Athena Investment Management’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 | $1.16M | Sell |
3,980
-200
| -5% | -$58.4K | 0.65% | 36 |
|
|
2025
Q1 | $1.31M | Hold |
4,180
| – | – | 0.79% | 28 |
|
|
2024
Q4 | $1.21M | Sell |
4,180
-73
| -2% | -$21.2K | 0.7% | 31 |
|
|
2024
Q3 | $1.3M | Sell |
4,253
-50
| -1% | -$15.2K | 0.74% | 28 |
|
|
2024
Q2 | $1.1M | Sell |
4,303
-51
| -1% | -$13K | 0.67% | 36 |
|
|
2024
Q1 | $1.23M | Hold |
4,354
| – | – | 0.74% | 32 |
|
|
2023
Q4 | $1.29M | Sell |
4,354
-149
| -3% | -$44.2K | 0.84% | 23 |
|
|
2023
Q3 | $1.19M | Sell |
4,503
-86
| -2% | -$22.7K | 0.85% | 24 |
|
|
2023
Q2 | $1.37M | Sell |
4,589
-50
| -1% | -$14.9K | 0.94% | 21 |
|
|
2023
Q1 | $1.3M | Sell |
4,639
-75
| -2% | -$21K | 0.93% | 24 |
|
|
2022
Q4 | $1.24M | Sell |
4,714
-180
| -4% | -$47.4K | 0.91% | 27 |
|
|
2022
Q3 | $1.13M | Hold |
4,894
| – | – | 0.95% | 23 |
|
|
2022
Q2 | $1.21M | Buy |
4,894
+263
| +6% | +$64.9K | 0.95% | 26 |
|
|
2022
Q1 | $1.15M | Buy |
+4,631
| New | +$1.15M | 0.89% | 29 |
|