Peloton Wealth Strategists’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 | $1.56M | Hold |
5,335
| – | – | 0.63% | 59 |
|
|
2025
Q1 | $1.67M | Sell |
5,335
-75
| -1% | -$23.4K | 0.7% | 52 |
|
|
2024
Q4 | $1.57M | Sell |
5,410
-400
| -7% | -$116K | 0.63% | 56 |
|
|
2024
Q3 | $1.77M | Buy |
5,810
+42
| +0.7% | +$12.8K | 0.7% | 52 |
|
|
2024
Q2 | $1.47M | Buy |
5,768
+143
| +3% | +$36.4K | 0.6% | 55 |
|
|
2024
Q1 | $1.59M | Hold |
5,625
| – | – | 0.64% | 53 |
|
|
2023
Q4 | $1.67M | Sell |
5,625
-520
| -8% | -$154K | 0.72% | 50 |
|
|
2023
Q3 | $1.62M | Sell |
6,145
-1,540
| -20% | -$406K | 0.75% | 49 |
|
|
2023
Q2 | $2.29M | Sell |
7,685
-35
| -0.5% | -$10.4K | 1.01% | 42 |
|
|
2023
Q1 | $2.16M | Hold |
7,720
| – | – | 0.99% | 41 |
|
|
2022
Q4 | $2.03M | Buy |
7,720
+96
| +1% | +$25.3K | 0.98% | 42 |
|
|
2022
Q3 | $1.76M | Buy |
7,624
+48
| +0.6% | +$11.1K | 0.92% | 43 |
|
|
2022
Q2 | $1.87M | Sell |
7,576
-20
| -0.3% | -$4.94K | 0.91% | 47 |
|
|
2022
Q1 | $1.88M | Buy |
7,596
+320
| +4% | +$79.1K | 0.78% | 48 |
|
|
2021
Q4 | $1.95M | Buy |
7,276
+15
| +0.2% | +$4.02K | 0.78% | 47 |
|
|
2021
Q3 | $1.75M | Buy |
7,261
+3,530
| +95% | +$851K | 0.72% | 52 |
|
|
2021
Q2 | $862K | Buy |
3,731
+1,534
| +70% | +$354K | 0.36% | 62 |
|
|
2021
Q1 | $492K | Buy |
2,197
+50
| +2% | +$11.2K | 0.23% | 67 |
|
|
2020
Q4 | $461K | Buy |
2,147
+610
| +40% | +$131K | 0.23% | 68 |
|
|
2020
Q3 | $337K | Buy |
1,537
+142
| +10% | +$31.1K | 0.19% | 68 |
|
|
2020
Q2 | $257K | Buy |
+1,395
| New | +$257K | 0.16% | 69 |
|
|
2019
Q4 | – | Sell |
-1,010
| Closed | -$217K | – | 80 |
|
|
2019
Q3 | $217K | Hold |
1,010
| – | – | 0.14% | 68 |
|
|
2019
Q2 | $210K | Buy |
+1,010
| New | +$210K | 0.14% | 66 |
|