Univest 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 | $3.91M | Buy |
13,388
+701
| +6% | +$205K | 0.23% | 78 |
|
|
2025
Q1 | $3.96M | Buy |
12,687
+319
| +3% | +$99.6K | 0.26% | 76 |
|
|
2024
Q4 | $3.59M | Sell |
12,368
-820
| -6% | -$238K | 0.23% | 80 |
|
|
2024
Q3 | $4.02M | Buy |
13,188
+11,956
| +970% | +$3.64M | 0.26% | 72 |
|
|
2024
Q2 | $314K | Buy |
1,232
+9
| +0.7% | +$2.29K | 0.09% | 101 |
|
|
2024
Q1 | $345K | Buy |
1,223
+26
| +2% | +$7.33K | 0.1% | 82 |
|
|
2023
Q4 | $355K | Buy |
1,197
+94
| +9% | +$27.9K | 0.11% | 81 |
|
|
2023
Q3 | $291K | Buy |
1,103
+23
| +2% | +$6.06K | 0.1% | 80 |
|
|
2023
Q2 | $322K | Sell |
1,080
-206
| -16% | -$61.5K | 0.1% | 77 |
|
|
2023
Q1 | $360K | Buy |
1,286
+152
| +13% | +$42.5K | 0.11% | 72 |
|
|
2022
Q4 | $299K | Sell |
1,134
-94
| -8% | -$24.8K | 0.09% | 83 |
|
|
2022
Q3 | $283K | Sell |
1,228
-61
| -5% | -$14.1K | 0.09% | 84 |
|
|
2022
Q2 | $318K | Sell |
1,289
-245
| -16% | -$60.4K | 0.1% | 76 |
|
|
2022
Q1 | $379K | Buy |
1,534
+76
| +5% | +$18.8K | 0.11% | 75 |
|
|
2021
Q4 | $391K | Sell |
1,458
-100
| -6% | -$26.8K | 0.1% | 77 |
|
|
2021
Q3 | $375K | Sell |
1,558
-36
| -2% | -$8.67K | 0.1% | 77 |
|
|
2021
Q2 | $368K | Sell |
1,594
-48
| -3% | -$11.1K | 0.1% | 85 |
|
|
2021
Q1 | $368K | Buy |
1,642
+87
| +6% | +$19.5K | 0.1% | 80 |
|
|
2020
Q4 | $333K | Sell |
1,555
-181
| -10% | -$38.8K | 0.1% | 86 |
|
|
2020
Q3 | $381K | Sell |
1,736
-111
| -6% | -$24.4K | 0.12% | 74 |
|
|
2020
Q2 | $340K | Buy |
1,847
+181
| +11% | +$33.3K | 0.11% | 78 |
|
|
2020
Q1 | $275K | Sell |
1,666
-453
| -21% | -$74.8K | 0.11% | 93 |
|
|
2019
Q4 | $258K | Buy |
2,119
+640
| +43% | +$77.9K | 0.11% | 91 |
|
|
2019
Q3 | $318K | Sell |
1,479
-538
| -27% | -$116K | 0.1% | 90 |
|
|
2019
Q2 | $419K | Sell |
2,017
-191
| -9% | -$39.7K | 0.13% | 84 |
|
|
2019
Q1 | $419K | Buy |
2,208
+203
| +10% | +$38.5K | 0.14% | 85 |
|
|
2018
Q4 | $356K | Buy |
2,005
+277
| +16% | +$49.2K | 0.13% | 91 |
|
|
2018
Q3 | $289K | Sell |
1,728
-64
| -4% | -$10.7K | 0.09% | 96 |
|
|
2018
Q2 | $281K | Buy |
1,792
+14
| +0.8% | +$2.2K | 0.11% | 88 |
|
|
2018
Q1 | $278K | Sell |
1,778
-195
| -10% | -$30.5K | 0.12% | 82 |
|
|
2017
Q4 | $340K | Sell |
1,973
-121
| -6% | -$20.9K | 0.14% | 78 |
|
|
2017
Q3 | $328K | Buy |
2,094
+61
| +3% | +$9.56K | 0.14% | 78 |
|
|
2017
Q2 | $311K | Sell |
2,033
-117
| -5% | -$17.9K | 0.13% | 80 |
|
|
2017
Q1 | $279K | Buy |
2,150
+31
| +1% | +$4.02K | 0.12% | 83 |
|
|
2016
Q4 | $258K | Sell |
2,119
-233
| -10% | -$28.4K | 0.11% | 91 |
|
|
2016
Q3 | $271K | Buy |
2,352
+273
| +13% | +$31.5K | 0.12% | 81 |
|
|
2016
Q2 | $250K | Sell |
2,079
-380
| -15% | -$45.7K | 0.11% | 85 |
|
|
2016
Q1 | $309K | Hold |
2,459
| – | – | 0.14% | 80 |
|
|
2015
Q4 | $291K | Sell |
2,459
-450
| -15% | -$53.3K | 0.13% | 84 |
|
|
2015
Q3 | $287K | Buy |
2,909
+49
| +2% | +$4.83K | 0.14% | 77 |
|
|
2015
Q2 | $272K | Buy |
2,860
+171
| +6% | +$16.3K | 0.12% | 75 |
|
|
2015
Q1 | $262K | Buy |
2,689
+441
| +20% | +$43K | 0.12% | 74 |
|
|
2014
Q4 | $211K | Sell |
2,248
-364
| -14% | -$34.2K | 0.09% | 78 |
|
|
2014
Q3 | $248K | Sell |
2,612
-390
| -13% | -$37K | 0.12% | 74 |
|
|
2014
Q2 | $302K | Sell |
3,002
-2,626
| -47% | -$264K | 0.14% | 69 |
|
|
2014
Q1 | $552K | Sell |
5,628
-23,704
| -81% | -$2.32M | 0.28% | 63 |
|
|
2013
Q4 | $2.85M | Buy |
29,332
+1,274
| +5% | +$124K | 1.4% | 41 |
|
|
2013
Q3 | $2.7M | Buy |
28,058
+387
| +1% | +$37.2K | 1.44% | 39 |
|
|
2013
Q2 | $2.74M | Buy |
+27,671
| New | +$2.74M | 1.5% | 33 |
|