Adero Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $303K | Buy |
969
+71
| +8% | +$22.2K | 0.02% | 172 |
|
|
2024
Q4 | $260K | Buy |
898
+82
| +10% | +$23.8K | 0.02% | 193 |
|
|
2024
Q3 | $249K | Buy |
816
+11
| +1% | +$3.35K | 0.02% | 191 |
|
|
2024
Q2 | $205K | Buy |
805
+21
| +3% | +$5.35K | 0.02% | 197 |
|
|
2024
Q1 | $221K | Sell |
784
-67
| -8% | -$18.9K | 0.02% | 179 |
|
|
2023
Q4 | $252K | Sell |
851
-23
| -3% | -$6.82K | 0.02% | 160 |
|
|
2023
Q3 | $230K | Buy |
874
+151
| +21% | +$39.8K | 0.02% | 159 |
|
|
2023
Q2 | $216K | Hold |
723
| – | – | 0.02% | 151 |
|
|
2023
Q1 | $202K | Buy |
+723
| New | +$202K | 0.02% | 154 |
|
|
2022
Q2 | – | Sell |
-1,166
| Closed | -$288K | – | 162 |
|
|
2022
Q1 | $288K | Sell |
1,166
-119
| -9% | -$29.4K | 0.04% | 130 |
|
|
2021
Q4 | $344K | Buy |
1,285
+41
| +3% | +$11K | 0.06% | 126 |
|
|
2021
Q3 | $300K | Buy |
1,244
+6
| +0.5% | +$1.45K | 0.05% | 121 |
|
|
2021
Q2 | $286K | Buy |
+1,238
| New | +$286K | 0.07% | 114 |
|