Zhang Financial’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 | $966K | Buy |
3,307
+341
| +11% | +$99.7K | 0.04% | 168 |
|
|
2025
Q1 | $926K | Buy |
2,966
+44
| +2% | +$13.7K | 0.05% | 164 |
|
|
2024
Q4 | $847K | Buy |
2,922
+8
| +0.3% | +$2.32K | 0.05% | 167 |
|
|
2024
Q3 | $887K | Sell |
2,914
-23
| -0.8% | -$7K | 0.06% | 155 |
|
|
2024
Q2 | $749K | Sell |
2,937
-11
| -0.4% | -$2.8K | 0.05% | 159 |
|
|
2024
Q1 | $831K | Buy |
2,948
+1
| +0% | +$282 | 0.06% | 157 |
|
|
2023
Q4 | $874K | Buy |
2,947
+78
| +3% | +$23.1K | 0.08% | 140 |
|
|
2023
Q3 | $744K | Sell |
2,869
-259
| -8% | -$67.1K | 0.08% | 134 |
|
|
2023
Q2 | $929K | Buy |
3,128
+393
| +14% | +$117K | 0.1% | 118 |
|
|
2023
Q1 | $765K | Sell |
2,735
-40
| -1% | -$11.2K | 0.09% | 126 |
|
|
2022
Q4 | $731K | Buy |
2,775
+57
| +2% | +$15K | 0.09% | 120 |
|
|
2022
Q3 | $627K | Buy |
2,718
+86
| +3% | +$19.8K | 0.09% | 117 |
|
|
2022
Q2 | $649K | Sell |
2,632
-75
| -3% | -$18.5K | 0.1% | 110 |
|
|
2022
Q1 | $669K | Buy |
2,707
+507
| +23% | +$125K | 0.11% | 113 |
|
|
2021
Q4 | $590K | Buy |
2,200
+80
| +4% | +$21.5K | 0.1% | 106 |
|
|
2021
Q3 | $511K | Buy |
2,120
+876
| +70% | +$211K | 0.12% | 90 |
|
|
2021
Q2 | $287K | Hold |
1,244
| – | – | 0.07% | 110 |
|
|
2021
Q1 | $279K | Hold |
1,244
| – | – | 0.07% | 104 |
|
|
2020
Q4 | $267K | Sell |
1,244
-35
| -3% | -$7.51K | 0.08% | 93 |
|
|
2020
Q3 | $281K | Hold |
1,279
| – | – | 0.1% | 78 |
|
|
2020
Q2 | $236K | Buy |
1,279
+18
| +1% | +$3.32K | 0.09% | 81 |
|
|
2020
Q1 | $209K | Sell |
1,261
-595
| -32% | -$98.6K | 0.09% | 83 |
|
|
2019
Q4 | $367K | Sell |
1,856
-319
| -15% | -$63.1K | 0.14% | 70 |
|
|
2019
Q3 | $467K | Buy |
2,175
+2
| +0.1% | +$429 | 0.2% | 56 |
|
|
2019
Q2 | $451K | Buy |
2,173
+521
| +32% | +$108K | 0.19% | 60 |
|
|
2019
Q1 | $314K | Buy |
1,652
+20
| +1% | +$3.8K | 0.14% | 66 |
|
|
2018
Q4 | $290K | Sell |
1,632
-66
| -4% | -$11.7K | 0.14% | 65 |
|
|
2018
Q3 | $283K | Sell |
1,698
-2
| -0.1% | -$333 | 0.14% | 61 |
|
|
2018
Q2 | $267K | Buy |
1,700
+345
| +25% | +$54.2K | 0.14% | 65 |
|
|
2018
Q1 | $214K | Sell |
1,355
-78
| -5% | -$12.3K | 0.11% | 74 |
|
|
2017
Q4 | $249K | Hold |
1,433
| – | – | 0.12% | 70 |
|
|
2017
Q3 | $229K | Buy |
+1,433
| New | +$229K | 0.12% | 72 |
|
|
2017
Q2 | – | Sell |
-1,433
| Closed | -$249K | – | 81 |
|
|
2017
Q1 | $249K | Buy |
+1,433
| New | +$249K | 0.12% | 67 |
|