Annis Gardner Whiting Capital Advisors’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 | $903K | Buy |
3,092
+295
| +11% | +$86.2K | 0.31% | 68 |
|
|
2025
Q1 | $874K | Sell |
2,797
-33
| -1% | -$10.3K | 0.37% | 61 |
|
|
2024
Q4 | $820K | Buy |
2,830
+179
| +7% | +$51.9K | 0.23% | 79 |
|
|
2024
Q3 | $807K | Sell |
2,651
-48
| -2% | -$14.6K | 0.23% | 88 |
|
|
2024
Q2 | $688K | Sell |
2,699
-71
| -3% | -$18.1K | 0.2% | 100 |
|
|
2024
Q1 | $781K | Buy |
2,770
+146
| +6% | +$41.2K | 0.28% | 70 |
|
|
2023
Q4 | $778K | Buy |
2,624
+282
| +12% | +$83.6K | 0.34% | 57 |
|
|
2023
Q3 | $617K | Buy |
+2,342
| New | +$617K | 0.33% | 54 |
|