United Capital 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 | $8.2M | Sell |
28,070
-1,262
| -4% | -$369K | 0.07% | 223 |
|
|
2025
Q1 | $9.16M | Buy |
29,332
+1,012
| +4% | +$316K | 0.08% | 191 |
|
|
2024
Q4 | $8.21M | Sell |
28,320
-649
| -2% | -$188K | 0.07% | 202 |
|
|
2024
Q3 | $8.82M | Buy |
28,969
+628
| +2% | +$191K | 0.07% | 201 |
|
|
2024
Q2 | $7.22M | Sell |
28,341
-1,597
| -5% | -$407K | 0.06% | 211 |
|
|
2024
Q1 | $8.44M | Sell |
29,938
-333
| -1% | -$93.9K | 0.07% | 199 |
|
|
2023
Q4 | $8.98M | Sell |
30,271
-3,065
| -9% | -$909K | 0.07% | 202 |
|
|
2023
Q3 | $8.78M | Buy |
33,336
+3,032
| +10% | +$799K | 0.06% | 237 |
|
|
2023
Q2 | $9.04M | Sell |
30,304
-3,290
| -10% | -$982K | 0.05% | 250 |
|
|
2023
Q1 | $9.39M | Sell |
33,594
-18,085
| -35% | -$5.06M | 0.05% | 244 |
|
|
2022
Q4 | $13.6M | Sell |
51,679
-1,212
| -2% | -$319K | 0.08% | 211 |
|
|
2022
Q3 | $12.2M | Sell |
52,891
-2,448
| -4% | -$565K | 0.07% | 214 |
|
|
2022
Q2 | $13.7M | Buy |
55,339
+551
| +1% | +$136K | 0.08% | 214 |
|
|
2022
Q1 | $13.5M | Buy |
54,788
+1,134
| +2% | +$280K | 0.07% | 241 |
|
|
2021
Q4 | $14.4M | Sell |
53,654
-3,825
| -7% | -$1.03M | 0.07% | 241 |
|
|
2021
Q3 | $13.9M | Sell |
57,479
-1,756
| -3% | -$423K | 0.07% | 236 |
|
|
2021
Q2 | $13.7M | Sell |
59,235
-1,026
| -2% | -$237K | 0.07% | 242 |
|
|
2021
Q1 | $13.5M | Sell |
60,261
-1,745
| -3% | -$391K | 0.07% | 227 |
|
|
2020
Q4 | $13.3M | Sell |
62,006
-22
| -0% | -$4.72K | 0.08% | 226 |
|
|
2020
Q3 | $13.6M | Buy |
62,028
+5,512
| +10% | +$1.21M | 0.09% | 212 |
|
|
2020
Q2 | $10.4M | Sell |
56,516
-6,748
| -11% | -$1.24M | 0.08% | 242 |
|
|
2020
Q1 | $10.5M | Sell |
63,264
-13,850
| -18% | -$2.29M | 0.09% | 226 |
|
|
2019
Q4 | $15.2M | Sell |
77,114
-8,086
| -9% | -$1.6M | 0.1% | 240 |
|
|
2019
Q3 | $18.3M | Sell |
85,200
-19,880
| -19% | -$4.27M | 0.13% | 193 |
|
|
2019
Q2 | $21.8M | Sell |
105,080
-19
| -0% | -$3.95K | 0.14% | 150 |
|
|
2019
Q1 | $20M | Sell |
105,099
-2,191
| -2% | -$416K | 0.14% | 158 |
|
|
2018
Q4 | $19.1M | Sell |
107,290
-2,868
| -3% | -$509K | 0.15% | 142 |
|
|
2018
Q3 | $18.4M | Sell |
110,158
-83,394
| -43% | -$14M | 0.13% | 173 |
|
|
2018
Q2 | $30.3M | Sell |
193,552
-98,580
| -34% | -$15.4M | 0.23% | 104 |
|
|
2018
Q1 | $45.7M | Buy |
292,132
+97,086
| +50% | +$15.2M | 0.35% | 57 |
|
|
2017
Q4 | $33.8M | Sell |
195,046
-52,365
| -21% | -$9.06M | 0.27% | 83 |
|
|
2017
Q3 | $38.8M | Buy |
247,411
+11,749
| +5% | +$1.84M | 0.33% | 61 |
|
|
2017
Q2 | $36.1M | Buy |
235,662
+44,443
| +23% | +$6.81M | 0.32% | 65 |
|
|
2017
Q1 | $24.8M | Sell |
191,219
-34,257
| -15% | -$4.44M | 0.23% | 97 |
|
|
2016
Q4 | $27.4M | Buy |
225,476
+13,508
| +6% | +$1.64M | 0.27% | 80 |
|
|
2016
Q3 | $24.5M | Buy |
211,968
+33,547
| +19% | +$3.87M | 0.24% | 93 |
|
|
2016
Q2 | $21.4M | Sell |
178,421
-5,039
| -3% | -$605K | 0.22% | 96 |
|
|
2016
Q1 | $23.1M | Sell |
183,460
-388
| -0.2% | -$48.8K | 0.25% | 80 |
|
|
2015
Q4 | $21.7M | Sell |
183,848
-1,963
| -1% | -$232K | 0.25% | 80 |
|
|
2015
Q3 | $18.3M | Sell |
185,811
-11,798
| -6% | -$1.16M | 0.22% | 87 |
|
|
2015
Q2 | $18.8M | Sell |
197,609
-38,242
| -16% | -$3.64M | 0.22% | 106 |
|
|
2015
Q1 | $22.8M | Buy |
235,851
+103,779
| +79% | +$10M | 0.28% | 90 |
|
|
2014
Q4 | $12.4M | Buy |
132,072
+22,402
| +20% | +$2.1M | 0.19% | 142 |
|
|
2014
Q3 | $10.4M | Buy |
109,670
+5,566
| +5% | +$528K | 0.18% | 142 |
|
|
2014
Q2 | $10.5M | Sell |
104,104
-1,280
| -1% | -$129K | 0.19% | 139 |
|
|
2014
Q1 | $10.3M | Buy |
105,384
+44,377
| +73% | +$4.35M | 0.22% | 109 |
|
|
2013
Q4 | $5.92M | Sell |
61,007
-9,266
| -13% | -$899K | 0.2% | 130 |
|
|
2013
Q3 | $6.76M | Sell |
70,273
-60,890
| -46% | -$5.86M | 0.22% | 105 |
|
|
2013
Q2 | $13M | Buy |
+131,163
| New | +$13M | 0.34% | 77 |
|