Rational 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 | $170K | Sell |
581
-5,788
| -91% | -$1.69M | 0.02% | 113 |
|
|
2025
Q1 | $1.99M | Buy |
+6,369
| New | +$1.99M | 0.2% | 65 |
|
|
2024
Q2 | – | Sell |
-1,299
| Closed | -$366K | – | 219 |
|
|
2024
Q1 | $366K | Sell |
1,299
-417
| -24% | -$118K | 0.03% | 102 |
|
|
2023
Q4 | $509K | Buy |
1,716
+1,164
| +211% | +$345K | 0.05% | 89 |
|
|
2023
Q3 | $145K | Sell |
552
-7,744
| -93% | -$2.04M | 0.01% | 135 |
|
|
2023
Q2 | $2.48M | Buy |
8,296
+3,090
| +59% | +$922K | 0.2% | 53 |
|
|
2023
Q1 | $1.46M | Buy |
5,206
+5,007
| +2,516% | +$1.4M | 0.12% | 75 |
|
|
2022
Q4 | $52.4K | Buy |
199
+4
| +2% | +$1.05K | ﹤0.01% | 121 |
|
|
2022
Q3 | $45K | Buy |
195
+9
| +5% | +$2.08K | ﹤0.01% | 120 |
|
|
2022
Q2 | $46K | Buy |
186
+27
| +17% | +$6.68K | ﹤0.01% | 121 |
|
|
2022
Q1 | $39K | Buy |
159
+60
| +61% | +$14.7K | ﹤0.01% | 153 |
|
|
2021
Q4 | $27K | Sell |
99
-4,444
| -98% | -$1.21M | ﹤0.01% | 127 |
|
|
2021
Q3 | $1.1M | Buy |
+4,543
| New | +$1.1M | 0.09% | 91 |
|
|
2021
Q1 | – | Sell |
-460
| Closed | -$99K | – | 209 |
|
|
2020
Q4 | $99K | Sell |
460
-4,296
| -90% | -$925K | 0.03% | 161 |
|
|
2020
Q3 | $1.04M | Buy |
4,756
+4,627
| +3,587% | +$1.02M | 0.45% | 84 |
|
|
2020
Q2 | $24K | Buy |
+129
| New | +$24K | 0.01% | 257 |
|
|
2020
Q1 | – | Sell |
-2,915
| Closed | -$576K | – | 378 |
|
|
2019
Q4 | $576K | Sell |
2,915
-6,436
| -69% | -$1.27M | 0.27% | 104 |
|
|
2019
Q3 | $2.01M | Buy |
9,351
+8,955
| +2,261% | +$1.92M | 0.78% | 30 |
|
|
2019
Q2 | $82K | Sell |
396
-93
| -19% | -$19.3K | 0.03% | 297 |
|
|
2019
Q1 | $93K | Sell |
489
-21,346
| -98% | -$4.06M | 0.03% | 271 |
|
|
2018
Q4 | $3.88M | Buy |
21,835
+21,604
| +9,352% | +$3.83M | 1.21% | 20 |
|
|
2018
Q3 | $39K | Sell |
231
-1,304
| -85% | -$220K | 0.01% | 312 |
|
|
2018
Q2 | $240K | Sell |
1,535
-5,643
| -79% | -$882K | 0.11% | 177 |
|
|
2018
Q1 | $1.12M | Sell |
7,178
-3,981
| -36% | -$623K | 0.53% | 69 |
|
|
2017
Q4 | $1.92M | Buy |
11,159
+3,551
| +47% | +$611K | 1% | 13 |
|
|
2017
Q3 | $1.19M | Hold |
7,608
| – | – | 0.64% | 49 |
|
|
2017
Q2 | $1.17M | Sell |
7,608
-3,900
| -34% | -$597K | 0.73% | 37 |
|
|
2017
Q1 | $1.49M | Sell |
11,508
-312
| -3% | -$40.5K | 0.98% | 32 |
|
|
2016
Q4 | $1.44M | Sell |
11,820
-7,780
| -40% | -$946K | 1.37% | 15 |
|
|
2016
Q3 | $2.26M | Sell |
19,600
-16,925
| -46% | -$1.95M | 1.49% | 5 |
|
|
2016
Q2 | $4.4M | Buy |
36,525
+5,700
| +18% | +$686K | 3.05% | 7 |
|
|
2016
Q1 | $3.87M | Buy |
+30,825
| New | +$3.87M | 2.54% | 9 |
|
|
2015
Q3 | $1.59M | Hold |
16,174
| – | – | 0.64% | 63 |
|
|
2015
Q2 | $1.54M | Hold |
16,174
| – | – | 0.49% | 73 |
|
|
2015
Q1 | $1.58M | Buy |
16,174
+4,134
| +34% | +$403K | 0.38% | 91 |
|
|
2014
Q4 | $1.13M | Buy |
+12,040
| New | +$1.13M | 0.22% | 126 |
|
|
2013
Q4 | $1.98M | Buy |
20,435
+8,971
| +78% | +$871K | 0.17% | 192 |
|
|
2013
Q3 | $1.1M | Hold |
11,464
| – | – | 0.08% | 305 |
|
|
2013
Q2 | $1.14M | Buy |
+11,464
| New | +$1.14M | 0.1% | 306 |
|