RKL Wealth Management’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 | $2.96M | Buy |
10,146
+562
| +6% | +$164K | 0.26% | 55 |
|
|
2025
Q1 | $2.99M | Sell |
9,584
-257
| -3% | -$80.3K | 0.28% | 53 |
|
|
2024
Q4 | $2.85M | Sell |
9,841
-264
| -3% | -$76.5K | 0.25% | 55 |
|
|
2024
Q3 | $3.08M | Sell |
10,105
-137
| -1% | -$41.7K | 0.28% | 49 |
|
|
2024
Q2 | $2.61M | Sell |
10,242
-271
| -3% | -$69.1K | 0.25% | 54 |
|
|
2024
Q1 | $2.96M | Buy |
10,513
+184
| +2% | +$51.9K | 0.29% | 48 |
|
|
2023
Q4 | $3.06M | Sell |
10,329
-779
| -7% | -$231K | 0.33% | 46 |
|
|
2023
Q3 | $2.93M | Buy |
11,108
+1,693
| +18% | +$446K | 0.36% | 44 |
|
|
2023
Q2 | $2.81M | Sell |
9,415
-310
| -3% | -$92.5K | 0.33% | 45 |
|
|
2023
Q1 | $2.72M | Sell |
9,725
-114
| -1% | -$31.9K | 0.34% | 44 |
|
|
2022
Q4 | $2.59M | Buy |
9,839
+48
| +0.5% | +$12.7K | 0.35% | 44 |
|
|
2022
Q3 | $2.26M | Sell |
9,791
-127
| -1% | -$29.3K | 0.33% | 46 |
|
|
2022
Q2 | $2.45M | Buy |
9,918
+138
| +1% | +$34.1K | 0.34% | 45 |
|
|
2022
Q1 | $2.42M | Sell |
9,780
-45
| -0.5% | -$11.1K | 0.29% | 51 |
|
|
2021
Q4 | $2.63M | Sell |
9,825
-712
| -7% | -$191K | 0.31% | 47 |
|
|
2021
Q3 | $2.54M | Sell |
10,537
-263
| -2% | -$63.4K | 0.32% | 46 |
|
|
2021
Q2 | $2.5M | Buy |
10,800
+116
| +1% | +$26.8K | 0.31% | 44 |
|
|
2021
Q1 | $2.4M | Sell |
10,684
-1,115
| -9% | -$250K | 0.32% | 45 |
|
|
2020
Q4 | $2.53M | Sell |
11,799
-233
| -2% | -$50K | 0.35% | 43 |
|
|
2020
Q3 | $2.64M | Sell |
12,032
-1,332
| -10% | -$292K | 0.42% | 40 |
|
|
2020
Q2 | $2.47M | Sell |
13,364
-302
| -2% | -$55.7K | 0.42% | 40 |
|
|
2020
Q1 | $2.26M | Sell |
13,666
-1,091
| -7% | -$180K | 0.47% | 40 |
|
|
2019
Q4 | $2.92M | Sell |
14,757
-709
| -5% | -$140K | 0.52% | 40 |
|
|
2019
Q3 | $3.32M | Sell |
15,466
-776
| -5% | -$167K | 0.63% | 36 |
|
|
2019
Q2 | $3.37M | Sell |
16,242
-498
| -3% | -$103K | 0.62% | 38 |
|
|
2019
Q1 | $3.18M | Sell |
16,740
-293
| -2% | -$55.7K | 0.62% | 38 |
|
|
2018
Q4 | $3.03M | Sell |
17,033
-959
| -5% | -$170K | 0.7% | 37 |
|
|
2018
Q3 | $3.01M | Sell |
17,992
-351
| -2% | -$58.8K | 0.64% | 35 |
|
|
2018
Q2 | $2.87M | Sell |
18,343
-1,168
| -6% | -$183K | 0.65% | 35 |
|
|
2018
Q1 | $3.05M | Sell |
19,511
-1,791
| -8% | -$280K | 0.72% | 35 |
|
|
2017
Q4 | $3.66M | Sell |
21,302
-5,040
| -19% | -$867K | 0.91% | 30 |
|
|
2017
Q3 | $4.13M | Sell |
26,342
-5,844
| -18% | -$916K | 1.16% | 26 |
|
|
2017
Q2 | $4.93M | Sell |
32,186
-5,681
| -15% | -$871K | 1.56% | 23 |
|
|
2017
Q1 | $4.91M | Sell |
37,867
-7,257
| -16% | -$941K | 1.97% | 24 |
|
|
2016
Q4 | $5.49M | Sell |
45,124
-2,850
| -6% | -$347K | 2.65% | 18 |
|
|
2016
Q3 | $5.53M | Buy |
47,974
+910
| +2% | +$105K | 2.79% | 20 |
|
|
2016
Q2 | $5.71M | Buy |
47,064
+1,707
| +4% | +$207K | 2.97% | 16 |
|
|
2016
Q1 | $5.7M | Buy |
45,357
+5,943
| +15% | +$747K | 3.27% | 14 |
|
|
2015
Q4 | $4.66K | Buy |
39,414
+3,176
| +9% | +$375 | 2.16% | 19 |
|
|
2015
Q3 | $3.57M | Buy |
36,238
+2,584
| +8% | +$255K | 2.25% | 21 |
|
|
2015
Q2 | $3.2M | Buy |
33,654
+3,375
| +11% | +$321K | 1.92% | 25 |
|
|
2015
Q1 | $2.95M | Sell |
30,279
-4,400
| -13% | -$429K | 1.79% | 24 |
|
|
2014
Q4 | $3.25M | Sell |
34,679
-1,892
| -5% | -$177K | 2.12% | 21 |
|
|
2014
Q3 | $3.47M | Sell |
36,571
-1,515
| -4% | -$144K | 2.42% | 19 |
|
|
2014
Q2 | $3.84M | Sell |
38,086
-30
| -0.1% | -$3.02K | 2.81% | 15 |
|
|
2014
Q1 | $3.74M | Buy |
+38,116
| New | +$3.74M | 2.83% | 14 |
|