Pettinga Financial 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 | $417K | Buy |
1,427
+1
| +0.1% | +$292 | 0.09% | 94 |
|
|
2025
Q1 | $445K | Buy |
1,426
+1
| +0.1% | +$312 | 0.1% | 83 |
|
|
2024
Q4 | $413K | Hold |
1,425
| – | – | 0.09% | 91 |
|
|
2024
Q3 | $434K | Buy |
1,425
+1
| +0.1% | +$304 | 0.1% | 85 |
|
|
2024
Q2 | $363K | Buy |
1,424
+1
| +0.1% | +$255 | 0.09% | 88 |
|
|
2024
Q1 | $401K | Hold |
1,423
| – | – | 0.1% | 85 |
|
|
2023
Q4 | $422K | Buy |
1,423
+1
| +0.1% | +$296 | 0.11% | 82 |
|
|
2023
Q3 | $375K | Sell |
1,422
-17
| -1% | -$4.48K | 0.11% | 75 |
|
|
2023
Q2 | $429K | Sell |
1,439
-12
| -0.8% | -$3.58K | 0.13% | 69 |
|
|
2023
Q1 | $406K | Buy |
1,451
+6
| +0.4% | +$1.68K | 0.13% | 72 |
|
|
2022
Q4 | $381K | Hold |
1,445
| – | – | 0.12% | 76 |
|
|
2022
Q3 | $333K | Buy |
1,445
+1
| +0.1% | +$230 | 0.11% | 74 |
|
|
2022
Q2 | $357K | Hold |
1,444
| – | – | 0.11% | 79 |
|
|
2022
Q1 | $357K | Buy |
1,444
+1
| +0.1% | +$247 | 0.09% | 82 |
|
|
2021
Q4 | $387K | Sell |
1,443
-535
| -27% | -$143K | 0.09% | 82 |
|
|
2021
Q3 | $477K | Sell |
1,978
-109
| -5% | -$26.3K | 0.12% | 70 |
|
|
2021
Q2 | $482K | Sell |
2,087
-27
| -1% | -$6.24K | 0.13% | 70 |
|
|
2021
Q1 | $474K | Hold |
2,114
| – | – | 0.14% | 66 |
|
|
2020
Q4 | $454K | Sell |
2,114
-56
| -3% | -$12K | 0.16% | 58 |
|
|
2020
Q3 | $476K | Hold |
2,170
| – | – | 0.2% | 49 |
|
|
2020
Q2 | $400K | Buy |
2,170
+101
| +5% | +$18.6K | 0.19% | 52 |
|
|
2020
Q1 | $342K | Hold |
2,069
| – | – | 0.23% | 56 |
|
|
2019
Q4 | $409K | Hold |
2,069
| – | – | 0.22% | 57 |
|
|
2019
Q3 | $444K | Hold |
2,069
| – | – | 0.24% | 60 |
|
|
2019
Q2 | $430K | Hold |
2,069
| – | – | 0.22% | 59 |
|
|
2019
Q1 | $393K | Hold |
2,069
| – | – | 0.21% | 62 |
|
|
2018
Q4 | $367K | Buy |
+2,069
| New | +$367K | 0.24% | 61 |
|