Plancorp LLC’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 | $3.29M | Buy |
11,245
+545
| +5% | +$159K | 0.11% | 74 |
|
|
2025
Q1 | $3.34M | Buy |
10,700
+782
| +8% | +$244K | 0.13% | 66 |
|
|
2024
Q4 | $2.88M | Buy |
9,918
+503
| +5% | +$146K | 0.12% | 63 |
|
|
2024
Q3 | $2.87M | Buy |
9,415
+19
| +0.2% | +$5.79K | 0.12% | 64 |
|
|
2024
Q2 | $2.39M | Sell |
9,396
-218
| -2% | -$55.6K | 0.1% | 73 |
|
|
2024
Q1 | $2.71M | Buy |
9,614
+138
| +1% | +$38.9K | 0.12% | 66 |
|
|
2023
Q4 | $2.81M | Sell |
9,476
-189
| -2% | -$56K | 0.13% | 59 |
|
|
2023
Q3 | $2.55M | Buy |
9,665
+628
| +7% | +$165K | 0.14% | 58 |
|
|
2023
Q2 | $2.7M | Buy |
9,037
+396
| +5% | +$118K | 0.15% | 51 |
|
|
2023
Q1 | $2.42M | Buy |
8,641
+115
| +1% | +$32.2K | 0.14% | 59 |
|
|
2022
Q4 | $2.25M | Sell |
8,526
-186
| -2% | -$49K | 0.13% | 60 |
|
|
2022
Q3 | $2.01M | Buy |
8,712
+73
| +0.8% | +$16.8K | 0.13% | 59 |
|
|
2022
Q2 | $2.13M | Buy |
8,639
+584
| +7% | +$144K | 0.13% | 60 |
|
|
2022
Q1 | $1.99M | Sell |
8,055
-2,443
| -23% | -$604K | 0.13% | 66 |
|
|
2021
Q4 | $2.81M | Buy |
10,498
+4,920
| +88% | +$1.32M | 0.18% | 49 |
|
|
2021
Q3 | $1.35M | Buy |
5,578
+88
| +2% | +$21.2K | 0.09% | 75 |
|
|
2021
Q2 | $1.27M | Sell |
5,490
-12
| -0.2% | -$2.77K | 0.1% | 76 |
|
|
2021
Q1 | $1.23M | Buy |
5,502
+28
| +0.5% | +$6.28K | 0.27% | 64 |
|
|
2020
Q4 | $1.18M | Buy |
5,474
+260
| +5% | +$55.8K | 0.29% | 61 |
|
|
2020
Q3 | $1.14M | Sell |
5,214
-366
| -7% | -$80.3K | 0.35% | 54 |
|
|
2020
Q2 | $1.03M | Buy |
5,580
+143
| +3% | +$26.4K | 0.31% | 57 |
|
|
2020
Q1 | $899K | Sell |
5,437
-270
| -5% | -$44.6K | 0.35% | 56 |
|
|
2019
Q4 | $1.13M | Sell |
5,707
-24
| -0.4% | -$4.74K | 0.35% | 57 |
|
|
2019
Q3 | $1.23M | Sell |
5,731
-1
| -0% | -$215 | 0.47% | 41 |
|
|
2019
Q2 | $1.19M | Sell |
5,732
-258
| -4% | -$53.6K | 0.47% | 45 |
|
|
2019
Q1 | $1.14M | Buy |
5,990
+451
| +8% | +$85.7K | 0.43% | 54 |
|
|
2018
Q4 | $983K | Sell |
5,539
-21
| -0.4% | -$3.73K | 0.45% | 52 |
|
|
2018
Q3 | $930K | Buy |
5,560
+101
| +2% | +$16.9K | 0.37% | 61 |
|
|
2018
Q2 | $855K | Buy |
5,459
+11
| +0.2% | +$1.72K | 0.34% | 62 |
|
|
2018
Q1 | $850K | Sell |
5,448
-175
| -3% | -$27.3K | 0.27% | 63 |
|
|
2017
Q4 | $970K | Sell |
5,623
-120
| -2% | -$20.7K | 0.32% | 57 |
|
|
2017
Q3 | $900K | Sell |
5,743
-54
| -0.9% | -$8.46K | 0.27% | 60 |
|
|
2017
Q2 | $886K | Sell |
5,797
-263
| -4% | -$40.2K | 0.26% | 61 |
|
|
2017
Q1 | $786K | Buy |
6,060
+297
| +5% | +$38.5K | 0.23% | 64 |
|
|
2016
Q4 | $702K | Buy |
+5,763
| New | +$702K | 0.2% | 70 |
|
|
2016
Q1 | – | Sell |
-2,456
| Closed | -$290K | – | 64 |
|
|
2015
Q4 | $290K | Hold |
2,456
| – | – | 0.35% | 58 |
|
|
2015
Q3 | $242K | Hold |
2,456
| – | – | 0.22% | 82 |
|
|
2015
Q2 | $233K | Sell |
2,456
-3,385
| -58% | -$321K | 0.22% | 68 |
|
|
2015
Q1 | $569K | Buy |
5,841
+3,385
| +138% | +$330K | 0.57% | 45 |
|
|
2014
Q4 | $230K | Sell |
2,456
-1,657
| -40% | -$155K | 0.24% | 64 |
|
|
2014
Q3 | $388K | Buy |
4,113
+1,657
| +67% | +$156K | 0.41% | 57 |
|
|
2014
Q2 | $247K | Sell |
2,456
-4,717
| -66% | -$474K | 0.22% | 65 |
|
|
2014
Q1 | $702K | Buy |
7,173
+3,010
| +72% | +$295K | 0.48% | 42 |
|
|
2013
Q4 | $403K | Buy |
+4,163
| New | +$403K | 0.35% | 59 |
|