Trek Financial’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 | $411K | Sell |
1,405
-3,455
| -71% | -$1.01M | 0.03% | 291 |
|
|
2025
Q1 | $1.52M | Buy |
4,860
+3,645
| +300% | +$1.14M | 0.11% | 152 |
|
|
2024
Q4 | $352K | Sell |
1,215
-91
| -7% | -$26.4K | 0.03% | 300 |
|
|
2024
Q3 | $398K | Sell |
1,306
-1,343
| -51% | -$409K | 0.03% | 266 |
|
|
2024
Q2 | $675K | Buy |
2,649
+453
| +21% | +$115K | 0.05% | 204 |
|
|
2024
Q1 | $619K | Buy |
2,196
+1,016
| +86% | +$286K | 0.05% | 205 |
|
|
2023
Q4 | $350K | Buy |
1,180
+28
| +2% | +$8.3K | 0.03% | 222 |
|
|
2023
Q3 | $303K | Sell |
1,152
-2,276
| -66% | -$599K | 0.03% | 224 |
|
|
2023
Q2 | $1.02M | Sell |
3,428
-358
| -9% | -$107K | 0.09% | 108 |
|
|
2023
Q1 | $1.06M | Buy |
3,786
+523
| +16% | +$146K | 0.1% | 110 |
|
|
2022
Q4 | $860K | Buy |
3,263
+1,402
| +75% | +$369K | 0.09% | 115 |
|
|
2022
Q3 | $429K | Buy |
1,861
+358
| +24% | +$82.5K | 0.05% | 138 |
|
|
2022
Q2 | $371K | Sell |
1,503
-5
| -0.3% | -$1.23K | 0.04% | 160 |
|
|
2022
Q1 | $373K | Buy |
1,508
+10
| +0.7% | +$2.47K | 0.03% | 164 |
|
|
2021
Q4 | $402K | Buy |
1,498
+4
| +0.3% | +$1.07K | 0.04% | 142 |
|
|
2021
Q3 | $360K | Sell |
1,494
-2
| -0.1% | -$482 | 0.04% | 141 |
|
|
2021
Q2 | $346K | Sell |
1,496
-31
| -2% | -$7.17K | 0.04% | 141 |
|
|
2021
Q1 | $342K | Sell |
1,527
-1,826
| -54% | -$409K | 0.04% | 134 |
|
|
2020
Q4 | $720K | Buy |
3,353
+1,844
| +122% | +$396K | 0.09% | 78 |
|
|
2020
Q3 | $331K | Sell |
1,509
-4
| -0.3% | -$877 | 0.05% | 112 |
|
|
2020
Q2 | $279K | Buy |
1,513
+2
| +0.1% | +$369 | 0.04% | 108 |
|
|
2020
Q1 | $250K | Sell |
1,511
-24
| -2% | -$3.97K | 0.06% | 79 |
|
|
2019
Q4 | $303K | Sell |
1,535
-1
| -0.1% | -$197 | 0.05% | 87 |
|
|
2019
Q3 | $330K | Sell |
1,536
-256
| -14% | -$55K | 0.05% | 97 |
|
|
2019
Q2 | $372K | Hold |
1,792
| – | – | 0.06% | 93 |
|
|
2019
Q1 | $340K | Buy |
1,792
+400
| +29% | +$75.9K | 0.06% | 86 |
|
|
2018
Q4 | $247K | Buy |
+1,392
| New | +$247K | 0.05% | 82 |
|