ProVise Management 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 | $874K | Sell |
2,991
-194
| -6% | -$56.7K | 0.07% | 138 |
|
|
2025
Q1 | $995K | Sell |
3,185
-109
| -3% | -$34K | 0.08% | 130 |
|
|
2024
Q4 | $955K | Sell |
3,294
-1,683
| -34% | -$488K | 0.08% | 132 |
|
|
2024
Q3 | $1.52M | Sell |
4,977
-430
| -8% | -$131K | 0.12% | 128 |
|
|
2024
Q2 | $1.38M | Sell |
5,407
-2,295
| -30% | -$585K | 0.12% | 128 |
|
|
2024
Q1 | $2.17M | Sell |
7,702
-766
| -9% | -$216K | 0.19% | 110 |
|
|
2023
Q4 | $2.51M | Buy |
8,468
+1
| +0% | +$297 | 0.21% | 114 |
|
|
2023
Q3 | $2.23M | Sell |
8,467
-53
| -0.6% | -$14K | 0.21% | 111 |
|
|
2023
Q2 | $2.54M | Sell |
8,520
-826
| -9% | -$246K | 0.23% | 105 |
|
|
2023
Q1 | $2.61M | Sell |
9,346
-334
| -3% | -$93.4K | 0.25% | 99 |
|
|
2022
Q4 | $2.55M | Sell |
9,680
-115
| -1% | -$30.3K | 0.26% | 99 |
|
|
2022
Q3 | $2.26M | Sell |
9,795
-18,030
| -65% | -$4.16M | 0.25% | 102 |
|
|
2022
Q2 | $6.87M | Sell |
27,825
-3,309
| -11% | -$817K | 0.73% | 43 |
|
|
2022
Q1 | $7.7M | Buy |
31,134
+324
| +1% | +$80.1K | 0.73% | 40 |
|
|
2021
Q4 | $8.26M | Sell |
30,810
-149
| -0.5% | -$39.9K | 0.75% | 37 |
|
|
2021
Q3 | $7.47M | Buy |
30,959
+311
| +1% | +$75K | 0.74% | 36 |
|
|
2021
Q2 | $7.08M | Sell |
30,648
-1,976
| -6% | -$456K | 0.72% | 37 |
|
|
2021
Q1 | $7.31M | Buy |
32,624
+1,135
| +4% | +$254K | 0.79% | 32 |
|
|
2020
Q4 | $6.76M | Buy |
31,489
+1,013
| +3% | +$217K | 0.78% | 35 |
|
|
2020
Q3 | $6.69M | Buy |
30,476
+893
| +3% | +$196K | 0.89% | 31 |
|
|
2020
Q2 | $5.46M | Buy |
29,583
+15,681
| +113% | +$2.89M | 0.78% | 37 |
|
|
2020
Q1 | $2.3M | Buy |
13,902
+6,269
| +82% | +$1.04M | 0.39% | 77 |
|
|
2019
Q4 | $1.51M | Sell |
7,633
-16
| -0.2% | -$3.16K | 0.19% | 123 |
|
|
2019
Q3 | $1.64M | Sell |
7,649
-86
| -1% | -$18.5K | 0.22% | 118 |
|
|
2019
Q2 | $1.61M | Sell |
7,735
-28
| -0.4% | -$5.81K | 0.22% | 118 |
|
|
2019
Q1 | $1.47M | Sell |
7,763
-2,383
| -23% | -$452K | 0.21% | 120 |
|
|
2018
Q4 | $1.8M | Buy |
10,146
+4
| +0% | +$710 | 0.28% | 94 |
|
|
2018
Q3 | $1.7M | Buy |
10,142
+245
| +2% | +$41K | 0.22% | 117 |
|
|
2018
Q2 | $1.55K | Sell |
9,897
-332
| -3% | -$52 | 0.12% | 134 |
|
|
2018
Q1 | $1.6M | Buy |
10,229
+1,094
| +12% | +$171K | 0.24% | 111 |
|
|
2017
Q4 | $1.57M | Buy |
9,135
+4
| +0% | +$688 | 0.23% | 114 |
|
|
2017
Q3 | $1.43M | Buy |
9,131
+203
| +2% | +$31.8K | 0.21% | 117 |
|
|
2017
Q2 | $1.37M | Buy |
8,928
+1,311
| +17% | +$201K | 0.21% | 123 |
|
|
2017
Q1 | $988K | Buy |
7,617
+588
| +8% | +$76.3K | 0.16% | 148 |
|
|
2016
Q4 | $855K | Hold |
7,029
| – | – | 0.15% | 160 |
|
|
2016
Q3 | $811K | Sell |
7,029
-2,222
| -24% | -$256K | 0.14% | 163 |
|
|
2016
Q2 | $1.11M | Buy |
9,251
+2,025
| +28% | +$244K | 0.2% | 127 |
|
|
2016
Q1 | $908K | Buy |
7,226
+500
| +7% | +$62.8K | 0.19% | 128 |
|
|
2015
Q4 | $795K | Buy |
6,726
+1,000
| +17% | +$118K | 0.17% | 146 |
|
|
2015
Q3 | $564K | Sell |
5,726
-160
| -3% | -$15.8K | 0.13% | 163 |
|
|
2015
Q2 | $559K | Sell |
5,886
-24,547
| -81% | -$2.33M | 0.12% | 170 |
|
|
2015
Q1 | $2.97M | Sell |
30,433
-2,823
| -8% | -$275K | 0.63% | 43 |
|
|
2014
Q4 | $3.12M | Sell |
33,256
-1,255
| -4% | -$118K | 0.67% | 38 |
|
|
2014
Q3 | $3.27M | Sell |
34,511
-8,626
| -20% | -$818K | 0.71% | 34 |
|
|
2014
Q2 | $4.35M | Buy |
43,137
+2,662
| +7% | +$268K | 0.94% | 23 |
|
|
2014
Q1 | $3.97M | Buy |
40,475
+9,088
| +29% | +$891K | 0.96% | 23 |
|
|
2013
Q4 | $3.05M | Buy |
31,387
+2,752
| +10% | +$267K | 0.79% | 26 |
|
|
2013
Q3 | $2.76M | Buy |
28,635
+3,631
| +15% | +$349K | 0.78% | 23 |
|
|
2013
Q2 | $2.48M | Buy |
+25,004
| New | +$2.48M | 0.73% | 22 |
|