RIA
Regal Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88M | Sell |
20,125
-1,455
| -7% | -$425K | 0.44% | 60 |
|
|
2025
Q1 | $6.74M | Sell |
21,580
-8,730
| -29% | -$2.73M | 0.55% | 46 |
|
|
2024
Q4 | $8.79M | Sell |
30,310
-152
| -0.5% | -$44.1K | 0.66% | 36 |
|
|
2024
Q3 | $9.28M | Buy |
30,462
+283
| +0.9% | +$86.2K | 0.65% | 31 |
|
|
2024
Q2 | $7.69M | Buy |
30,179
+891
| +3% | +$227K | 0.5% | 49 |
|
|
2024
Q1 | $8.26M | Sell |
29,288
-1,412
| -5% | -$398K | 0.56% | 41 |
|
|
2023
Q4 | $9.1M | Buy |
30,700
+1,056
| +4% | +$313K | 0.69% | 32 |
|
|
2023
Q3 | $7.81M | Buy |
29,644
+1,816
| +7% | +$478K | 0.66% | 34 |
|
|
2023
Q2 | $8.3M | Sell |
27,828
-233
| -0.8% | -$69.5K | 0.7% | 32 |
|
|
2023
Q1 | $7.85M | Buy |
28,061
+1,079
| +4% | +$302K | 0.69% | 32 |
|
|
2022
Q4 | $7.11M | Buy |
26,982
+1,240
| +5% | +$327K | 0.69% | 35 |
|
|
2022
Q3 | $5.94M | Buy |
25,742
+2,146
| +9% | +$495K | 0.63% | 40 |
|
|
2022
Q2 | $5.83M | Buy |
23,596
+1,541
| +7% | +$380K | 0.61% | 41 |
|
|
2022
Q1 | $5.45M | Buy |
22,055
+306
| +1% | +$75.7K | 0.5% | 52 |
|
|
2021
Q4 | $5.83M | Buy |
21,749
+671
| +3% | +$180K | 0.52% | 46 |
|
|
2021
Q3 | $5.08M | Buy |
21,078
+2,417
| +13% | +$583K | 0.49% | 52 |
|
|
2021
Q2 | $4.31M | Buy |
+18,661
| New | +$4.31M | 0.43% | 59 |
|
|
2021
Q1 | – | Sell |
-20,876
| Closed | -$4.48M | – | 265 |
|
|
2020
Q4 | $4.48M | Buy |
+20,876
| New | +$4.48M | 0.51% | 50 |
|
|
2020
Q3 | – | Sell |
-20,290
| Closed | -$3.74M | – | 158 |
|
|
2020
Q2 | $3.74M | Buy |
+20,290
| New | +$3.74M | 0.69% | 37 |
|
|
2020
Q1 | – | Sell |
-20,157
| Closed | -$3.98M | – | 194 |
|
|
2019
Q4 | $3.98M | Sell |
20,157
-350
| -2% | -$69.2K | 0.72% | 32 |
|
|
2019
Q3 | $4.4M | Sell |
20,507
-3,156
| -13% | -$678K | 0.86% | 27 |
|
|
2019
Q2 | $4.91M | Sell |
23,663
-1,898
| -7% | -$394K | 0.96% | 27 |
|
|
2019
Q1 | $4.85M | Sell |
25,561
-2,014
| -7% | -$382K | 0.99% | 23 |
|
|
2018
Q4 | $4.9M | Sell |
27,575
-3,194
| -10% | -$567K | 1.07% | 22 |
|
|
2018
Q3 | $5.15M | Buy |
30,769
+6,224
| +25% | +$1.04M | 1.08% | 25 |
|
|
2018
Q2 | $3.85M | Sell |
24,545
-10,550
| -30% | -$1.65M | 1.17% | 18 |
|
|
2018
Q1 | $5.49M | Sell |
35,095
-42
| -0.1% | -$6.57K | 1.21% | 18 |
|
|
2017
Q4 | $6.05M | Buy |
35,137
+1,833
| +6% | +$316K | 1.35% | 12 |
|
|
2017
Q3 | $5.22M | Buy |
33,304
+1,197
| +4% | +$188K | 1.22% | 16 |
|
|
2017
Q2 | $4.92M | Sell |
32,107
-3,036
| -9% | -$465K | 1.22% | 17 |
|
|
2017
Q1 | $4.56M | Buy |
35,143
+905
| +3% | +$117K | 1.19% | 17 |
|
|
2016
Q4 | $4.17M | Buy |
34,238
+1,308
| +4% | +$159K | 1.15% | 16 |
|
|
2016
Q3 | $3.8M | Buy |
32,930
+2,889
| +10% | +$333K | 1.08% | 19 |
|
|
2016
Q2 | $3.62M | Buy |
30,041
+197
| +0.7% | +$23.7K | 0.99% | 23 |
|
|
2016
Q1 | $3.75M | Sell |
29,844
-2,490
| -8% | -$313K | 1.02% | 25 |
|
|
2015
Q4 | $3.82M | Buy |
32,334
+2,381
| +8% | +$281K | 0.99% | 22 |
|
|
2015
Q3 | $2.95M | Buy |
29,953
+3,657
| +14% | +$360K | 0.77% | 35 |
|
|
2015
Q2 | $2.5M | Buy |
26,296
+368
| +1% | +$35K | 0.68% | 58 |
|
|
2015
Q1 | $2.53M | Buy |
25,928
+4,621
| +22% | +$450K | 0.62% | 59 |
|
|
2014
Q4 | $2M | Buy |
21,307
+2,512
| +13% | +$235K | 0.54% | 69 |
|
|
2014
Q3 | $1.78M | Buy |
18,795
+1,836
| +11% | +$174K | 0.54% | 64 |
|
|
2014
Q2 | $1.71M | Buy |
16,959
+3,003
| +22% | +$302K | 0.61% | 62 |
|
|
2014
Q1 | $1.37M | Buy |
13,956
+2,198
| +19% | +$215K | 0.58% | 67 |
|
|
2013
Q4 | $1.14M | Sell |
11,758
-647
| -5% | -$62.8K | 0.65% | 66 |
|
|
2013
Q3 | $1.19M | Buy |
12,405
+312
| +3% | +$30K | 0.7% | 45 |
|
|
2013
Q2 | $1.2M | Buy |
+12,093
| New | +$1.2M | 0.66% | 38 |
|