3IP
3Chopt Investment Partners’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2M | Buy |
6,860
+49
| +0.7% | +$14.3K | 0.48% | 52 |
|
2025
Q1 | $2.13M | Buy |
+6,811
| New | +$2.13M | 0.56% | 46 |
|
2024
Q3 | – | Sell |
-2,463
| Closed | -$628K | – | 138 |
|
2024
Q2 | $628K | Buy |
+2,463
| New | +$628K | 0.19% | 102 |
|
2024
Q1 | – | Sell |
-2,310
| Closed | -$685K | – | 125 |
|
2023
Q4 | $685K | Buy |
+2,310
| New | +$685K | 0.25% | 93 |
|
2023
Q3 | – | Sell |
-2,035
| Closed | -$607K | – | 103 |
|
2023
Q2 | $607K | Hold |
2,035
| – | – | 0.3% | 77 |
|
2023
Q1 | $569K | Buy |
2,035
+49
| +2% | +$13.7K | 0.3% | 79 |
|
2022
Q4 | $523K | Buy |
+1,986
| New | +$523K | 0.29% | 79 |
|