Steward Partners Investment Advisory’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 | $36M | Buy |
123,258
+2,471
| +2% | +$722K | 0.28% | 67 |
|
|
2025
Q1 | $37.7M | Buy |
120,787
+1,685
| +1% | +$526K | 0.33% | 60 |
|
|
2024
Q4 | $34.5M | Buy |
119,102
+4,439
| +4% | +$1.29M | 0.31% | 69 |
|
|
2024
Q3 | $34.9M | Buy |
114,663
+7,576
| +7% | +$2.31M | 0.32% | 62 |
|
|
2024
Q2 | $27.3M | Sell |
107,087
-207
| -0.2% | -$52.8K | 0.29% | 70 |
|
|
2024
Q1 | $30.3M | Sell |
107,294
-7,249
| -6% | -$2.04M | 0.33% | 64 |
|
|
2023
Q4 | $34M | Sell |
114,543
-25,614
| -18% | -$7.59M | 0.46% | 44 |
|
|
2023
Q3 | $36.9M | Buy |
140,157
+3,750
| +3% | +$988K | 0.57% | 30 |
|
|
2023
Q2 | $40.7M | Buy |
136,407
+6,264
| +5% | +$1.87M | 0.61% | 26 |
|
|
2023
Q1 | $36.4M | Buy |
130,143
+14,015
| +12% | +$3.92M | 0.58% | 28 |
|
|
2022
Q4 | $30.6M | Buy |
116,128
+2,957
| +3% | +$779K | 0.52% | 33 |
|
|
2022
Q3 | $26.1M | Buy |
113,171
+17,570
| +18% | +$4.05M | 0.49% | 38 |
|
|
2022
Q2 | $23.6M | Sell |
95,601
-1,048
| -1% | -$259K | 0.43% | 47 |
|
|
2022
Q1 | $23.9M | Buy |
96,649
+991
| +1% | +$245K | 0.37% | 55 |
|
|
2021
Q4 | $25.6M | Buy |
95,658
+3,810
| +4% | +$1.02M | 0.39% | 47 |
|
|
2021
Q3 | $22.1M | Buy |
91,848
+1,712
| +2% | +$413K | 0.38% | 51 |
|
|
2021
Q2 | $20.8M | Sell |
90,136
-15,215
| -14% | -$3.51M | 0.35% | 52 |
|
|
2021
Q1 | $23.6M | Buy |
105,351
+11,456
| +12% | +$2.57M | 0.41% | 50 |
|
|
2020
Q4 | $20.1M | Buy |
93,895
+6,430
| +7% | +$1.38M | 0.44% | 48 |
|
|
2020
Q3 | $19.2M | Buy |
87,465
+10,328
| +13% | +$2.27M | 0.48% | 43 |
|
|
2020
Q2 | $14.2M | Buy |
77,137
+6,214
| +9% | +$1.15M | 0.41% | 56 |
|
|
2020
Q1 | $11.7M | Sell |
70,923
-1,293
| -2% | -$214K | 0.43% | 54 |
|
|
2019
Q4 | $14.3M | Buy |
72,216
+7,293
| +11% | +$1.44M | 0.42% | 55 |
|
|
2019
Q3 | $13.9M | Buy |
64,923
+3,512
| +6% | +$754K | 0.47% | 50 |
|
|
2019
Q2 | $12.8M | Buy |
61,411
+3,153
| +5% | +$655K | 0.47% | 51 |
|
|
2019
Q1 | $11.1M | Buy |
58,258
+947
| +2% | +$180K | 0.47% | 53 |
|
|
2018
Q4 | $10.2M | Buy |
57,311
+2,172
| +4% | +$386K | 0.5% | 48 |
|
|
2018
Q3 | $9.22M | Buy |
55,139
+2,329
| +4% | +$390K | 0.44% | 52 |
|
|
2018
Q2 | $8.28M | Buy |
52,810
+14,926
| +39% | +$2.34M | 0.49% | 42 |
|
|
2018
Q1 | $5.92M | Buy |
37,884
+1,017
| +3% | +$159K | 0.41% | 49 |
|
|
2017
Q4 | $6.35M | Sell |
36,867
-1,138
| -3% | -$196K | 0.48% | 42 |
|
|
2017
Q3 | $5.95M | Buy |
38,005
+876
| +2% | +$137K | 0.61% | 36 |
|
|
2017
Q2 | $5.69M | Buy |
37,129
+13,691
| +58% | +$2.1M | 0.64% | 37 |
|
|
2017
Q1 | $3.04M | Buy |
23,438
+3,584
| +18% | +$464K | 0.46% | 57 |
|
|
2016
Q4 | $2.42M | Buy |
+19,854
| New | +$2.42M | 1.1% | 20 |
|