Personal Capital Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.43M | Buy |
16,792
+4,527
| +37% | +$1.19M | 0.02% | 196 |
|
|
2022
Q3 | $2.83M | Buy |
12,265
+726
| +6% | +$168K | 0.02% | 196 |
|
|
2022
Q2 | $2.85M | Buy |
11,539
+4,436
| +62% | +$1.1M | 0.01% | 198 |
|
|
2022
Q1 | $1.76M | Sell |
7,103
-1,260
| -15% | -$311K | 0.01% | 223 |
|
|
2021
Q4 | $2.24M | Sell |
8,363
-413
| -5% | -$111K | 0.01% | 224 |
|
|
2021
Q3 | $2.12M | Buy |
8,776
+556
| +7% | +$134K | 0.01% | 221 |
|
|
2021
Q2 | $1.9M | Sell |
8,220
-30,693
| -79% | -$7.09M | 0.01% | 227 |
|
|
2021
Q1 | $8.72M | Buy |
38,913
+1,845
| +5% | +$414K | 0.05% | 171 |
|
|
2020
Q4 | $7.95M | Buy |
37,068
+2,100
| +6% | +$451K | 0.05% | 158 |
|
|
2020
Q3 | $7.68M | Sell |
34,968
-457
| -1% | -$100K | 0.06% | 142 |
|
|
2020
Q2 | $6.54M | Sell |
35,425
-36
| -0.1% | -$6.64K | 0.05% | 144 |
|
|
2020
Q1 | $5.85M | Sell |
35,461
-4,574
| -11% | -$754K | 0.06% | 149 |
|
|
2019
Q4 | $7.91M | Buy |
40,035
+1,254
| +3% | +$248K | 0.07% | 132 |
|
|
2019
Q3 | $8.33M | Sell |
38,781
-32
| -0.1% | -$6.87K | 0.08% | 131 |
|
|
2019
Q2 | $8.06M | Buy |
38,813
+1,648
| +4% | +$342K | 0.08% | 128 |
|
|
2019
Q1 | $7.06M | Buy |
37,165
+487
| +1% | +$92.5K | 0.08% | 127 |
|
|
2018
Q4 | $6.51M | Sell |
36,678
-710
| -2% | -$126K | 0.09% | 127 |
|
|
2018
Q3 | $6.26M | Buy |
37,388
+58
| +0.2% | +$9.7K | 0.08% | 125 |
|
|
2018
Q2 | $5.85M | Sell |
37,330
-630
| -2% | -$98.7K | 0.08% | 124 |
|
|
2018
Q1 | $5.94M | Sell |
37,960
-584
| -2% | -$91.3K | 0.09% | 125 |
|
|
2017
Q4 | $6.63M | Sell |
38,544
-1,069
| -3% | -$184K | 0.11% | 122 |
|
|
2017
Q3 | $6.21M | Sell |
39,613
-2,803
| -7% | -$439K | 0.12% | 116 |
|
|
2017
Q2 | $6.5M | Sell |
42,416
-1,935
| -4% | -$296K | 0.14% | 109 |
|
|
2017
Q1 | $5.71M | Buy |
44,351
+3,681
| +9% | +$474K | 0.14% | 107 |
|
|
2016
Q4 | $4.95M | Buy |
40,670
+6,369
| +19% | +$775K | 0.15% | 111 |
|
|
2016
Q3 | $3.94M | Buy |
34,301
+5,805
| +20% | +$666K | 0.13% | 108 |
|
|
2016
Q2 | $3.43M | Buy |
28,496
+5,928
| +26% | +$713K | 0.13% | 105 |
|
|
2016
Q1 | $2.84M | Buy |
22,568
+2,626
| +13% | +$330K | 0.13% | 98 |
|
|
2015
Q4 | $2.36M | Buy |
19,942
+3,141
| +19% | +$371K | 0.13% | 100 |
|
|
2015
Q3 | $1.66M | Buy |
16,801
+2,480
| +17% | +$244K | 0.11% | 99 |
|
|
2015
Q2 | $1.39M | Sell |
14,321
-82,473
| -85% | -$7.99M | 0.1% | 106 |
|
|
2015
Q1 | $9.43M | Buy |
96,794
+18,081
| +23% | +$1.76M | 0.76% | 39 |
|
|
2014
Q4 | $7.38M | Buy |
78,713
+16,091
| +26% | +$1.51M | 0.75% | 48 |
|
|
2014
Q3 | $5.94M | Buy |
62,622
+14,801
| +31% | +$1.4M | 0.76% | 53 |
|
|
2014
Q2 | $4.82M | Buy |
47,821
+10,692
| +29% | +$1.08M | 0.8% | 54 |
|
|
2014
Q1 | $3.64M | Buy |
37,129
+11,931
| +47% | +$1.17M | 0.82% | 47 |
|
|
2013
Q4 | $2.45M | Buy |
+25,198
| New | +$2.45M | 0.78% | 65 |
|