World Investment 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 | $6.49M | Buy |
22,222
+13,252
| +148% | +$3.87M | 0.15% | 164 |
|
|
2025
Q1 | $2.8M | Buy |
8,970
+365
| +4% | +$114K | 0.07% | 289 |
|
|
2024
Q4 | $2.49M | Buy |
8,605
+1,930
| +29% | +$560K | 0.07% | 294 |
|
|
2024
Q3 | $2.03M | Buy |
6,675
+752
| +13% | +$229K | 0.06% | 293 |
|
|
2024
Q2 | $1.51M | Buy |
+5,923
| New | +$1.51M | 0.09% | 194 |
|
|
2024
Q1 | – | Sell |
-1,453
| Closed | -$431K | – | 442 |
|
|
2023
Q4 | $431K | Buy |
1,453
+208
| +17% | +$61.7K | 0.06% | 247 |
|
|
2023
Q3 | $328K | Buy |
1,245
+193
| +18% | +$50.8K | 0.07% | 188 |
|
|
2023
Q2 | $314K | Buy |
+1,052
| New | +$314K | 0.06% | 194 |
|
|
2022
Q4 | – | Sell |
-1,760
| Closed | -$406K | – | 256 |
|
|
2022
Q3 | $406K | Buy |
1,760
+7
| +0.4% | +$1.62K | 0.1% | 150 |
|
|
2022
Q2 | $460K | Sell |
1,753
-7
| -0.4% | -$1.84K | 0.1% | 156 |
|
|
2022
Q1 | $435K | Buy |
1,760
+8
| +0.5% | +$1.98K | 0.09% | 159 |
|
|
2021
Q4 | $450K | Buy |
1,752
+25
| +1% | +$6.42K | 0.09% | 160 |
|
|
2021
Q3 | $416K | Buy |
1,727
+56
| +3% | +$13.5K | 0.09% | 149 |
|
|
2021
Q2 | $386K | Buy |
1,671
+7
| +0.4% | +$1.62K | 0.09% | 155 |
|
|
2021
Q1 | $382K | Buy |
1,664
+157
| +10% | +$36K | 0.09% | 150 |
|
|
2020
Q4 | $322K | Buy |
+1,507
| New | +$322K | 0.08% | 152 |
|