Alta Advisers’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 | $1.03M | Hold |
3,514
| – | – | 0.37% | 47 |
|
|
2025
Q1 | $1.1M | Buy |
3,514
+1,100
| +46% | +$344K | 0.47% | 39 |
|
|
2024
Q4 | $700K | Buy |
2,414
+480
| +25% | +$139K | 0.44% | 37 |
|
|
2024
Q3 | $589K | Buy |
1,934
+134
| +7% | +$40.8K | 0.27% | 39 |
|
|
2024
Q2 | $459K | Hold |
1,800
| – | – | 0.22% | 51 |
|
|
2024
Q1 | $508K | Hold |
1,800
| – | – | 0.25% | 50 |
|
|
2023
Q4 | $534K | Hold |
1,800
| – | – | 0.29% | 38 |
|
|
2023
Q3 | $474K | Hold |
1,800
| – | – | 0.27% | 39 |
|
|
2023
Q2 | $537K | Hold |
1,800
| – | – | 0.3% | 34 |
|
|
2023
Q1 | $503K | Hold |
1,800
| – | – | 0.3% | 35 |
|
|
2022
Q4 | $474K | Hold |
1,800
| – | – | 0.28% | 36 |
|
|
2022
Q3 | $415K | Buy |
+1,800
| New | +$415K | 0.26% | 40 |
|