SimplyRich’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
$3.17M Sell
10,853
-4
-0% -$1.17K 0.88% 20
2025
Q1
$3.39M Sell
10,857
-43
-0.4% -$13.4K 0.98% 20
2024
Q4
$3.16M Buy
10,900
+45
+0.4% +$13K 0.9% 20
2024
Q3
$3.31M Buy
10,855
+646
+6% +$197K 0.92% 20
2024
Q2
$2.6M Sell
10,209
-112
-1% -$28.5K 0.82% 24
2024
Q1
$2.91M Buy
10,321
+23
+0.2% +$6.49K 0.94% 21
2023
Q4
$3.05M Buy
10,298
+34
+0.3% +$10.1K 1.05% 17
2023
Q3
$2.7M Sell
10,264
-29
-0.3% -$7.64K 1.31% 12
2023
Q2
$3.07M Buy
10,293
+2
+0% +$597 1.09% 17
2023
Q1
$2.88M Hold
10,291
1.08% 18
2022
Q4
$2.71M Buy
10,291
+5
+0% +$1.32K 1.08% 18
2022
Q3
$2.37M Sell
10,286
-25
-0.2% -$5.77K 1.07% 17
2022
Q2
$2.55M Hold
10,311
1.06% 19
2022
Q1
$2.55M Sell
10,311
-131
-1% -$32.4K 0.89% 20
2021
Q4
$2.8M Sell
10,442
-90
-0.9% -$24.1K 0.93% 20
2021
Q3
$2.54M Buy
10,532
+51
+0.5% +$12.3K 0.92% 20
2021
Q2
$2.42M Buy
10,481
+169
+2% +$39K 1.11% 16
2021
Q1
$2.31M Buy
10,312
+39
+0.4% +$8.74K 0.92% 22
2020
Q4
$2.2M Buy
10,273
+125
+1% +$26.8K 0.99% 22
2020
Q3
$2.23M Hold
10,148
1.12% 20
2020
Q2
$1.86M Buy
10,148
+62
+0.6% +$11.3K 1.02% 21
2020
Q1
$1.7M Sell
10,086
-585
-5% -$98.4K 1.13% 20
2019
Q4
$2.1M Hold
10,671
1.06% 20
2019
Q3
$2.28M Hold
10,671
1.24% 17
2019
Q2
$2.22M Hold
10,671
1.22% 17
2019
Q1
$2.03M Hold
10,671
1.65% 17
2018
Q4
$1.87M Sell
10,671
-30
-0.3% -$5.27K 1.72% 16
2018
Q3
$1.79M Hold
10,701
0.98% 24
2018
Q2
$1.68M Hold
10,701
0.96% 24
2018
Q1
$1.67M Hold
10,701
0.93% 23
2017
Q4
$1.84M Buy
+10,701
New +$1.84M 1.03% 20