AA Financial 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 | $1.08M | Buy |
3,682
+779
| +27% | +$228K | 0.23% | 69 |
|
|
2025
Q1 | $907K | Buy |
2,903
+145
| +5% | +$45.3K | 0.22% | 74 |
|
|
2024
Q4 | $799K | Buy |
2,758
+358
| +15% | +$104K | 0.21% | 74 |
|
|
2024
Q3 | $731K | Buy |
2,400
+295
| +14% | +$89.8K | 0.21% | 79 |
|
|
2024
Q2 | $536K | Buy |
2,105
+298
| +16% | +$75.9K | 0.19% | 94 |
|
|
2024
Q1 | $509K | Buy |
+1,807
| New | +$509K | 0.21% | 94 |
|