Resonant 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 | $3.66M | Buy |
12,525
+542
| +5% | +$158K | 0.23% | 81 |
|
2025
Q1 | $3.74M | Buy |
11,983
+394
| +3% | +$123K | 0.26% | 77 |
|
2024
Q4 | $3.36M | Sell |
11,589
-144
| -1% | -$41.7K | 0.25% | 76 |
|
2024
Q3 | $3.57M | Buy |
11,733
+181
| +2% | +$55.1K | 0.26% | 74 |
|
2024
Q2 | $2.94M | Buy |
11,552
+261
| +2% | +$66.5K | 0.24% | 80 |
|
2024
Q1 | $3.18M | Buy |
11,291
+234
| +2% | +$66K | 0.27% | 81 |
|
2023
Q4 | $3.28M | Sell |
11,057
-613
| -5% | -$182K | 0.32% | 67 |
|
2023
Q3 | $3.07M | Buy |
11,670
+101
| +0.9% | +$26.6K | 0.33% | 70 |
|
2023
Q2 | $3.45M | Sell |
11,569
-259
| -2% | -$77.3K | 0.38% | 62 |
|
2023
Q1 | $3.31M | Sell |
11,828
-454
| -4% | -$127K | 0.38% | 65 |
|
2022
Q4 | $3.24M | Buy |
12,282
+842
| +7% | +$222K | 0.4% | 64 |
|
2022
Q3 | $2.64M | Buy |
11,440
+131
| +1% | +$30.2K | 0.4% | 70 |
|
2022
Q2 | $2.79M | Buy |
11,309
+52
| +0.5% | +$12.8K | 0.44% | 66 |
|
2022
Q1 | $2.81M | Buy |
11,257
+594
| +6% | +$148K | 0.42% | 64 |
|
2021
Q4 | $2.86M | Buy |
10,663
+981
| +10% | +$263K | 0.43% | 56 |
|
2021
Q3 | $2.33M | Buy |
9,682
+870
| +10% | +$210K | 0.41% | 58 |
|
2021
Q2 | $2.04M | Buy |
8,812
+160
| +2% | +$37K | 0.39% | 57 |
|
2021
Q1 | $1.94M | Buy |
8,652
+931
| +12% | +$209K | 0.4% | 56 |
|
2020
Q4 | $1.66M | Buy |
7,721
+176
| +2% | +$37.8K | 0.39% | 55 |
|
2020
Q3 | $1.66M | Sell |
7,545
-177
| -2% | -$38.8K | 0.47% | 41 |
|
2020
Q2 | $1.43M | Sell |
7,722
-1,849
| -19% | -$341K | 0.41% | 53 |
|
2020
Q1 | $1.58M | Buy |
9,571
+619
| +7% | +$102K | 0.58% | 55 |
|
2019
Q4 | $1.77M | Buy |
+8,952
| New | +$1.77M | 0.56% | 58 |
|