Valeo Financial Advisors’s McDonald's MCD Stock Holding History

Valeo Financial Advisors’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.11M	Buy	27,762 +1,658	+6%	+$484K	0.2%	56
2025 Q1	$8.15M	Buy	26,104 +664	+3%	+$207K	0.23%	54
2024 Q4	$7.37M	Buy	25,440 +1,962	+8%	+$569K	0.21%	54
2024 Q3	$7.15M	Sell	23,478 -1,494	-6%	-$455K	0.2%	59
2024 Q2	$6.36M	Sell	24,972 -182	-0.7%	-$46.4K	0.2%	62
2024 Q1	$6.96M	Buy	25,154 +158	+0.6%	+$43.7K	0.25%	53
2023 Q4	$7.41M	Buy	24,996 +293	+1%	+$86.9K	0.3%	46
2023 Q3	$6.51M	Buy	24,703 +416	+2%	+$110K	0.3%	47
2023 Q2	$7.25M	Buy	24,287 +843	+4%	+$252K	0.33%	42
2023 Q1	$6.56M	Buy	23,444 +1,049	+5%	+$293K	0.32%	45
2022 Q4	$5.9M	Buy	22,395 +2,197	+11%	+$579K	0.32%	47
2022 Q3	$4.66M	Buy	20,198 +1,059	+6%	+$244K	0.3%	52
2022 Q2	$4.73M	Sell	19,139 -706	-4%	-$174K	0.3%	55
2022 Q1	$4.91M	Buy	19,845 +867	+5%	+$214K	0.25%	62
2021 Q4	$5.09M	Buy	18,978 +751	+4%	+$201K	0.28%	54
2021 Q3	$4.4M	Sell	18,227 -473	-3%	-$114K	0.25%	58
2021 Q2	$4.32M	Buy	18,700 +1,295	+7%	+$299K	0.26%	59
2021 Q1	$3.9M	Buy	17,405 +2,237	+15%	+$501K	0.18%	70
2020 Q4	$3.26M	Buy	15,168 +2,591	+21%	+$556K	0.17%	71
2020 Q3	$2.76M	Sell	12,577 -1,257	-9%	-$276K	0.24%	64
2020 Q2	$2.55M	Buy	13,834 +188	+1%	+$34.7K	0.23%	65
2020 Q1	$2.5M	Buy	13,646 +307	+2%	+$56.3K	0.27%	55
2019 Q4	$2.64M	Buy	13,339 +381	+3%	+$75.3K	0.26%	59
2019 Q3	$2.78M	Buy	12,958 +515	+4%	+$111K	0.31%	51
2019 Q2	$2.58M	Buy	12,443 +278	+2%	+$57.7K	0.3%	55
2019 Q1	$2.31M	Buy	12,165 +2,003	+20%	+$380K	0.28%	62
2018 Q4	$1.8M	Sell	10,162 -89	-0.9%	-$15.8K	0.25%	64
2018 Q3	$1.81M	Buy	10,251 +528	+5%	+$93.4K	0.25%	67
2018 Q2	$1.54M	Sell	9,723 -138	-1%	-$21.8K	0.22%	81
2018 Q1	$1.54M	Buy	9,861 +306	+3%	+$47.9K	0.25%	70
2017 Q4	$1.65M	Sell	9,555 -298	-3%	-$51.3K	0.27%	67
2017 Q3	$1.54M	Buy	+9,853	New	+$1.54M	0.35%	63