RBA Wealth Management’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 | $244K | Sell |
835
-6
| -0.7% | -$1.75K | 0.09% | 89 |
|
|
2025
Q1 | $263K | Sell |
841
-326
| -28% | -$102K | 0.1% | 82 |
|
|
2024
Q4 | $338K | Sell |
1,167
-147
| -11% | -$42.6K | 0.13% | 73 |
|
|
2024
Q3 | $400K | Sell |
1,314
-71
| -5% | -$21.6K | 0.15% | 67 |
|
|
2024
Q2 | $353K | Sell |
1,385
-14,268
| -91% | -$3.64M | 0.14% | 71 |
|
|
2024
Q1 | $4.41M | Buy |
15,653
+164
| +1% | +$46.2K | 1.79% | 25 |
|
|
2023
Q4 | $4.59M | Buy |
15,489
+392
| +3% | +$116K | 2% | 19 |
|
|
2023
Q3 | $3.98M | Buy |
15,097
+13,670
| +958% | +$3.6M | 1.91% | 23 |
|
|
2023
Q2 | $426K | Sell |
1,427
-99
| -6% | -$29.5K | 0.2% | 65 |
|
|
2023
Q1 | $427K | Sell |
1,526
-169
| -10% | -$47.3K | 0.21% | 65 |
|
|
2022
Q4 | $447K | Buy |
1,695
+60
| +4% | +$15.8K | 0.23% | 64 |
|
|
2022
Q3 | $377K | Sell |
1,635
-1
| -0.1% | -$231 | 0.22% | 64 |
|
|
2022
Q2 | $404K | Buy |
1,636
+119
| +8% | +$29.4K | 0.22% | 64 |
|
|
2022
Q1 | $375K | Sell |
1,517
-10
| -0.7% | -$2.47K | 0.18% | 74 |
|
|
2021
Q4 | $409K | Buy |
+1,527
| New | +$409K | 0.19% | 77 |
|
|
2021
Q2 | – | Sell |
-2,095
| Closed | -$470K | – | 185 |
|
|
2021
Q1 | $470K | Sell |
2,095
-14
| -0.7% | -$3.14K | 0.4% | 49 |
|
|
2020
Q4 | $453K | Buy |
2,109
+72
| +4% | +$15.5K | 0.27% | 77 |
|
|
2020
Q3 | $447K | Sell |
2,037
-9
| -0.4% | -$1.98K | 0.3% | 78 |
|
|
2020
Q2 | $377K | Sell |
2,046
-160
| -7% | -$29.5K | 0.27% | 82 |
|
|
2020
Q1 | $365K | Sell |
2,206
-89
| -4% | -$14.7K | 0.32% | 75 |
|
|
2019
Q4 | $453K | Sell |
2,295
-75
| -3% | -$14.8K | 0.31% | 71 |
|
|
2019
Q3 | $509K | Sell |
2,370
-30
| -1% | -$6.44K | 0.39% | 55 |
|
|
2019
Q2 | $498K | Sell |
2,400
-47
| -2% | -$9.75K | 0.38% | 55 |
|
|
2019
Q1 | $463K | Buy |
+2,447
| New | +$463K | 0.36% | 56 |
|