U.S. Capital Wealth 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 | $16.9M | Buy |
57,741
+1,533
| +3% | +$448K | 0.49% | 44 |
|
|
2025
Q1 | $17.6M | Buy |
56,208
+2,989
| +6% | +$934K | 0.54% | 40 |
|
|
2024
Q4 | $15.4M | Buy |
53,219
+4,033
| +8% | +$1.17M | 0.48% | 46 |
|
|
2024
Q3 | $15M | Buy |
49,186
+2,997
| +6% | +$913K | 0.53% | 44 |
|
|
2024
Q2 | $11.8M | Buy |
46,189
+3,831
| +9% | +$976K | 0.45% | 53 |
|
|
2024
Q1 | $11.9M | Buy |
42,358
+356
| +0.8% | +$100K | 0.46% | 49 |
|
|
2023
Q4 | $12.5M | Buy |
42,002
+745
| +2% | +$221K | 0.49% | 42 |
|
|
2023
Q3 | $10.9M | Buy |
41,257
+267
| +0.7% | +$70.3K | 0.49% | 42 |
|
|
2023
Q2 | $12.2M | Buy |
40,990
+166
| +0.4% | +$49.5K | 0.58% | 37 |
|
|
2023
Q1 | $11.4M | Buy |
40,824
+2,709
| +7% | +$757K | 0.53% | 33 |
|
|
2022
Q4 | $10M | Buy |
38,115
+1,490
| +4% | +$393K | 0.47% | 35 |
|
|
2022
Q3 | $8.45M | Buy |
36,625
+524
| +1% | +$121K | 0.43% | 41 |
|
|
2022
Q2 | $8.91M | Sell |
36,101
-24,417
| -40% | -$6.03M | 0.39% | 53 |
|
|
2022
Q1 | $15M | Buy |
60,518
+7,121
| +13% | +$1.76M | 0.55% | 33 |
|
|
2021
Q4 | $14.3M | Buy |
53,397
+685
| +1% | +$184K | 0.57% | 32 |
|
|
2021
Q3 | $12.7M | Buy |
+52,712
| New | +$12.7M | 0.55% | 38 |
|