SevenBridge Financial Group’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 | $2.04M | Sell |
6,757
-366
| -5% | -$110K | 0.36% | 88 |
|
|
2025
Q1 | $2.22M | Sell |
7,123
-1,232
| -15% | -$384K | 0.44% | 76 |
|
|
2024
Q4 | $2.59M | Buy |
8,355
+915
| +12% | +$284K | 0.49% | 66 |
|
|
2024
Q3 | $2.24M | Buy |
7,440
+354
| +5% | +$107K | 0.43% | 66 |
|
|
2024
Q2 | $1.91M | Buy |
7,086
+431
| +6% | +$116K | 0.42% | 67 |
|
|
2024
Q1 | $1.8M | Buy |
6,655
+57
| +0.9% | +$15.4K | 0.41% | 71 |
|
|
2023
Q4 | $1.96M | Buy |
6,598
+470
| +8% | +$139K | 0.46% | 68 |
|
|
2023
Q3 | $1.61M | Buy |
6,128
+195
| +3% | +$51.4K | 0.42% | 70 |
|
|
2023
Q2 | $1.77M | Sell |
5,933
-76
| -1% | -$22.7K | 0.46% | 65 |
|
|
2023
Q1 | $1.68M | Sell |
6,009
-99
| -2% | -$27.7K | 0.46% | 63 |
|
|
2022
Q4 | $1.61M | Sell |
6,108
-60
| -1% | -$15.8K | 0.47% | 56 |
|
|
2022
Q3 | $1.42M | Sell |
6,168
-32
| -0.5% | -$7.38K | 0.48% | 56 |
|
|
2022
Q2 | $1.53M | Hold |
6,200
| – | – | 0.62% | 48 |
|
|
2022
Q1 | $1.53M | Sell |
6,200
-198
| -3% | -$49K | 0.54% | 51 |
|
|
2021
Q4 | $1.72M | Sell |
6,398
-40
| -0.6% | -$10.7K | 0.52% | 53 |
|
|
2021
Q3 | $1.55M | Sell |
6,438
-60
| -0.9% | -$14.5K | 0.52% | 53 |
|
|
2021
Q2 | $1.5M | Buy |
6,498
+32
| +0.5% | +$7.39K | 0.49% | 61 |
|
|
2021
Q1 | $1.45M | Hold |
6,466
| – | – | 0.53% | 54 |
|
|
2020
Q4 | $1.39M | Hold |
6,466
| – | – | 0.54% | 53 |
|
|
2020
Q3 | $1.42M | Buy |
6,466
+70
| +1% | +$15.4K | 0.65% | 48 |
|
|
2020
Q2 | $1.18M | Sell |
6,396
-14
| -0.2% | -$2.58K | 0.59% | 53 |
|
|
2020
Q1 | $1.06M | Buy |
6,410
+62
| +1% | +$10.3K | 0.61% | 54 |
|
|
2019
Q4 | $1.25M | Buy |
6,348
+625
| +11% | +$123K | 0.33% | 54 |
|
|
2019
Q3 | $1.23M | Hold |
5,723
| – | – | 0.65% | 50 |
|
|
2019
Q2 | $1.19M | Sell |
5,723
-167
| -3% | -$34.7K | 0.43% | 48 |
|
|
2019
Q1 | $1.12M | Buy |
5,890
+20
| +0.3% | +$3.8K | 0.42% | 49 |
|
|
2018
Q4 | $1.04M | Sell |
5,870
-40
| -0.7% | -$7.1K | 0.64% | 48 |
|
|
2018
Q3 | $989K | Sell |
5,910
-175
| -3% | -$29.3K | 0.53% | 57 |
|
|
2018
Q2 | $953K | Buy |
6,085
+141
| +2% | +$22.1K | 0.53% | 57 |
|
|
2018
Q1 | $930K | Sell |
5,944
-60
| -1% | -$9.39K | 0.53% | 58 |
|
|
2017
Q4 | $1.03M | Sell |
6,004
-297
| -5% | -$51.1K | 0.57% | 54 |
|
|
2017
Q3 | $987K | Sell |
6,301
-210
| -3% | -$32.9K | 0.57% | 56 |
|
|
2017
Q2 | $997K | Buy |
6,511
+1,178
| +22% | +$180K | 0.61% | 51 |
|
|
2017
Q1 | $693K | Sell |
5,333
-503
| -9% | -$65.4K | 0.46% | 68 |
|
|
2016
Q4 | $674K | Hold |
5,836
| – | – | 0.49% | 60 |
|
|
2016
Q3 | $674K | Sell |
5,836
-6,540
| -53% | -$755K | 0.49% | 60 |
|
|
2016
Q2 | $1.49M | Buy |
+12,376
| New | +$1.49M | 1.04% | 28 |
|