Alpha Family 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 | $413K | Hold |
1,415
| – | – | 0.2% | 93 |
|
|
2025
Q1 | $442K | Hold |
1,415
| – | – | 0.26% | 75 |
|
|
2024
Q4 | $410K | Hold |
1,415
| – | – | 0.23% | 70 |
|
|
2024
Q3 | $431K | Sell |
1,415
-235
| -14% | -$71.6K | 0.24% | 74 |
|
|
2024
Q2 | $420K | Buy |
1,650
+245
| +17% | +$62.4K | 0.25% | 69 |
|
|
2024
Q1 | $396K | Hold |
1,405
| – | – | 0.24% | 73 |
|
|
2023
Q4 | $417K | Hold |
1,405
| – | – | 0.28% | 67 |
|
|
2023
Q3 | $370K | Hold |
1,405
| – | – | 0.28% | 66 |
|
|
2023
Q2 | $419K | Hold |
1,405
| – | – | 0.29% | 57 |
|
|
2023
Q1 | $393K | Hold |
1,405
| – | – | 0.31% | 62 |
|
|
2022
Q4 | $370K | Buy |
1,405
+200
| +17% | +$52.7K | 0.33% | 64 |
|
|
2022
Q3 | $278K | Hold |
1,205
| – | – | 0.21% | 35 |
|
|
2022
Q2 | $297K | Buy |
+1,205
| New | +$297K | 0.19% | 35 |
|