Orion Portfolio Solutions’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $16.5M | Buy |
52,864
+4,555
| +9% | +$1.36M | 0.16% | 117 |
|
|
2024
Q4 | $14M | Buy |
48,309
+3,876
| +9% | +$1.16M | 0.14% | 132 |
|
|
2024
Q3 | $13.5M | Buy |
44,433
+136
| +0.3% | +$37.5K | 0.13% | 146 |
|
|
2024
Q2 | $11.3M | Buy |
44,297
+5,295
| +14% | +$1.4M | 0.12% | 163 |
|
|
2024
Q1 | $11M | Buy |
39,002
+1,777
| +5% | +$517K | 0.12% | 175 |
|
|
2023
Q4 | $10.9M | Buy |
37,225
+94
| +0.3% | +$25.6K | 0.13% | 167 |
|
|
2023
Q3 | $9.78M | Sell |
37,131
-1,143
| -3% | -$326K | 0.12% | 168 |
|
|
2023
Q2 | $11.4M | Buy |
38,274
+2,862
| +8% | +$832K | 0.12% | 162 |
|
|
2023
Q1 | $9.9M | Buy |
35,412
+23,834
| +206% | +$6.39M | 0.12% | 159 |
|
|
2022
Q4 | $3.05M | Sell |
11,578
-564
| -5% | -$149K | 0.11% | 135 |
|
|
2022
Q3 | $2.8M | Buy |
12,142
+1,023
| +9% | +$261K | 0.11% | 127 |
|
|
2022
Q2 | $2.75M | Buy |
11,119
+821
| +8% | +$202K | 0.11% | 122 |
|
|
2022
Q1 | $2.55M | Sell |
10,298
-423
| -4% | -$105K | 0.09% | 142 |
|
|
2021
Q4 | $2.87M | Buy |
10,721
+351
| +3% | +$88.6K | 0.1% | 132 |
|
|
2021
Q3 | $2.5M | Buy |
10,370
+2,201
| +27% | +$525K | 0.09% | 136 |
|
|
2021
Q2 | $1.89M | Buy |
8,169
+833
| +11% | +$194K | 0.07% | 152 |
|
|
2021
Q1 | $1.64M | Buy |
7,336
+114
| +2% | +$24.4K | 0.07% | 145 |
|
|
2020
Q4 | $1.55M | Buy |
7,222
+75
| +1% | +$16.3K | 0.07% | 151 |
|
|
2020
Q3 | $1.57M | Buy |
7,147
+1,196
| +20% | +$246K | 0.08% | 137 |
|
|
2020
Q2 | $1.1M | Buy |
5,951
+791
| +15% | +$145K | 0.06% | 144 |
|
|
2020
Q1 | $853K | Sell |
5,160
-1,728
| -25% | -$340K | 0.06% | 141 |
|
|
2019
Q4 | $1.36M | Buy |
+6,888
| New | +$1.37M | 0.11% | 114 |
|
Other funds holding MCD
