Plante Moran 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 | $1.3M | Buy |
4,442
+874
| +24% | +$255K | 0.09% | 39 |
|
|
2025
Q1 | $1.11M | Sell |
3,568
-6,398
| -64% | -$2M | 0.1% | 37 |
|
|
2024
Q4 | $2.89M | Buy |
9,966
+1,275
| +15% | +$370K | 0.24% | 21 |
|
|
2024
Q3 | $2.65M | Sell |
8,691
-939
| -10% | -$286K | 0.23% | 24 |
|
|
2024
Q2 | $2.45M | Buy |
9,630
+88
| +0.9% | +$22.4K | 0.25% | 24 |
|
|
2024
Q1 | $2.69M | Sell |
9,542
-403
| -4% | -$114K | 0.29% | 21 |
|
|
2023
Q4 | $2.95M | Buy |
9,945
+209
| +2% | +$62K | 0.31% | 22 |
|
|
2023
Q3 | $2.56M | Sell |
9,736
-273
| -3% | -$71.9K | 0.31% | 23 |
|
|
2023
Q2 | $2.99M | Buy |
10,009
+267
| +3% | +$79.7K | 0.35% | 21 |
|
|
2023
Q1 | $2.72M | Sell |
9,742
-7,205
| -43% | -$2.01M | 0.37% | 21 |
|
|
2022
Q4 | $4.47M | Buy |
16,947
+128
| +0.8% | +$33.7K | 0.65% | 17 |
|
|
2022
Q3 | $3.88M | Sell |
16,819
-185
| -1% | -$42.7K | 0.66% | 16 |
|
|
2022
Q2 | $4.2M | Buy |
17,004
+845
| +5% | +$209K | 0.7% | 15 |
|
|
2022
Q1 | $4M | Buy |
16,159
+13,370
| +479% | +$3.31M | 0.75% | 15 |
|
|
2021
Q4 | $748K | Sell |
2,789
-596
| -18% | -$160K | 0.12% | 67 |
|
|
2021
Q3 | $816K | Buy |
3,385
+375
| +12% | +$90.4K | 0.18% | 62 |
|
|
2021
Q2 | $695K | Sell |
3,010
-16
| -0.5% | -$3.69K | 0.17% | 66 |
|
|
2021
Q1 | $678K | Buy |
3,026
+156
| +5% | +$35K | 0.19% | 63 |
|
|
2020
Q4 | $616K | Sell |
2,870
-388
| -12% | -$83.3K | 0.19% | 67 |
|
|
2020
Q3 | $715K | Sell |
3,258
-315
| -9% | -$69.1K | 0.25% | 54 |
|
|
2020
Q2 | $659K | Buy |
3,573
+371
| +12% | +$68.4K | 0.26% | 52 |
|
|
2020
Q1 | $529K | Buy |
3,202
+33
| +1% | +$5.45K | 0.24% | 62 |
|
|
2019
Q4 | $626K | Buy |
3,169
+394
| +14% | +$77.8K | 0.22% | 68 |
|
|
2019
Q3 | $596K | Buy |
2,775
+62
| +2% | +$13.3K | 0.17% | 76 |
|
|
2019
Q2 | $563K | Sell |
2,713
-312
| -10% | -$64.7K | 0.17% | 74 |
|
|
2019
Q1 | $574K | Sell |
3,025
-55
| -2% | -$10.4K | 0.18% | 68 |
|
|
2018
Q4 | $547K | Buy |
3,080
+698
| +29% | +$124K | 0.19% | 68 |
|
|
2018
Q3 | $399K | Sell |
2,382
-9,913
| -81% | -$1.66M | 0.13% | 91 |
|
|
2018
Q2 | $1.93M | Buy |
12,295
+9,361
| +319% | +$1.47M | 0.98% | 17 |
|
|
2018
Q1 | $459K | Sell |
2,934
-99
| -3% | -$15.5K | 0.25% | 76 |
|
|
2017
Q4 | $522K | Sell |
3,033
-1,134
| -27% | -$195K | 0.29% | 66 |
|
|
2017
Q3 | $653K | Sell |
4,167
-70
| -2% | -$11K | 0.39% | 57 |
|
|
2017
Q2 | $649K | Sell |
4,237
-308
| -7% | -$47.2K | 0.41% | 57 |
|
|
2017
Q1 | $589K | Buy |
4,545
+272
| +6% | +$35.2K | 0.36% | 63 |
|
|
2016
Q4 | $520K | Buy |
4,273
+774
| +22% | +$94.2K | 0.32% | 65 |
|
|
2016
Q3 | $404K | Buy |
3,499
+33
| +1% | +$3.81K | 0.27% | 80 |
|
|
2016
Q2 | $417K | Buy |
3,466
+158
| +5% | +$19K | 0.3% | 71 |
|
|
2016
Q1 | $416K | Sell |
3,308
-182
| -5% | -$22.9K | 0.32% | 69 |
|
|
2015
Q4 | $412K | Sell |
3,490
-147
| -4% | -$17.4K | 0.31% | 67 |
|
|
2015
Q3 | $358K | Sell |
3,637
-664
| -15% | -$65.4K | 0.28% | 71 |
|
|
2015
Q2 | $409K | Buy |
4,301
+1,144
| +36% | +$109K | 0.29% | 71 |
|
|
2015
Q1 | $308K | Sell |
3,157
-383
| -11% | -$37.4K | 0.21% | 84 |
|
|
2014
Q4 | $332K | Buy |
3,540
+107
| +3% | +$10K | 0.24% | 75 |
|
|
2014
Q3 | $326K | Sell |
3,433
-186
| -5% | -$17.7K | 0.29% | 66 |
|
|
2014
Q2 | $365K | Buy |
3,619
+1,197
| +49% | +$121K | 0.33% | 59 |
|
|
2014
Q1 | $237K | Sell |
2,422
-4,076
| -63% | -$399K | 0.26% | 66 |
|
|
2013
Q4 | $631K | Sell |
6,498
-1,167
| -15% | -$113K | 0.35% | 42 |
|
|
2013
Q3 | $737K | Sell |
7,665
-290
| -4% | -$27.9K | 0.45% | 30 |
|
|
2013
Q2 | $788K | Buy |
+7,955
| New | +$788K | 0.58% | 25 |
|