Wealth Architects’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 | $876K | Sell |
2,998
-2
| -0.1% | -$584 | 0.09% | 104 |
|
|
2025
Q1 | $937K | Buy |
3,000
+1,640
| +121% | +$512K | 0.1% | 94 |
|
|
2024
Q4 | $394K | Buy |
1,360
+208
| +18% | +$60.3K | 0.04% | 145 |
|
|
2024
Q3 | $351K | Sell |
1,152
-145
| -11% | -$44.1K | 0.04% | 153 |
|
|
2024
Q2 | $331K | Sell |
1,297
-300
| -19% | -$76.5K | 0.04% | 152 |
|
|
2024
Q1 | $450K | Sell |
1,597
-6
| -0.4% | -$1.69K | 0.06% | 127 |
|
|
2023
Q4 | $475K | Buy |
1,603
+216
| +16% | +$64K | 0.07% | 117 |
|
|
2023
Q3 | $365K | Sell |
1,387
-1
| -0.1% | -$263 | 0.06% | 131 |
|
|
2023
Q2 | $414K | Sell |
1,388
-52
| -4% | -$15.5K | 0.07% | 129 |
|
|
2023
Q1 | $403K | Buy |
1,440
+1
| +0.1% | +$280 | 0.07% | 121 |
|
|
2022
Q4 | $379K | Sell |
1,439
-3
| -0.2% | -$791 | 0.07% | 118 |
|
|
2022
Q3 | $333K | Sell |
1,442
-122
| -8% | -$28.2K | 0.07% | 122 |
|
|
2022
Q2 | $386K | Buy |
1,564
+58
| +4% | +$14.3K | 0.08% | 119 |
|
|
2022
Q1 | $372K | Sell |
1,506
-121
| -7% | -$29.9K | 0.06% | 135 |
|
|
2021
Q4 | $436K | Sell |
1,627
-60
| -4% | -$16.1K | 0.08% | 121 |
|
|
2021
Q3 | $407K | Buy |
1,687
+95
| +6% | +$22.9K | 0.08% | 116 |
|
|
2021
Q2 | $368K | Buy |
1,592
+66
| +4% | +$15.3K | 0.07% | 117 |
|
|
2021
Q1 | $342K | Buy |
1,526
+61
| +4% | +$13.7K | 0.07% | 111 |
|
|
2020
Q4 | $314K | Buy |
1,465
+5
| +0.3% | +$1.07K | 0.07% | 110 |
|
|
2020
Q3 | $320K | Sell |
1,460
-299
| -17% | -$65.5K | 0.09% | 105 |
|
|
2020
Q2 | $324K | Buy |
1,759
+525
| +43% | +$96.7K | 0.09% | 103 |
|
|
2020
Q1 | $204K | Buy |
1,234
+26
| +2% | +$4.3K | 0.07% | 116 |
|
|
2019
Q4 | $239K | Sell |
1,208
-8
| -0.7% | -$1.58K | 0.07% | 115 |
|
|
2019
Q3 | $261K | Sell |
1,216
-33
| -3% | -$7.08K | 0.08% | 105 |
|
|
2019
Q2 | $259K | Sell |
1,249
-129
| -9% | -$26.8K | 0.08% | 109 |
|
|
2019
Q1 | $262K | Sell |
1,378
-21
| -2% | -$3.99K | 0.08% | 104 |
|
|
2018
Q4 | $248K | Sell |
1,399
-548
| -28% | -$97.1K | 0.09% | 99 |
|
|
2018
Q3 | $326K | Buy |
+1,947
| New | +$326K | 0.1% | 92 |
|