Principle Wealth Partners’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 | $19.9M | Buy |
68,208
+563
| +0.8% | +$164K | 1.24% | 14 |
|
|
2025
Q1 | $21.1M | Sell |
67,645
-134
| -0.2% | -$41.9K | 1.51% | 15 |
|
|
2024
Q4 | $19.6M | Sell |
67,779
-173
| -0.3% | -$50.2K | 1.38% | 14 |
|
|
2024
Q3 | $20.7M | Buy |
67,952
+209
| +0.3% | +$63.6K | 1.47% | 14 |
|
|
2024
Q2 | $17.3M | Sell |
67,743
-275
| -0.4% | -$70.1K | 1.31% | 14 |
|
|
2024
Q1 | $19.2M | Buy |
68,018
+55
| +0.1% | +$15.5K | 1.5% | 12 |
|
|
2023
Q4 | $20.2M | Buy |
67,963
+380
| +0.6% | +$113K | 1.73% | 10 |
|
|
2023
Q3 | $17.8M | Buy |
67,583
+5,294
| +8% | +$1.39M | 1.79% | 8 |
|
|
2023
Q2 | $18.6M | Buy |
62,289
+67
| +0.1% | +$20K | 1.87% | 10 |
|
|
2023
Q1 | $17.4M | Buy |
62,222
+179
| +0.3% | +$50.1K | 1.86% | 9 |
|
|
2022
Q4 | $16.4M | Sell |
62,043
-380
| -0.6% | -$100K | 1.85% | 12 |
|
|
2022
Q3 | $14.4K | Buy |
62,423
+33,863
| +119% | +$7.81K | 1.36% | 14 |
|
|
2022
Q2 | $7.05M | Sell |
28,560
-877
| -3% | -$217K | 0.85% | 24 |
|
|
2022
Q1 | $7.28M | Buy |
29,437
+1,518
| +5% | +$375K | 0.77% | 25 |
|
|
2021
Q4 | $7.48M | Buy |
27,919
+79
| +0.3% | +$21.2K | 0.79% | 23 |
|
|
2021
Q3 | $6.71M | Buy |
27,840
+133
| +0.5% | +$32.1K | 0.78% | 23 |
|
|
2021
Q2 | $6.4M | Buy |
27,707
+133
| +0.5% | +$30.7K | 0.73% | 27 |
|
|
2021
Q1 | $6.18M | Buy |
27,574
+1,497
| +6% | +$336K | 0.72% | 28 |
|
|
2020
Q4 | $5.6M | Buy |
26,077
+20,059
| +333% | +$4.3M | 0.74% | 28 |
|
|
2020
Q3 | $1.32M | Hold |
6,018
| – | – | 0.37% | 44 |
|
|
2020
Q2 | $1.11M | Hold |
6,018
| – | – | 0.33% | 49 |
|
|
2020
Q1 | $995K | Sell |
6,018
-74
| -1% | -$12.2K | 0.37% | 47 |
|
|
2019
Q4 | $1.2M | Hold |
6,092
| – | – | 0.38% | 51 |
|
|
2019
Q3 | $1.31M | Buy |
6,092
+500
| +9% | +$107K | 0.45% | 49 |
|
|
2019
Q2 | $1.16M | Buy |
5,592
+2,946
| +111% | +$612K | 0.6% | 41 |
|
|
2019
Q1 | $502K | Buy |
2,646
+1,162
| +78% | +$220K | 0.29% | 59 |
|
|
2018
Q4 | $264K | Buy |
+1,484
| New | +$264K | 0.22% | 88 |
|