Ranch Capital 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 | $422K | Sell |
1,446
-1,598
| -52% | -$467K | 0.18% | 107 |
|
|
2025
Q1 | $951K | Buy |
3,044
+1,551
| +104% | +$484K | 0.45% | 60 |
|
|
2024
Q4 | $433K | Buy |
1,493
+1
| +0.1% | +$290 | 0.2% | 102 |
|
|
2024
Q3 | $454K | Sell |
1,492
-227
| -13% | -$69.1K | 0.21% | 104 |
|
|
2024
Q2 | $438K | Buy |
1,719
+77
| +5% | +$19.6K | 0.23% | 104 |
|
|
2024
Q1 | $463K | Buy |
1,642
+2
| +0.1% | +$564 | 0.25% | 100 |
|
|
2023
Q4 | $486K | Sell |
1,640
-89
| -5% | -$26.4K | 0.3% | 93 |
|
|
2023
Q3 | $456K | Sell |
1,729
-105
| -6% | -$27.7K | 0.32% | 92 |
|
|
2023
Q2 | $547K | Hold |
1,834
| – | – | 0.39% | 80 |
|
|
2023
Q1 | $513K | Hold |
1,834
| – | – | 0.38% | 81 |
|
|
2022
Q4 | $483K | Buy |
1,834
+1
| +0.1% | +$263 | 0.38% | 80 |
|
|
2022
Q3 | $423K | Hold |
1,833
| – | – | 0.35% | 91 |
|
|
2022
Q2 | $452K | Buy |
1,833
+101
| +6% | +$24.9K | 0.35% | 89 |
|
|
2022
Q1 | $428K | Sell |
1,732
-199
| -10% | -$49.2K | 0.28% | 102 |
|
|
2021
Q4 | $518K | Hold |
1,931
| – | – | 0.34% | 90 |
|
|
2021
Q3 | $466K | Buy |
1,931
+72
| +4% | +$17.4K | 0.29% | 95 |
|
|
2021
Q2 | $429K | Hold |
1,859
| – | – | 0.26% | 105 |
|
|
2021
Q1 | $416K | Sell |
1,859
-21
| -1% | -$4.7K | 0.27% | 100 |
|
|
2020
Q4 | $403K | Buy |
1,880
+212
| +13% | +$45.4K | 0.29% | 92 |
|
|
2020
Q3 | $390K | Sell |
1,668
-99
| -6% | -$23.1K | 0.31% | 91 |
|
|
2020
Q2 | $360K | Sell |
1,767
-100
| -5% | -$20.4K | 0.28% | 91 |
|
|
2020
Q1 | $308K | Sell |
1,867
-9
| -0.5% | -$1.49K | 0.3% | 88 |
|
|
2019
Q4 | $371K | Sell |
1,876
-695
| -27% | -$137K | 0.3% | 94 |
|
|
2019
Q3 | $552K | Buy |
+2,571
| New | +$552K | 0.59% | 53 |
|