SL Advisors’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 | $463K | Hold |
1,583
| – | – | 0.83% | 24 |
|
|
2025
Q1 | $494K | Sell |
1,583
-51
| -3% | -$15.9K | 0.87% | 23 |
|
|
2024
Q4 | $474K | Sell |
1,634
-51
| -3% | -$14.8K | 0.78% | 24 |
|
|
2024
Q3 | $513K | Buy |
1,685
+10
| +0.6% | +$3.05K | 0.92% | 24 |
|
|
2024
Q2 | $427K | Sell |
1,675
-50
| -3% | -$12.7K | 0.84% | 24 |
|
|
2024
Q1 | $486K | Buy |
1,725
+15
| +0.9% | +$4.23K | 0.96% | 25 |
|
|
2023
Q4 | $507K | Sell |
1,710
-254
| -13% | -$75.3K | 1.09% | 23 |
|
|
2023
Q3 | $517K | Hold |
1,964
| – | – | 0.7% | 24 |
|
|
2023
Q2 | $586K | Sell |
1,964
-35
| -2% | -$10.4K | 1.32% | 24 |
|
|
2023
Q1 | $559K | Sell |
1,999
-114
| -5% | -$31.9K | 1.2% | 26 |
|
|
2022
Q4 | $557K | Hold |
2,113
| – | – | 1.23% | 26 |
|
|
2022
Q3 | $488K | Hold |
2,113
| – | – | 1.21% | 26 |
|
|
2022
Q2 | $522K | Buy |
2,113
+10
| +0.5% | +$2.47K | 1.25% | 25 |
|
|
2022
Q1 | $520K | Sell |
2,103
-28
| -1% | -$6.92K | 1.06% | 25 |
|
|
2021
Q4 | $571K | Sell |
2,131
-74
| -3% | -$19.8K | 1.4% | 22 |
|
|
2021
Q3 | $532K | Sell |
2,205
-31
| -1% | -$7.48K | 1.34% | 24 |
|
|
2021
Q2 | $517K | Sell |
2,236
-81
| -3% | -$18.7K | 1.32% | 25 |
|
|
2021
Q1 | $519K | Sell |
2,317
-158
| -6% | -$35.4K | 1.57% | 21 |
|
|
2020
Q4 | $531K | Sell |
2,475
-5
| -0.2% | -$1.07K | 1.72% | 23 |
|
|
2020
Q3 | $544K | Buy |
2,480
+293
| +13% | +$64.3K | 1.99% | 21 |
|
|
2020
Q2 | $404K | Sell |
2,187
-145
| -6% | -$26.8K | 1.53% | 25 |
|
|
2020
Q1 | $386K | Sell |
2,332
-1,007
| -30% | -$167K | 1.68% | 23 |
|
|
2019
Q4 | $660K | Sell |
3,339
-24
| -0.7% | -$4.74K | 1.63% | 23 |
|
|
2019
Q3 | $722K | Sell |
3,363
-421
| -11% | -$90.4K | 1.39% | 25 |
|
|
2019
Q2 | $786K | Buy |
3,784
+16
| +0.4% | +$3.32K | 1.36% | 25 |
|
|
2019
Q1 | $715K | Sell |
3,768
-160
| -4% | -$30.4K | 1.11% | 29 |
|
|
2018
Q4 | $698K | Hold |
3,928
| – | – | 1.44% | 25 |
|
|
2018
Q3 | $657K | Buy |
3,928
+792
| +25% | +$132K | 1.21% | 27 |
|
|
2018
Q2 | $491K | Sell |
3,136
-1,875
| -37% | -$294K | 1.1% | 32 |
|
|
2018
Q1 | $784K | Sell |
5,011
-606
| -11% | -$94.8K | 1.56% | 24 |
|
|
2017
Q4 | $966K | Buy |
5,617
+25
| +0.4% | +$4.3K | 1.65% | 23 |
|
|
2017
Q3 | $876K | Hold |
5,592
| – | – | 0.4% | 31 |
|
|
2017
Q2 | $857K | Sell |
5,592
-102
| -2% | -$15.6K | 0.44% | 30 |
|
|
2017
Q1 | $738K | Buy |
5,694
+72
| +1% | +$9.33K | 0.42% | 40 |
|
|
2016
Q4 | $684K | Buy |
5,622
+40
| +0.7% | +$4.87K | 0.46% | 41 |
|
|
2016
Q3 | $641K | Sell |
5,582
-623
| -10% | -$71.5K | 0.52% | 49 |
|
|
2016
Q2 | $747K | Buy |
+6,205
| New | +$747K | 0.69% | 46 |
|