SFA
Sequoia Financial Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.9M | Buy |
126,369
+7,946
| +7% | +$2.32M | 0.25% | 83 |
|
|
2025
Q1 | $37M | Buy |
118,423
+5,538
| +5% | +$1.73M | 0.29% | 78 |
|
|
2024
Q4 | $32.7M | Buy |
112,885
+30,641
| +37% | +$8.88M | 0.31% | 73 |
|
|
2024
Q3 | $25M | Buy |
82,244
+10,278
| +14% | +$3.13M | 0.27% | 85 |
|
|
2024
Q2 | $18.3M | Buy |
71,966
+4,964
| +7% | +$1.27M | 0.22% | 97 |
|
|
2024
Q1 | $18.9M | Buy |
67,002
+9,649
| +17% | +$2.72M | 0.23% | 91 |
|
|
2023
Q4 | $17M | Buy |
57,353
+35,309
| +160% | +$10.5M | 0.21% | 100 |
|
|
2023
Q3 | $5.81M | Sell |
22,044
-304
| -1% | -$80.1K | 0.1% | 141 |
|
|
2023
Q2 | $6.67M | Buy |
22,348
+5,588
| +33% | +$1.67M | 0.11% | 131 |
|
|
2023
Q1 | $4.69M | Sell |
16,760
-20,786
| -55% | -$5.81M | 0.1% | 146 |
|
|
2022
Q4 | $9.89M | Sell |
37,546
-6,287
| -14% | -$1.66M | 0.24% | 83 |
|
|
2022
Q3 | $10.1M | Sell |
43,833
-587
| -1% | -$135K | 0.32% | 57 |
|
|
2022
Q2 | $11M | Buy |
44,420
+935
| +2% | +$231K | 0.31% | 58 |
|
|
2022
Q1 | $10.8M | Buy |
43,485
+4,727
| +12% | +$1.17M | 0.27% | 75 |
|
|
2021
Q4 | $10.4M | Buy |
38,758
+27,189
| +235% | +$7.29M | 0.28% | 72 |
|
|
2021
Q3 | $2.79M | Sell |
11,569
-22,537
| -66% | -$5.44M | 0.28% | 56 |
|
|
2021
Q2 | $7.88M | Buy |
34,106
+3,922
| +13% | +$906K | 0.29% | 61 |
|
|
2021
Q1 | $6.77M | Buy |
30,184
+21,531
| +249% | +$4.83M | 0.28% | 54 |
|
|
2020
Q4 | $1.86M | Buy |
8,653
+1,436
| +20% | +$308K | 0.08% | 129 |
|
|
2020
Q3 | $1.58M | Sell |
7,217
-177
| -2% | -$38.8K | 0.08% | 123 |
|
|
2020
Q2 | $1.36M | Buy |
7,394
+1,645
| +29% | +$303K | 0.08% | 123 |
|
|
2020
Q1 | $951K | Sell |
5,749
-379
| -6% | -$62.7K | 0.07% | 126 |
|
|
2019
Q4 | $1.21M | Buy |
6,128
+282
| +5% | +$55.7K | 0.08% | 127 |
|
|
2019
Q3 | $1.26M | Sell |
5,846
-453
| -7% | -$97.2K | 0.09% | 113 |
|
|
2019
Q2 | $1.31M | Sell |
6,299
-221
| -3% | -$45.9K | 0.1% | 109 |
|
|
2019
Q1 | $1.24M | Buy |
6,520
+2,164
| +50% | +$411K | 0.1% | 108 |
|
|
2018
Q4 | $773K | Buy |
4,356
+531
| +14% | +$94.2K | 0.09% | 119 |
|
|
2018
Q3 | $640K | Sell |
3,825
-133
| -3% | -$22.3K | 0.06% | 143 |
|
|
2018
Q2 | $620K | Buy |
3,958
+277
| +8% | +$43.4K | 0.07% | 138 |
|
|
2018
Q1 | $576K | Sell |
3,681
-593
| -14% | -$92.8K | 0.06% | 149 |
|
|
2017
Q4 | $736K | Buy |
4,274
+564
| +15% | +$97.1K | 0.08% | 132 |
|
|
2017
Q3 | $581K | Buy |
3,710
+242
| +7% | +$37.9K | 0.07% | 139 |
|
|
2017
Q2 | $531K | Buy |
3,468
+1
| +0% | +$153 | 0.07% | 141 |
|
|
2017
Q1 | $449K | Buy |
3,467
+104
| +3% | +$13.5K | 0.06% | 150 |
|
|
2016
Q4 | $409K | Buy |
3,363
+501
| +18% | +$60.9K | 0.06% | 159 |
|
|
2016
Q3 | $330K | Sell |
2,862
-286
| -9% | -$33K | 0.06% | 160 |
|
|
2016
Q2 | $379K | Buy |
3,148
+177
| +6% | +$21.3K | 0.11% | 139 |
|
|
2016
Q1 | $373K | Buy |
2,971
+750
| +34% | +$94.2K | 0.12% | 117 |
|
|
2015
Q4 | $262K | Sell |
2,221
-92
| -4% | -$10.9K | 0.11% | 139 |
|
|
2015
Q3 | $228K | Sell |
2,313
-195
| -8% | -$19.2K | 0.1% | 147 |
|
|
2015
Q2 | $238K | Buy |
2,508
+430
| +21% | +$40.8K | 0.1% | 160 |
|
|
2015
Q1 | $202K | Sell |
2,078
-97
| -4% | -$9.43K | 0.09% | 173 |
|
|
2014
Q4 | $204K | Sell |
2,175
-244
| -10% | -$22.9K | 0.14% | 152 |
|
|
2014
Q3 | $229K | Sell |
2,419
-443
| -15% | -$41.9K | 0.16% | 142 |
|
|
2014
Q2 | $288K | Sell |
2,862
-569
| -17% | -$57.3K | 0.22% | 103 |
|
|
2014
Q1 | $336K | Sell |
3,431
-1,812
| -35% | -$177K | 0.28% | 92 |
|
|
2013
Q4 | $509K | Buy |
+5,243
| New | +$509K | 0.42% | 69 |
|