Stratos Wealth Partners’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 | $29.5M | Buy |
101,057
+1,155
| +1% | +$337K | 0.4% | 47 |
|
|
2025
Q1 | $31.2M | Sell |
99,902
-1,089
| -1% | -$340K | 0.47% | 38 |
|
|
2024
Q4 | $29.3M | Buy |
100,991
+787
| +0.8% | +$228K | 0.41% | 44 |
|
|
2024
Q3 | $30.5M | Buy |
100,204
+963
| +1% | +$293K | 0.44% | 41 |
|
|
2024
Q2 | $25.3M | Buy |
99,241
+2,427
| +3% | +$618K | 0.4% | 44 |
|
|
2024
Q1 | $27.3M | Buy |
96,814
+2,253
| +2% | +$635K | 0.45% | 38 |
|
|
2023
Q4 | $28M | Sell |
94,561
-141
| -0.1% | -$41.8K | 0.52% | 29 |
|
|
2023
Q3 | $24.9M | Buy |
94,702
+12,223
| +15% | +$3.22M | 0.54% | 30 |
|
|
2023
Q2 | $24.6M | Buy |
82,479
+8,497
| +11% | +$2.54M | 0.56% | 29 |
|
|
2023
Q1 | $20.7M | Sell |
73,982
-7,728
| -9% | -$2.16M | 0.55% | 32 |
|
|
2022
Q4 | $21.5M | Buy |
81,710
+503
| +0.6% | +$133K | 0.54% | 35 |
|
|
2022
Q3 | $18.7M | Sell |
81,207
-3,376
| -4% | -$779K | 0.52% | 35 |
|
|
2022
Q2 | $20.9M | Buy |
84,583
+5,115
| +6% | +$1.26M | 0.53% | 35 |
|
|
2022
Q1 | $19.7M | Buy |
79,468
+7,191
| +10% | +$1.78M | 0.44% | 44 |
|
|
2021
Q4 | $19.4M | Sell |
72,277
-1,108
| -2% | -$297K | 0.43% | 44 |
|
|
2021
Q3 | $17.7M | Buy |
73,385
+4,640
| +7% | +$1.12M | 0.45% | 37 |
|
|
2021
Q2 | $15.9M | Buy |
68,745
+641
| +0.9% | +$148K | 0.4% | 41 |
|
|
2021
Q1 | $15.3M | Sell |
68,104
-1,439
| -2% | -$323K | 0.42% | 41 |
|
|
2020
Q4 | $14.9M | Sell |
69,543
-457
| -0.7% | -$98.1K | 0.44% | 41 |
|
|
2020
Q3 | $15.4M | Buy |
70,000
+1,415
| +2% | +$311K | 0.5% | 34 |
|
|
2020
Q2 | $12.7M | Buy |
68,585
+5,657
| +9% | +$1.04M | 0.45% | 40 |
|
|
2020
Q1 | $10.4M | Buy |
62,928
+2,086
| +3% | +$345K | 0.48% | 45 |
|
|
2019
Q4 | $12M | Buy |
60,842
+775
| +1% | +$153K | 0.47% | 36 |
|
|
2019
Q3 | $12.9M | Buy |
60,067
+1,980
| +3% | +$425K | 0.56% | 31 |
|
|
2019
Q2 | $12.1M | Buy |
58,087
+374
| +0.6% | +$77.7K | 0.52% | 35 |
|
|
2019
Q1 | $11M | Buy |
57,713
+538
| +0.9% | +$102K | 0.49% | 35 |
|
|
2018
Q4 | $10.2M | Buy |
57,175
+120
| +0.2% | +$21.3K | 0.52% | 29 |
|
|
2018
Q3 | $9.55M | Sell |
57,055
-2,606
| -4% | -$436K | 0.43% | 42 |
|
|
2018
Q2 | $9.35M | Sell |
59,661
-1,567
| -3% | -$246K | 0.42% | 47 |
|
|
2018
Q1 | $9.58M | Buy |
61,228
+4,596
| +8% | +$719K | 0.4% | 47 |
|
|
2017
Q4 | $9.75M | Sell |
56,632
-1,764
| -3% | -$304K | 0.44% | 37 |
|
|
2017
Q3 | $9.15M | Buy |
58,396
+542
| +0.9% | +$84.9K | 0.43% | 46 |
|
|
2017
Q2 | $8.86M | Buy |
57,854
+1,430
| +3% | +$219K | 0.46% | 50 |
|
|
2017
Q1 | $7.31M | Buy |
56,424
+9,127
| +19% | +$1.18M | 0.41% | 56 |
|
|
2016
Q4 | $5.76M | Buy |
47,297
+8,978
| +23% | +$1.09M | 0.36% | 62 |
|
|
2016
Q3 | $4.42M | Buy |
38,319
+1,177
| +3% | +$136K | 0.3% | 69 |
|
|
2016
Q2 | $4.47M | Buy |
37,142
+13,323
| +56% | +$1.6M | 0.33% | 64 |
|
|
2016
Q1 | $2.99M | Buy |
23,819
+6,956
| +41% | +$874K | 0.26% | 75 |
|
|
2015
Q4 | $1.99M | Buy |
+16,863
| New | +$1.99M | 0.17% | 109 |
|
|
2015
Q3 | – | Sell |
-18,826
| Closed | -$1.79M | – | 581 |
|
|
2015
Q2 | $1.79M | Sell |
18,826
-12,973
| -41% | -$1.23M | 0.23% | 89 |
|
|
2015
Q1 | $3.1M | Buy |
31,799
+3,759
| +13% | +$366K | 0.37% | 55 |
|
|
2014
Q4 | $2.63M | Sell |
28,040
-6,311
| -18% | -$591K | 0.47% | 54 |
|
|
2014
Q3 | $3.26M | Buy |
34,351
+3,153
| +10% | +$299K | 0.76% | 28 |
|
|
2014
Q2 | $3.14M | Buy |
+31,198
| New | +$3.14M | 1.05% | 18 |
|