Wealthspire Advisors (New York)’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 | $9.85M | Buy |
33,702
+552
| +2% | +$161K | 0.06% | 114 |
|
|
2025
Q1 | $10.4M | Buy |
33,150
+15,579
| +89% | +$4.87M | 0.06% | 108 |
|
|
2024
Q4 | $5.09M | Buy |
17,571
+106
| +0.6% | +$30.7K | 0.05% | 146 |
|
|
2024
Q3 | $5.32M | Buy |
17,465
+2,147
| +14% | +$654K | 0.05% | 148 |
|
|
2024
Q2 | $3.9M | Buy |
15,318
+219
| +1% | +$55.8K | 0.05% | 133 |
|
|
2024
Q1 | $4.26M | Sell |
15,099
-355
| -2% | -$100K | 0.06% | 124 |
|
|
2023
Q4 | $4.58M | Buy |
15,454
+2,258
| +17% | +$670K | 0.07% | 117 |
|
|
2023
Q3 | $3.48M | Buy |
13,196
+1,998
| +18% | +$526K | 0.06% | 124 |
|
|
2023
Q2 | $3.34M | Sell |
11,198
-615
| -5% | -$184K | 0.05% | 114 |
|
|
2023
Q1 | $3.3M | Sell |
11,813
-1,620
| -12% | -$453K | 0.06% | 115 |
|
|
2022
Q4 | $3.54M | Buy |
13,433
+1,813
| +16% | +$478K | 0.06% | 115 |
|
|
2022
Q3 | $2.68M | Buy |
11,620
+265
| +2% | +$61.1K | 0.06% | 119 |
|
|
2022
Q2 | $2.8M | Buy |
11,355
+661
| +6% | +$163K | 0.06% | 119 |
|
|
2022
Q1 | $2.64M | Sell |
10,694
-2,266
| -17% | -$560K | 0.06% | 108 |
|
|
2021
Q4 | $3.47M | Buy |
12,960
+1,037
| +9% | +$278K | 0.08% | 97 |
|
|
2021
Q3 | $2.88M | Buy |
11,923
+6,489
| +119% | +$1.56M | 0.06% | 130 |
|
|
2021
Q2 | $1.26M | Sell |
5,434
-14,324
| -72% | -$3.31M | 0.03% | 138 |
|
|
2021
Q1 | $4.43M | Buy |
19,758
+7,650
| +63% | +$1.71M | 0.11% | 94 |
|
|
2020
Q4 | $2.6M | Buy |
12,108
+6,846
| +130% | +$1.47M | 0.08% | 111 |
|
|
2020
Q3 | $1.16M | Buy |
5,262
+555
| +12% | +$122K | 0.07% | 116 |
|
|
2020
Q2 | $868K | Sell |
4,707
-9,830
| -68% | -$1.81M | 0.06% | 112 |
|
|
2020
Q1 | $2.4M | Buy |
14,537
+12,463
| +601% | +$2.06M | 0.1% | 112 |
|
|
2019
Q4 | $410K | Buy |
2,074
+137
| +7% | +$27.1K | 0.03% | 115 |
|
|
2019
Q3 | $416K | Buy |
+1,937
| New | +$416K | 0.03% | 95 |
|
|
2019
Q1 | – | Sell |
-590
| Closed | -$105K | – | 492 |
|
|
2018
Q4 | $105K | Buy |
+590
| New | +$105K | 0.01% | 107 |
|