Pacific Capital Wealth 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 | $223K | Sell |
760
-12
| -2% | -$3.52K | 0.04% | 72 |
|
|
2025
Q1 | $241K | Hold |
772
| – | – | 0.04% | 75 |
|
|
2024
Q4 | $224K | Sell |
772
-6
| -0.8% | -$1.74K | 0.04% | 74 |
|
|
2024
Q3 | $237K | Buy |
778
+6
| +0.8% | +$1.83K | 0.04% | 74 |
|
|
2024
Q2 | $197K | Hold |
772
| – | – | 0.04% | 72 |
|
|
2024
Q1 | $218K | Hold |
772
| – | – | 0.05% | 60 |
|
|
2023
Q4 | $229K | Hold |
772
| – | – | 0.06% | 58 |
|
|
2023
Q3 | $203K | Hold |
772
| – | – | 0.06% | 64 |
|
|
2023
Q2 | $230K | Hold |
772
| – | – | 0.06% | 61 |
|
|
2023
Q1 | $216K | Hold |
772
| – | – | 0.06% | 79 |
|
|
2022
Q4 | $203K | Buy |
+772
| New | +$203K | 0.05% | 84 |
|
|
2022
Q2 | – | Sell |
-812
| Closed | -$201K | – | 89 |
|
|
2022
Q1 | $201K | Buy |
+812
| New | +$201K | 0.06% | 91 |
|
|
2020
Q4 | – | Sell |
-655
| Closed | -$144K | – | 141 |
|
|
2020
Q3 | $144K | Buy |
+655
| New | +$144K | 0.09% | 72 |
|