Access Financial Services’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 | $333K | Hold |
1,141
| – | – | 0.13% | 87 |
|
|
2025
Q1 | $356K | Hold |
1,141
| – | – | 0.14% | 82 |
|
|
2024
Q4 | $331K | Hold |
1,141
| – | – | 0.15% | 91 |
|
|
2024
Q3 | $347K | Buy |
1,141
+6
| +0.5% | +$1.83K | 0.16% | 85 |
|
|
2024
Q2 | $289K | Buy |
1,135
+6
| +0.5% | +$1.53K | 0.13% | 90 |
|
|
2024
Q1 | $318K | Buy |
1,129
+6
| +0.5% | +$1.69K | 0.14% | 85 |
|
|
2023
Q4 | $333K | Buy |
+1,123
| New | +$333K | 0.17% | 80 |
|
|
2023
Q3 | – | Sell |
-933
| Closed | -$278K | – | 85 |
|
|
2023
Q2 | $278K | Buy |
933
+5
| +0.5% | +$1.49K | 0.16% | 78 |
|
|
2023
Q1 | $260K | Buy |
+928
| New | +$260K | 0.16% | 82 |
|
|
2020
Q1 | – | Sell |
-8,855
| Closed | -$1.75M | – | 72 |
|
|
2019
Q4 | $1.75M | Buy |
+8,855
| New | +$1.75M | 1.01% | 29 |
|