Successful Portfolios’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 | $1.3M | Sell |
4,463
-18
| -0.4% | -$5.26K | 0.8% | 30 |
|
2025
Q1 | $1.4M | Sell |
4,481
-25
| -0.6% | -$7.81K | 0.95% | 30 |
|
2024
Q4 | $1.31M | Sell |
4,506
-28
| -0.6% | -$8.12K | 0.87% | 29 |
|
2024
Q3 | $1.38M | Sell |
4,534
-71
| -2% | -$21.6K | 0.93% | 31 |
|
2024
Q2 | $1.17M | Sell |
4,605
-375
| -8% | -$95.6K | 0.82% | 33 |
|
2024
Q1 | $1.4M | Buy |
4,980
+33
| +0.7% | +$9.31K | 0.96% | 28 |
|
2023
Q4 | $1.47M | Sell |
4,947
-85
| -2% | -$25.2K | 1.1% | 23 |
|
2023
Q3 | $1.33M | Sell |
5,032
-12
| -0.2% | -$3.16K | 1.17% | 21 |
|
2023
Q2 | $1.51M | Sell |
5,044
-636
| -11% | -$190K | 1.3% | 19 |
|
2023
Q1 | $1.59M | Sell |
5,680
-182
| -3% | -$50.9K | 1% | 21 |
|
2022
Q4 | $1.55M | Buy |
5,862
+165
| +3% | +$43.5K | 1.01% | 19 |
|
2022
Q3 | $1.32M | Sell |
5,697
-11
| -0.2% | -$2.54K | 0.95% | 22 |
|
2022
Q2 | $1.41M | Sell |
5,708
-4
| -0.1% | -$987 | 0.95% | 23 |
|
2022
Q1 | $1.41M | Sell |
5,712
-67
| -1% | -$16.6K | 0.8% | 26 |
|
2021
Q4 | $1.55M | Sell |
5,779
-38
| -0.7% | -$10.2K | 0.84% | 28 |
|
2021
Q3 | $1.4M | Buy |
5,817
+84
| +1% | +$20.3K | 0.84% | 27 |
|
2021
Q2 | $1.32M | Sell |
5,733
-514
| -8% | -$119K | 0.8% | 30 |
|
2021
Q1 | $1.4M | Buy |
6,247
+100
| +2% | +$22.4K | 0.92% | 26 |
|
2020
Q4 | $1.32M | Buy |
6,147
+264
| +4% | +$56.6K | 0.95% | 26 |
|
2020
Q3 | $1.29M | Buy |
5,883
+97
| +2% | +$21.3K | 1.03% | 24 |
|
2020
Q2 | $1.07M | Buy |
5,786
+11
| +0.2% | +$2.03K | 0.94% | 26 |
|
2020
Q1 | $955K | Buy |
5,775
+130
| +2% | +$21.5K | 0.97% | 23 |
|
2019
Q4 | $1.12M | Sell |
5,645
-107
| -2% | -$21.2K | 0.99% | 24 |
|
2019
Q3 | $1.24M | Buy |
5,752
+352
| +7% | +$75.6K | 1.16% | 19 |
|
2019
Q2 | $1.12M | Sell |
5,400
-19
| -0.4% | -$3.94K | 1.2% | 19 |
|
2019
Q1 | $1.03M | Sell |
5,419
-149
| -3% | -$28.3K | 1.13% | 20 |
|
2018
Q4 | $989K | Buy |
5,568
+39
| +0.7% | +$6.93K | 1.26% | 18 |
|
2018
Q3 | $925K | Sell |
5,529
-81
| -1% | -$13.6K | 1.01% | 25 |
|
2018
Q2 | $879K | Sell |
5,610
-171
| -3% | -$26.8K | 1.03% | 24 |
|
2018
Q1 | $904K | Sell |
5,781
-117
| -2% | -$18.3K | 1.1% | 23 |
|
2017
Q4 | $1.02M | Buy |
+5,898
| New | +$1.02M | 1.26% | 18 |
|