Strategic 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 | – | Sell |
-2,174
| Closed | -$679K | – | 191 |
|
|
2025
Q1 | $679K | Sell |
2,174
-3
| -0.1% | -$937 | 0.13% | 114 |
|
|
2024
Q4 | $631K | Buy |
2,177
+128
| +6% | +$37.1K | 0.11% | 125 |
|
|
2024
Q3 | $624K | Buy |
2,049
+16
| +0.8% | +$4.87K | 0.12% | 129 |
|
|
2024
Q2 | $518K | Sell |
2,033
-87
| -4% | -$22.2K | 0.1% | 136 |
|
|
2024
Q1 | $598K | Sell |
2,120
-297
| -12% | -$83.7K | 0.12% | 127 |
|
|
2023
Q4 | $717K | Buy |
2,417
+116
| +5% | +$34.4K | 0.14% | 124 |
|
|
2023
Q3 | $606K | Sell |
2,301
-94
| -4% | -$24.8K | 0.12% | 128 |
|
|
2023
Q2 | $715K | Sell |
2,395
-193
| -7% | -$57.6K | 0.14% | 125 |
|
|
2023
Q1 | $724K | Buy |
2,588
+117
| +5% | +$32.7K | 0.15% | 117 |
|
|
2022
Q4 | $651K | Sell |
2,471
-43
| -2% | -$11.3K | 0.15% | 113 |
|
|
2022
Q3 | $580K | Buy |
2,514
+161
| +7% | +$37.1K | 0.13% | 122 |
|
|
2022
Q2 | $581K | Sell |
2,353
-472
| -17% | -$117K | 0.12% | 122 |
|
|
2022
Q1 | $698K | Sell |
2,825
-276
| -9% | -$68.2K | 0.12% | 125 |
|
|
2021
Q4 | $831K | Sell |
3,101
-121
| -4% | -$32.4K | 0.12% | 122 |
|
|
2021
Q3 | $776K | Buy |
3,222
+219
| +7% | +$52.7K | 0.17% | 117 |
|
|
2021
Q2 | $693K | Sell |
3,003
-138
| -4% | -$31.8K | 0.18% | 102 |
|
|
2021
Q1 | $704K | Buy |
3,141
+207
| +7% | +$46.4K | 0.2% | 92 |
|
|
2020
Q4 | $622K | Sell |
2,934
-400
| -12% | -$84.8K | 0.18% | 94 |
|
|
2020
Q3 | $753K | Buy |
3,334
+1,656
| +99% | +$374K | 0.25% | 80 |
|
|
2020
Q2 | $333K | Sell |
1,678
-164
| -9% | -$32.5K | 0.12% | 111 |
|
|
2020
Q1 | $327K | Sell |
1,842
-35
| -2% | -$6.21K | 0.14% | 109 |
|
|
2019
Q4 | $371K | Buy |
1,877
+6
| +0.3% | +$1.19K | 0.13% | 128 |
|
|
2019
Q3 | $402K | Buy |
1,871
+8
| +0.4% | +$1.72K | 0.15% | 119 |
|
|
2019
Q2 | $386K | Buy |
1,863
+140
| +8% | +$29K | 0.15% | 121 |
|
|
2019
Q1 | $327K | Buy |
1,723
+66
| +4% | +$12.5K | 0.13% | 129 |
|
|
2018
Q4 | $294K | Buy |
1,657
+162
| +11% | +$28.7K | 0.13% | 120 |
|
|
2018
Q3 | $250K | Buy |
1,495
+26
| +2% | +$4.35K | 0.09% | 139 |
|
|
2018
Q2 | $230K | Buy |
+1,469
| New | +$230K | 0.09% | 131 |
|
|
2016
Q1 | – | Sell |
-3,372
| Closed | -$398K | – | 133 |
|
|
2015
Q4 | $398K | Buy |
3,372
+16
| +0.5% | +$1.89K | 0.26% | 92 |
|
|
2015
Q3 | $331K | Buy |
3,356
+18
| +0.5% | +$1.78K | 0.23% | 98 |
|
|
2015
Q2 | $317K | Sell |
3,338
-11,213
| -77% | -$1.06M | 0.2% | 99 |
|
|
2015
Q1 | $1.47M | Buy |
+14,551
| New | +$1.47M | 0.94% | 37 |
|
|
2014
Q4 | – | Sell |
-2,725
| Closed | -$258K | – | 132 |
|
|
2014
Q3 | $258K | Sell |
2,725
-11,826
| -81% | -$1.12M | 0.17% | 118 |
|
|
2014
Q2 | $1.47M | Sell |
14,551
-53
| -0.4% | -$5.34K | 0.94% | 37 |
|
|
2014
Q1 | $1.43M | Buy |
14,604
+673
| +5% | +$66K | 0.96% | 35 |
|
|
2013
Q4 | $1.35M | Buy |
13,931
+2,677
| +24% | +$260K | 0.92% | 35 |
|
|
2013
Q3 | $1.08M | Buy |
11,254
+545
| +5% | +$52.4K | 0.89% | 38 |
|
|
2013
Q2 | $1.07M | Buy |
+10,709
| New | +$1.07M | 0.96% | 34 |
|