Oxford Financial 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 | $23.3M | Buy |
79,763
+289
| +0.4% | +$84.4K | 1.38% | 15 |
|
|
2025
Q1 | $24.8M | Buy |
79,474
+255
| +0.3% | +$79.7K | 1.74% | 14 |
|
|
2024
Q4 | $23M | Buy |
79,219
+200
| +0.3% | +$58K | 1.49% | 14 |
|
|
2024
Q3 | $24.1M | Sell |
79,019
-644
| -0.8% | -$196K | 1.53% | 16 |
|
|
2024
Q2 | $20.3M | Sell |
79,663
-85
| -0.1% | -$21.7K | 1.34% | 16 |
|
|
2024
Q1 | $22.5M | Buy |
79,748
+129
| +0.2% | +$36.4K | 1.56% | 15 |
|
|
2023
Q4 | $23.6M | Buy |
79,619
+664
| +0.8% | +$197K | 1.73% | 14 |
|
|
2023
Q3 | $20.8M | Sell |
78,955
-241
| -0.3% | -$63.5K | 1.8% | 13 |
|
|
2023
Q2 | $23.6M | Buy |
79,196
+555
| +0.7% | +$166K | 2.25% | 11 |
|
|
2023
Q1 | $22M | Buy |
78,641
+1,298
| +2% | +$363K | 2.47% | 11 |
|
|
2022
Q4 | $20.4M | Buy |
77,343
+1,047
| +1% | +$276K | 2.37% | 11 |
|
|
2022
Q3 | $17.6M | Buy |
76,296
+52,240
| +217% | +$12.1M | 2.65% | 10 |
|
|
2022
Q2 | $5.94M | Buy |
24,056
+19,473
| +425% | +$4.81M | 0.88% | 19 |
|
|
2022
Q1 | $1.13M | Buy |
4,583
+1,886
| +70% | +$466K | 0.14% | 68 |
|
|
2021
Q4 | $723K | Sell |
2,697
-278
| -9% | -$74.5K | 0.08% | 97 |
|
|
2021
Q3 | $717K | Buy |
2,975
+242
| +9% | +$58.3K | 0.09% | 91 |
|
|
2021
Q2 | $631K | Sell |
2,733
-58
| -2% | -$13.4K | 0.08% | 95 |
|
|
2021
Q1 | $626K | Buy |
2,791
+83
| +3% | +$18.6K | 0.09% | 93 |
|
|
2020
Q4 | $581K | Buy |
2,708
+27
| +1% | +$5.79K | 0.08% | 93 |
|
|
2020
Q3 | $588K | Sell |
2,681
-751
| -22% | -$165K | 0.09% | 87 |
|
|
2020
Q2 | $633K | Buy |
3,432
+156
| +5% | +$28.8K | 0.11% | 82 |
|
|
2020
Q1 | $542K | Buy |
+3,276
| New | +$542K | 0.11% | 80 |
|