Transamerica Financial 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 | $646K | Sell |
2,213
-41
| -2% | -$12K | 0.06% | 182 |
|
|
2025
Q1 | $705K | Sell |
2,254
-229
| -9% | -$71.6K | 0.07% | 179 |
|
|
2024
Q4 | $720K | Sell |
2,483
-42
| -2% | -$12.2K | 0.07% | 173 |
|
|
2024
Q3 | $769K | Sell |
2,525
-122
| -5% | -$37.2K | 0.08% | 171 |
|
|
2024
Q2 | $675K | Hold |
2,647
| – | – | 0.07% | 163 |
|
|
2024
Q1 | $747K | Sell |
2,647
-2,919
| -52% | -$824K | 0.08% | 175 |
|
|
2023
Q4 | $1.65M | Sell |
5,566
-1,248
| -18% | -$370K | 0.23% | 74 |
|
|
2023
Q3 | $1.8M | Sell |
6,814
-1,103
| -14% | -$291K | 0.24% | 70 |
|
|
2023
Q2 | $2.36M | Sell |
7,917
-1,641
| -17% | -$490K | 0.31% | 56 |
|
|
2023
Q1 | $2.67M | Sell |
9,558
-152
| -2% | -$42.5K | 0.35% | 50 |
|
|
2022
Q4 | $2.56M | Buy |
9,710
+4,863
| +100% | +$1.28M | 0.36% | 50 |
|
|
2022
Q3 | $1.12M | Buy |
4,847
+533
| +12% | +$123K | 0.16% | 99 |
|
|
2022
Q2 | $1.07M | Buy |
4,314
+4,311
| +143,700% | +$1.06M | 0.15% | 104 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | 0.04% | 89 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | 0.03% | 98 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | 0.03% | 97 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | 0.02% | 152 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | 0.02% | 162 |
|
|
2020
Q4 | $1K | Buy |
+3
| New | +$1K | 0.02% | 154 |
|
|
2020
Q3 | – | Sell |
-5
| Closed | -$1K | – | 373 |
|
|
2020
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 444 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | -$1K | – | 133 |
|
|
2019
Q4 | $1K | Buy |
+1
| New | +$1K | 0.01% | 109 |
|
|
2019
Q3 | – | Sell |
-3,592
| Closed | -$746K | – | 367 |
|
|
2019
Q2 | $746K | Buy |
+3,592
| New | +$746K | 0.16% | 100 |
|
|
2019
Q1 | – | Sell |
-1,971
| Closed | -$350K | – | 327 |
|
|
2018
Q4 | $350K | Buy |
1,971
+1,027
| +109% | +$182K | 0.09% | 128 |
|
|
2018
Q3 | $158K | Buy |
944
+210
| +29% | +$35.1K | 0.03% | 186 |
|
|
2018
Q2 | $115K | Sell |
734
-13,879
| -95% | -$2.17M | 0.03% | 203 |
|
|
2018
Q1 | $2.29M | Sell |
14,613
-921
| -6% | -$144K | 0.34% | 94 |
|
|
2017
Q4 | $2.67M | Buy |
15,534
+10,468
| +207% | +$1.8M | 0.35% | 88 |
|
|
2017
Q3 | $794K | Sell |
5,066
-130
| -3% | -$20.4K | 0.1% | 153 |
|
|
2017
Q2 | $796K | Sell |
5,196
-16,598
| -76% | -$2.54M | 0.11% | 140 |
|
|
2017
Q1 | $2.83M | Sell |
21,794
-54
| -0.2% | -$7K | 0.34% | 88 |
|
|
2016
Q4 | $2.66M | Buy |
21,848
+218
| +1% | +$26.5K | 0.32% | 93 |
|
|
2016
Q3 | $2.5M | Buy |
21,630
+1,962
| +10% | +$226K | 0.27% | 100 |
|
|
2016
Q2 | $2.37M | Sell |
19,668
-339
| -2% | -$40.8K | 0.24% | 105 |
|
|
2016
Q1 | $2.52M | Buy |
20,007
+1,041
| +5% | +$131K | 0.21% | 104 |
|
|
2015
Q4 | $2.24M | Buy |
18,966
+1,132
| +6% | +$134K | 0.16% | 113 |
|
|
2015
Q3 | $1.76M | Buy |
17,834
+502
| +3% | +$49.5K | 0.14% | 118 |
|
|
2015
Q2 | $1.65M | Buy |
17,332
+817
| +5% | +$77.7K | 0.12% | 132 |
|
|
2015
Q1 | $1.61M | Buy |
16,515
+2,617
| +19% | +$255K | 0.11% | 140 |
|
|
2014
Q4 | $1.3M | Sell |
13,898
-8,487
| -38% | -$796K | 0.1% | 112 |
|
|
2014
Q3 | $2.12M | Sell |
22,385
-3,052
| -12% | -$289K | 0.19% | 77 |
|
|
2014
Q2 | $2.56M | Buy |
25,437
+12,569
| +98% | +$1.27M | 0.22% | 63 |
|
|
2014
Q1 | $1.26M | Buy |
12,868
+779
| +6% | +$76.4K | 0.13% | 91 |
|
|
2013
Q4 | $1.17M | Buy |
12,089
+1,274
| +12% | +$124K | 0.13% | 90 |
|
|
2013
Q3 | $1.04M | Buy |
10,815
+1,570
| +17% | +$151K | 0.14% | 103 |
|
|
2013
Q2 | $916K | Buy |
+9,245
| New | +$916K | 0.15% | 80 |
|