Smart Portfolios LLC’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 | $709K | Sell |
2,425
-15
| -0.6% | -$4.38K | 0.71% | 46 |
|
|
2025
Q1 | $762K | Sell |
2,440
-3
| -0.1% | -$937 | 0.83% | 39 |
|
|
2024
Q4 | $708K | Buy |
2,443
+700
| +40% | +$203K | 0.74% | 43 |
|
|
2024
Q3 | $531K | Sell |
1,743
-20
| -1% | -$6.09K | 0.54% | 63 |
|
|
2024
Q2 | $449K | Buy |
1,763
+205
| +13% | +$52.2K | 0.45% | 67 |
|
|
2024
Q1 | $439K | Buy |
1,558
+300
| +24% | +$84.6K | 0.46% | 63 |
|
|
2023
Q4 | $364K | Buy |
+1,258
| New | +$364K | 0.43% | 62 |
|
|
2020
Q4 | – | Sell |
-1,195
| Closed | -$262K | – | 42 |
|
|
2020
Q3 | $262K | Hold |
1,195
| – | – | 0.3% | 33 |
|
|
2020
Q2 | $244K | Buy |
+1,195
| New | +$244K | 0.27% | 34 |
|
|
2020
Q1 | – | Sell |
-1,195
| Closed | -$236K | – | 42 |
|
|
2019
Q4 | $236K | Hold |
1,195
| – | – | 0.21% | 39 |
|
|
2019
Q3 | $231K | Hold |
1,195
| – | – | 0.2% | 41 |
|
|
2019
Q2 | $248K | Hold |
1,195
| – | – | 0.23% | 34 |
|
|
2019
Q1 | $227K | Hold |
1,195
| – | – | 0.19% | 43 |
|
|
2018
Q4 | $212K | Sell |
1,195
-57
| -5% | -$10.1K | 0.16% | 39 |
|
|
2018
Q3 | $209K | Buy |
1,252
+57
| +5% | +$9.52K | 0.13% | 42 |
|
|
2018
Q2 | $187K | Hold |
1,195
| – | – | 0.12% | 43 |
|
|
2018
Q1 | $187K | Buy |
+1,195
| New | +$187K | 0.12% | 41 |
|