TFA
Toth Financial Advisory’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.33M | Buy |
28,507
+552
| +2% | +$161K | 0.97% | 34 |
|
|
2025
Q1 | $8.73M | Buy |
27,955
+209
| +0.8% | +$65.3K | 1.05% | 34 |
|
|
2024
Q4 | $8.04M | Buy |
27,746
+299
| +1% | +$86.7K | 0.95% | 35 |
|
|
2024
Q3 | $8.36M | Sell |
27,447
-592
| -2% | -$180K | 0.99% | 36 |
|
|
2024
Q2 | $7.15M | Sell |
28,039
-174
| -0.6% | -$44.3K | 0.91% | 39 |
|
|
2024
Q1 | $7.95M | Buy |
28,213
+147
| +0.5% | +$41.4K | 1% | 34 |
|
|
2023
Q4 | $8.32M | Buy |
28,066
+96
| +0.3% | +$28.5K | 1.13% | 29 |
|
|
2023
Q3 | $7.37M | Sell |
27,970
-105
| -0.4% | -$27.7K | 1.12% | 31 |
|
|
2023
Q2 | $8.38M | Sell |
28,075
-930
| -3% | -$278K | 1.21% | 24 |
|
|
2023
Q1 | $8.11M | Buy |
29,005
+277
| +1% | +$77.5K | 1.26% | 23 |
|
|
2022
Q4 | $7.57M | Buy |
28,728
+300
| +1% | +$79.1K | 1.23% | 25 |
|
|
2022
Q3 | $6.56M | Buy |
28,428
+1,122
| +4% | +$259K | 1.19% | 28 |
|
|
2022
Q2 | $6.74M | Buy |
27,306
+171
| +0.6% | +$42.2K | 1.17% | 26 |
|
|
2022
Q1 | $6.71M | Sell |
27,135
-222
| -0.8% | -$54.9K | 1% | 36 |
|
|
2021
Q4 | $7.33M | Sell |
27,357
-82
| -0.3% | -$22K | 1% | 35 |
|
|
2021
Q3 | $6.62M | Buy |
27,439
+716
| +3% | +$173K | 1.01% | 35 |
|
|
2021
Q2 | $6.17M | Buy |
26,723
+1,968
| +8% | +$455K | 0.94% | 40 |
|
|
2021
Q1 | $5.55M | Buy |
24,755
+1,430
| +6% | +$321K | 0.89% | 43 |
|
|
2020
Q4 | $5.01M | Buy |
23,325
+167
| +0.7% | +$35.8K | 0.86% | 42 |
|
|
2020
Q3 | $5.08M | Buy |
23,158
+586
| +3% | +$129K | 0.98% | 34 |
|
|
2020
Q2 | $4.16M | Sell |
22,572
-176
| -0.8% | -$32.5K | 0.9% | 40 |
|
|
2020
Q1 | $3.76M | Sell |
22,748
-135
| -0.6% | -$22.3K | 1.09% | 35 |
|
|
2019
Q4 | $4.52M | Sell |
22,883
-318
| -1% | -$62.8K | 0.92% | 42 |
|
|
2019
Q3 | $4.98M | Sell |
23,201
-252
| -1% | -$54.1K | 1.09% | 36 |
|
|
2019
Q2 | $4.87M | Sell |
23,453
-303
| -1% | -$62.9K | 1.09% | 34 |
|
|
2019
Q1 | $4.51M | Buy |
23,756
+1,167
| +5% | +$222K | 1.06% | 35 |
|
|
2018
Q4 | $4.01M | Buy |
22,589
+90
| +0.4% | +$16K | 1.1% | 36 |
|
|
2018
Q3 | $3.76M | Sell |
22,499
-940
| -4% | -$157K | 0.84% | 47 |
|
|
2018
Q2 | $3.67M | Sell |
23,439
-475
| -2% | -$74.4K | 0.86% | 46 |
|
|
2018
Q1 | $3.74M | Sell |
23,914
-993
| -4% | -$155K | 0.91% | 43 |
|
|
2017
Q4 | $4.29M | Sell |
24,907
-788
| -3% | -$136K | 1.02% | 41 |
|
|
2017
Q3 | $4.03M | Sell |
25,695
-601
| -2% | -$94.2K | 1.02% | 40 |
|
|
2017
Q2 | $4.03M | Sell |
26,296
-590
| -2% | -$90.4K | 1.05% | 42 |
|
|
2017
Q1 | $3.49M | Sell |
26,886
-1,270
| -5% | -$165K | 0.93% | 48 |
|
|
2016
Q4 | $3.43M | Sell |
28,156
-374
| -1% | -$45.5K | 0.98% | 46 |
|
|
2016
Q3 | $3.29M | Buy |
28,530
+317
| +1% | +$36.6K | 0.97% | 48 |
|
|
2016
Q2 | $3.4M | Buy |
28,213
+811
| +3% | +$97.6K | 1.04% | 43 |
|
|
2016
Q1 | $3.44M | Sell |
27,402
-518
| -2% | -$65.1K | 1.13% | 39 |
|
|
2015
Q4 | $3.3M | Buy |
27,920
+4,661
| +20% | +$551K | 1.09% | 41 |
|
|
2015
Q3 | $2.29M | Buy |
23,259
+1,511
| +7% | +$149K | 0.84% | 49 |
|
|
2015
Q2 | $2.07M | Buy |
21,748
+925
| +4% | +$88K | 0.69% | 51 |
|
|
2015
Q1 | $2.03M | Sell |
20,823
-419
| -2% | -$40.8K | 0.68% | 52 |
|
|
2014
Q4 | $1.99M | Sell |
21,242
-477
| -2% | -$44.7K | 0.69% | 53 |
|
|
2014
Q3 | $2.06M | Sell |
21,719
-328
| -1% | -$31.1K | 0.78% | 49 |
|
|
2014
Q2 | $2.22M | Buy |
22,047
+1,718
| +8% | +$173K | 0.84% | 47 |
|
|
2014
Q1 | $1.99M | Buy |
20,329
+207
| +1% | +$20.3K | 0.81% | 48 |
|
|
2013
Q4 | $1.95M | Sell |
20,122
-101
| -0.5% | -$9.8K | 0.83% | 48 |
|
|
2013
Q3 | $1.95M | Buy |
20,223
+1,107
| +6% | +$107K | 0.91% | 44 |
|
|
2013
Q2 | $1.89M | Buy |
+19,116
| New | +$1.89M | 0.93% | 45 |
|