Applied Capital’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 | – | Sell |
-732
| Closed | -$212K | – | 48 |
|
|
2024
Q4 | $212K | Hold |
732
| – | – | 0.11% | 47 |
|
|
2024
Q3 | $223K | Buy |
+732
| New | +$223K | 0.11% | 44 |
|
|
2024
Q2 | – | Sell |
-752
| Closed | -$212K | – | 39 |
|
|
2024
Q1 | $212K | Sell |
752
-1,552
| -67% | -$438K | 0.13% | 37 |
|
|
2023
Q4 | $683K | Hold |
2,304
| – | – | 0.38% | 29 |
|
|
2023
Q3 | $607K | Hold |
2,304
| – | – | 0.37% | 30 |
|
|
2023
Q2 | $688K | Sell |
2,304
-1,198
| -34% | -$357K | 0.43% | 27 |
|
|
2023
Q1 | $979K | Buy |
+3,502
| New | +$979K | 0.65% | 25 |
|