AAFMAA Wealth Management & Trust’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 | $359K | Hold |
1,230
| – | – | 0.15% | 80 |
|
|
2025
Q1 | $384K | Hold |
1,230
| – | – | 0.17% | 76 |
|
|
2024
Q4 | $357K | Sell |
1,230
-100
| -8% | -$29K | 0.16% | 65 |
|
|
2024
Q3 | $405K | Hold |
1,330
| – | – | 0.18% | 64 |
|
|
2024
Q2 | $339K | Hold |
1,330
| – | – | 0.17% | 70 |
|
|
2024
Q1 | $375K | Hold |
1,330
| – | – | 0.2% | 59 |
|
|
2023
Q4 | $394K | Hold |
1,330
| – | – | 0.22% | 51 |
|
|
2023
Q3 | $350K | Sell |
1,330
-895
| -40% | -$236K | 0.33% | 43 |
|
|
2023
Q2 | $664K | Hold |
2,225
| – | – | 0.55% | 39 |
|
|
2023
Q1 | $622K | Hold |
2,225
| – | – | 0.5% | 40 |
|
|
2022
Q4 | $586K | Sell |
2,225
-125
| -5% | -$32.9K | 0.53% | 39 |
|
|
2022
Q3 | $542K | Buy |
+2,350
| New | +$542K | 0.4% | 49 |
|
|
2022
Q2 | – | Sell |
-2,400
| Closed | -$593K | – | 63 |
|
|
2022
Q1 | $593K | Sell |
2,400
-97
| -4% | -$24K | 0.27% | 54 |
|
|
2021
Q4 | $669K | Sell |
2,497
-35
| -1% | -$9.38K | 0.29% | 53 |
|
|
2021
Q3 | $610K | Hold |
2,532
| – | – | 0.29% | 56 |
|
|
2021
Q2 | $585K | Hold |
2,532
| – | – | 0.27% | 54 |
|
|
2021
Q1 | $567K | Sell |
2,532
-7,177
| -74% | -$1.61M | 0.27% | 53 |
|
|
2020
Q4 | $2.08M | Buy |
+9,709
| New | +$2.08M | 1.01% | 36 |
|