Stokes Capital 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 | $11M | Buy |
37,693
+1,168
| +3% | +$341K | 2.7% | 9 |
|
|
2025
Q1 | $11.4M | Buy |
36,525
+2,509
| +7% | +$784K | 2.9% | 5 |
|
|
2024
Q4 | $9.86M | Buy |
34,016
+778
| +2% | +$226K | 2.55% | 10 |
|
|
2024
Q3 | $10.1M | Buy |
33,238
+573
| +2% | +$174K | 2.59% | 8 |
|
|
2024
Q2 | $8.32M | Buy |
32,665
+3,898
| +14% | +$993K | 2.32% | 11 |
|
|
2024
Q1 | $8.11M | Buy |
28,767
+1,693
| +6% | +$477K | 2.36% | 13 |
|
|
2023
Q4 | $8.03M | Buy |
27,074
+565
| +2% | +$168K | 2.54% | 10 |
|
|
2023
Q3 | $6.98M | Buy |
26,509
+795
| +3% | +$209K | 2.44% | 9 |
|
|
2023
Q2 | $7.67M | Sell |
25,714
-1,340
| -5% | -$400K | 2.58% | 6 |
|
|
2023
Q1 | $7.56M | Sell |
27,054
-323
| -1% | -$90.3K | 2.57% | 6 |
|
|
2022
Q4 | $7.21M | Sell |
27,377
-1,444
| -5% | -$381K | 2.48% | 8 |
|
|
2022
Q3 | $6.65M | Sell |
28,821
-141
| -0.5% | -$32.5K | 2.47% | 8 |
|
|
2022
Q2 | $7.15M | Buy |
28,962
+256
| +0.9% | +$63.2K | 2.5% | 7 |
|
|
2022
Q1 | $7.1M | Buy |
28,706
+737
| +3% | +$182K | 2.07% | 14 |
|
|
2021
Q4 | $7.5M | Sell |
27,969
-62
| -0.2% | -$16.6K | 2.23% | 11 |
|
|
2021
Q3 | $6.76M | Buy |
28,031
+566
| +2% | +$136K | 2.18% | 11 |
|
|
2021
Q2 | $6.34M | Buy |
27,465
+2,828
| +11% | +$653K | 2.08% | 16 |
|
|
2021
Q1 | $5.52M | Buy |
24,637
+631
| +3% | +$141K | 2.26% | 10 |
|
|
2020
Q4 | $5.15M | Buy |
24,006
+360
| +2% | +$77.2K | 2.24% | 8 |
|
|
2020
Q3 | $5.19M | Sell |
23,646
-1,373
| -5% | -$301K | 2.5% | 8 |
|
|
2020
Q2 | $4.62M | Buy |
25,019
+1,037
| +4% | +$191K | 2.44% | 7 |
|
|
2020
Q1 | $3.97M | Buy |
23,982
+443
| +2% | +$73.2K | 2.38% | 8 |
|
|
2019
Q4 | $4.65M | Buy |
23,539
+4,129
| +21% | +$816K | 2.35% | 8 |
|
|
2019
Q3 | $4.17M | Buy |
19,410
+1,105
| +6% | +$237K | 2.25% | 8 |
|
|
2019
Q2 | $3.8M | Buy |
18,305
+2,385
| +15% | +$495K | 2.16% | 8 |
|
|
2019
Q1 | $3.02M | Buy |
+15,920
| New | +$3.02M | 1.82% | 17 |
|