New | +$442K | 0.11% | 147 |
|
|
2015
Q2 | – | Sell |
-7,958
| Closed | -$775K | – | 235 |
|
|
2015
Q1 | $775K | Sell |
7,958
-460
| -5% | -$44.8K | 0.12% | 140 |
|
|
2014
Q4 | $789K | Sell |
8,418
-1,737
| -17% | -$163K | 0.11% | 132 |
|
|
2014
Q3 | $963K | Sell |
10,155
-9,935
| -49% | -$942K | 0.13% | 135 |
|
|
2014
Q2 | $2.02M | Sell |
20,090
-170
| -0.8% | -$17.1K | 0.14% | 91 |
|
|
2014
Q1 | $1.99M | Sell |
20,260
-8,000
| -28% | -$784K | 0.14% | 85 |
|
|
2013
Q4 | $2.74M | Buy |
28,260
+2,676
| +10% | +$260K | 0.15% | 80 |
|
|
2013
Q3 | $2.46M | Buy |
25,584
+600
| +2% | +$57.7K | 0.14% | 80 |
|
|
2013
Q2 | $2.47M | Buy |
+24,984
| New | +$2.47M | 0.15% | 74 |
|