Pinnacle Wealth Management Advisory 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 | $4.93M | Sell |
16,882
-1
| -0% | -$292 | 0.41% | 55 |
|
2025
Q1 | $5.27M | Buy |
16,883
+1
| +0% | +$312 | 0.49% | 51 |
|
2024
Q4 | $4.89M | Sell |
16,882
-147
| -0.9% | -$42.6K | 0.46% | 54 |
|
2024
Q3 | $5.19M | Sell |
17,029
-852
| -5% | -$259K | 0.5% | 50 |
|
2024
Q2 | $4.56M | Sell |
17,881
-725
| -4% | -$185K | 0.47% | 50 |
|
2024
Q1 | $5.25M | Buy |
18,606
+356
| +2% | +$100K | 0.56% | 42 |
|
2023
Q4 | $5.41M | Sell |
18,250
-316
| -2% | -$93.7K | 0.63% | 37 |
|
2023
Q3 | $4.89M | Buy |
18,566
+113
| +0.6% | +$29.8K | 0.63% | 38 |
|
2023
Q2 | $5.51M | Buy |
18,453
+170
| +0.9% | +$50.7K | 0.68% | 36 |
|
2023
Q1 | $5.11M | Sell |
18,283
-714
| -4% | -$200K | 0.69% | 35 |
|
2022
Q4 | $5.01M | Buy |
18,997
+712
| +4% | +$188K | 0.75% | 33 |
|
2022
Q3 | $4.22M | Buy |
18,285
+1,055
| +6% | +$243K | 0.7% | 35 |
|
2022
Q2 | $4.25M | Buy |
17,230
+1,111
| +7% | +$274K | 0.69% | 37 |
|
2022
Q1 | $3.99M | Buy |
16,119
+1,046
| +7% | +$259K | 0.57% | 49 |
|
2021
Q4 | $4.04M | Buy |
15,073
+4,456
| +42% | +$1.19M | 0.66% | 41 |
|
2021
Q3 | $2.56M | Sell |
10,617
-5
| -0% | -$1.21K | 0.6% | 43 |
|
2021
Q2 | $2.45M | Buy |
10,622
+600
| +6% | +$139K | 0.58% | 44 |
|
2021
Q1 | $2.25M | Sell |
10,022
-250
| -2% | -$56K | 0.63% | 40 |
|
2020
Q4 | $2.2M | Buy |
10,272
+496
| +5% | +$106K | 0.67% | 38 |
|
2020
Q3 | $2.15M | Buy |
9,776
+397
| +4% | +$87.1K | 0.75% | 35 |
|
2020
Q2 | $1.73M | Buy |
9,379
+1,435
| +18% | +$265K | 0.64% | 41 |
|
2020
Q1 | $1.31M | Buy |
7,944
+419
| +6% | +$69.3K | 0.64% | 44 |
|
2019
Q4 | $1.49M | Sell |
7,525
-233
| -3% | -$46K | 0.56% | 50 |
|
2019
Q3 | $1.67M | Sell |
7,758
-239
| -3% | -$51.3K | 0.7% | 41 |
|
2019
Q2 | $1.66M | Buy |
7,997
+160
| +2% | +$33.2K | 0.71% | 41 |
|
2019
Q1 | $1.49M | Sell |
7,837
-368
| -4% | -$69.9K | 0.67% | 44 |
|
2018
Q4 | $1.46M | Sell |
8,205
-1,278
| -13% | -$227K | 0.79% | 36 |
|
2018
Q3 | $1.59M | Buy |
9,483
+175
| +2% | +$29.3K | 0.78% | 33 |
|
2018
Q2 | $1.46M | Sell |
9,308
-398
| -4% | -$62.3K | 0.78% | 32 |
|
2018
Q1 | $1.52M | Sell |
9,706
-224
| -2% | -$35K | 0.86% | 27 |
|
2017
Q4 | $1.71M | Sell |
9,930
-104
| -1% | -$17.9K | 0.94% | 29 |
|
2017
Q3 | $1.57M | Sell |
10,034
-9
| -0.1% | -$1.41K | 0.91% | 29 |
|
2017
Q2 | $1.54M | Buy |
10,043
+316
| +3% | +$48.4K | 0.95% | 29 |
|
2017
Q1 | $1.26M | Buy |
9,727
+3
| +0% | +$389 | 0.87% | 35 |
|
2016
Q4 | $1.18M | Buy |
9,724
+341
| +4% | +$41.5K | 0.85% | 38 |
|
2016
Q3 | $1.08M | Hold |
9,383
| – | – | 0.82% | 39 |
|
2016
Q2 | $1.13M | Buy |
9,383
+955
| +11% | +$115K | 0.89% | 38 |
|
2016
Q1 | $1.06M | Sell |
8,428
-13
| -0.2% | -$1.63K | 0.94% | 35 |
|
2015
Q4 | $997K | Buy |
8,441
+66
| +0.8% | +$7.8K | 0.91% | 35 |
|
2015
Q3 | $825K | Buy |
8,375
+316
| +4% | +$31.1K | 0.8% | 42 |
|
2015
Q2 | $766K | Buy |
8,059
+716
| +10% | +$68.1K | 0.71% | 48 |
|
2015
Q1 | $716K | Sell |
7,343
-247
| -3% | -$24.1K | 0.64% | 53 |
|
2014
Q4 | $711K | Buy |
+7,590
| New | +$711K | 0.66% | 53 |
|