RFG Advisory’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 | $3.61M | Buy |
12,342
+691
| +6% | +$202K | 0.08% | 187 |
|
|
2025
Q1 | $3.64M | Buy |
11,651
+1,105
| +10% | +$345K | 0.1% | 148 |
|
|
2024
Q4 | $3.06M | Sell |
10,546
-97
| -0.9% | -$28.1K | 0.09% | 183 |
|
|
2024
Q3 | $3.24M | Sell |
10,643
-1,171
| -10% | -$357K | 0.1% | 161 |
|
|
2024
Q2 | $3.01M | Buy |
11,814
+1,729
| +17% | +$441K | 0.1% | 160 |
|
|
2024
Q1 | $2.84M | Sell |
10,085
-994
| -9% | -$280K | 0.1% | 164 |
|
|
2023
Q4 | $3.29M | Buy |
11,079
+384
| +4% | +$114K | 0.13% | 130 |
|
|
2023
Q3 | $2.82M | Buy |
10,695
+502
| +5% | +$132K | 0.13% | 129 |
|
|
2023
Q2 | $3.04M | Sell |
10,193
-537
| -5% | -$160K | 0.14% | 118 |
|
|
2023
Q1 | $3M | Buy |
10,730
+1,400
| +15% | +$391K | 0.15% | 120 |
|
|
2022
Q4 | $2.47M | Sell |
9,330
-276
| -3% | -$72.9K | 0.12% | 122 |
|
|
2022
Q3 | $2.67M | Buy |
9,606
+371
| +4% | +$103K | 0.15% | 126 |
|
|
2022
Q2 | $2.39M | Sell |
9,235
-237
| -3% | -$61.4K | 0.14% | 116 |
|
|
2022
Q1 | $2.34M | Sell |
9,472
-352
| -4% | -$87K | 0.15% | 94 |
|
|
2021
Q4 | $2.63M | Buy |
9,824
+354
| +4% | +$94.9K | 0.18% | 81 |
|
|
2021
Q3 | $2.28M | Buy |
9,470
+82
| +0.9% | +$19.8K | 0.19% | 90 |
|
|
2021
Q2 | $2.17M | Sell |
9,388
-17
| -0.2% | -$3.93K | 0.19% | 87 |
|
|
2021
Q1 | $2.11M | Buy |
9,405
+102
| +1% | +$22.9K | 0.23% | 73 |
|
|
2020
Q4 | $2.01M | Sell |
9,303
-895
| -9% | -$193K | 0.26% | 76 |
|
|
2020
Q3 | $2.24M | Buy |
10,198
+641
| +7% | +$141K | 0.31% | 66 |
|
|
2020
Q2 | $1.76M | Buy |
9,557
+99
| +1% | +$18.3K | 0.27% | 77 |
|
|
2020
Q1 | $1.56M | Buy |
9,458
+772
| +9% | +$128K | 0.29% | 70 |
|
|
2019
Q4 | $1.72M | Buy |
8,686
+539
| +7% | +$106K | 0.29% | 69 |
|
|
2019
Q3 | $1.75M | Buy |
8,147
+555
| +7% | +$119K | 0.35% | 61 |
|
|
2019
Q2 | $1.58M | Buy |
7,592
+474
| +7% | +$98.4K | 0.36% | 63 |
|
|
2019
Q1 | $1.36M | Buy |
7,118
+849
| +14% | +$162K | 0.35% | 62 |
|
|
2018
Q4 | $1.11M | Sell |
6,269
-1,287
| -17% | -$228K | 0.27% | 63 |
|
|
2018
Q3 | $1.26M | Buy |
7,556
+2,160
| +40% | +$361K | 0.33% | 68 |
|
|
2018
Q2 | $845K | Buy |
5,396
+2,219
| +70% | +$347K | 0.25% | 65 |
|
|
2018
Q1 | $497K | Buy |
3,177
+90
| +3% | +$14.1K | 0.18% | 90 |
|
|
2017
Q4 | $537K | Buy |
3,087
+533
| +21% | +$92.7K | 0.25% | 89 |
|
|
2017
Q3 | $408K | Sell |
2,554
-432
| -14% | -$69K | 0.25% | 87 |
|
|
2017
Q2 | $464K | Sell |
2,986
-230
| -7% | -$35.7K | 0.32% | 59 |
|
|
2017
Q1 | $419K | Buy |
3,216
+1,095
| +52% | +$143K | 0.32% | 74 |
|
|
2016
Q4 | $241K | Hold |
2,121
| – | – | 0.23% | 75 |
|
|
2016
Q3 | $241K | Buy |
+2,121
| New | +$241K | 0.22% | 76 |
|