RIS
Retirement Income Solutions’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
1,439
-15
| -1% | -$4.38K | 0.08% | 92 |
|
|
2025
Q1 | $454K | Sell |
1,454
-33
| -2% | -$10.3K | 0.1% | 78 |
|
|
2024
Q4 | $431K | Sell |
1,487
-202
| -12% | -$58.6K | 0.09% | 83 |
|
|
2024
Q3 | $514K | Hold |
1,689
| – | – | 0.12% | 71 |
|
|
2024
Q2 | $430K | Buy |
1,689
+25
| +2% | +$6.37K | 0.1% | 80 |
|
|
2024
Q1 | $469K | Hold |
1,664
| – | – | 0.11% | 81 |
|
|
2023
Q4 | $493K | Sell |
1,664
-104
| -6% | -$30.8K | 0.12% | 74 |
|
|
2023
Q3 | $466K | Hold |
1,768
| – | – | 0.13% | 75 |
|
|
2023
Q2 | $528K | Hold |
1,768
| – | – | 0.14% | 72 |
|
|
2023
Q1 | $494K | Buy |
1,768
+600
| +51% | +$168K | 0.14% | 75 |
|
|
2022
Q4 | $308K | Sell |
1,168
-1,100
| -49% | -$290K | 0.1% | 93 |
|
|
2022
Q3 | $532K | Hold |
2,268
| – | – | 0.19% | 55 |
|
|
2022
Q2 | $560K | Sell |
2,268
-97
| -4% | -$24K | 0.2% | 56 |
|
|
2022
Q1 | $585K | Sell |
2,365
-70
| -3% | -$17.3K | 0.16% | 54 |
|
|
2021
Q4 | $653K | Sell |
2,435
-11
| -0.4% | -$2.95K | 0.17% | 53 |
|
|
2021
Q3 | $590K | Buy |
2,446
+70
| +3% | +$16.9K | 0.2% | 53 |
|
|
2021
Q2 | $549K | Sell |
2,376
-145
| -6% | -$33.5K | 0.19% | 56 |
|
|
2021
Q1 | $565K | Hold |
2,521
| – | – | 0.19% | 56 |
|
|
2020
Q4 | $541K | Sell |
2,521
-306
| -11% | -$65.7K | 0.2% | 58 |
|
|
2020
Q3 | $620K | Hold |
2,827
| – | – | 0.27% | 48 |
|
|
2020
Q2 | $521K | Sell |
2,827
-600
| -18% | -$111K | 0.22% | 52 |
|
|
2020
Q1 | $567K | Buy |
3,427
+9
| +0.3% | +$1.49K | 0.32% | 37 |
|
|
2019
Q4 | $675K | Sell |
3,418
-356
| -9% | -$70.3K | 0.28% | 38 |
|
|
2019
Q3 | $810K | Buy |
3,774
+243
| +7% | +$52.2K | 0.43% | 29 |
|
|
2019
Q2 | $733K | Hold |
3,531
| – | – | 0.39% | 28 |
|
|
2019
Q1 | $671K | Buy |
3,531
+1,100
| +45% | +$209K | 0.38% | 28 |
|
|
2018
Q4 | $432K | Buy |
2,431
+11
| +0.5% | +$1.96K | 0.28% | 41 |
|
|
2018
Q3 | $405K | Sell |
2,420
-75
| -3% | -$12.6K | 0.23% | 44 |
|
|
2018
Q2 | $391K | Buy |
2,495
+25
| +1% | +$3.92K | 0.24% | 45 |
|
|
2018
Q1 | $386K | Sell |
2,470
-725
| -23% | -$113K | 0.24% | 39 |
|
|
2017
Q4 | $550K | Buy |
+3,195
| New | +$550K | 0.32% | 33 |
|