Verdence Capital 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 | $3.59M | Sell |
12,283
-134
| -1% | -$39.2K | 0.25% | 100 |
|
|
2025
Q1 | $3.88M | Buy |
12,417
+137
| +1% | +$42.8K | 0.3% | 85 |
|
|
2024
Q4 | $3.56M | Buy |
12,280
+385
| +3% | +$112K | 0.29% | 90 |
|
|
2024
Q3 | $3.62M | Sell |
11,895
-113
| -0.9% | -$34.4K | 0.29% | 90 |
|
|
2024
Q2 | $3.06M | Buy |
12,008
+197
| +2% | +$50.2K | 0.27% | 94 |
|
|
2024
Q1 | $3.33M | Sell |
11,811
-545
| -4% | -$154K | 0.3% | 87 |
|
|
2023
Q4 | $3.66M | Buy |
12,356
+51
| +0.4% | +$15.1K | 0.35% | 68 |
|
|
2023
Q3 | $3.24M | Buy |
12,305
+456
| +4% | +$120K | 0.35% | 74 |
|
|
2023
Q2 | $3.54M | Sell |
11,849
-165
| -1% | -$49.2K | 0.41% | 55 |
|
|
2023
Q1 | $3.36M | Sell |
12,014
-373
| -3% | -$104K | 0.41% | 61 |
|
|
2022
Q4 | $3.26M | Buy |
12,387
+160
| +1% | +$42.2K | 0.4% | 58 |
|
|
2022
Q3 | $2.82M | Sell |
12,227
-179
| -1% | -$41.3K | 0.39% | 70 |
|
|
2022
Q2 | $3.06M | Sell |
12,406
-559
| -4% | -$138K | 0.4% | 68 |
|
|
2022
Q1 | $3.21M | Buy |
12,965
+241
| +2% | +$59.6K | 0.36% | 72 |
|
|
2021
Q4 | $3.41M | Buy |
12,724
+5
| +0% | +$1.34K | 0.4% | 67 |
|
|
2021
Q3 | $3.07M | Buy |
12,719
+545
| +4% | +$131K | 0.4% | 64 |
|
|
2021
Q2 | $2.81M | Buy |
12,174
+3,175
| +35% | +$733K | 0.39% | 71 |
|
|
2021
Q1 | $2.02M | Sell |
8,999
-87
| -1% | -$19.5K | 0.34% | 84 |
|
|
2020
Q4 | $1.95M | Buy |
9,086
+153
| +2% | +$32.8K | 0.37% | 70 |
|
|
2020
Q3 | $1.96M | Sell |
8,933
-59
| -0.7% | -$13K | 0.45% | 60 |
|
|
2020
Q2 | $1.66M | Buy |
8,992
+109
| +1% | +$20.1K | 0.41% | 70 |
|
|
2020
Q1 | $1.47M | Sell |
8,883
-1,434
| -14% | -$237K | 0.44% | 62 |
|
|
2019
Q4 | $2.04M | Buy |
10,317
+868
| +9% | +$172K | 0.5% | 59 |
|
|
2019
Q3 | $2.03M | Buy |
9,449
+567
| +6% | +$122K | 0.57% | 51 |
|
|
2019
Q2 | $1.85M | Sell |
8,882
-696
| -7% | -$145K | 0.53% | 57 |
|
|
2019
Q1 | $1.82M | Buy |
9,578
+358
| +4% | +$68K | 0.49% | 61 |
|
|
2018
Q4 | $1.64M | Sell |
9,220
-1,080
| -10% | -$192K | 0.46% | 61 |
|
|
2018
Q3 | $1.72M | Buy |
10,300
+2,849
| +38% | +$477K | 0.43% | 60 |
|
|
2018
Q2 | $1.17M | Sell |
7,451
-2,179
| -23% | -$341K | 0.28% | 85 |
|
|
2018
Q1 | $1.51M | Sell |
9,630
-403
| -4% | -$63K | 0.36% | 64 |
|
|
2017
Q4 | $1.73M | Buy |
+10,033
| New | +$1.73M | 0.41% | 51 |
|