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