AUA Capital 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	$309K	Hold	1,059	–	–	0.18%	60
2025 Q1	$331K	Hold	1,059	–	–	0.22%	58
2024 Q4	$307K	Hold	1,059	–	–	0.2%	59
2024 Q3	$322K	Hold	1,059	–	–	0.19%	62
2024 Q2	$270K	Hold	1,059	–	–	0.16%	63
2024 Q1	$299K	Hold	1,059	–	–	0.17%	70
2023 Q4	$314K	Hold	1,059	–	–	0.2%	63
2023 Q3	$279K	Buy	1,059 +249	+31%	+$65.6K	0.2%	64
2023 Q2	$242K	Sell	810 -30	-4%	-$8.95K	0.17%	66
2023 Q1	$235K	Buy	840 +3	+0.4%	+$839	0.16%	72
2022 Q4	$221K	Hold	837	–	–	0.15%	79
2022 Q3	$193K	Sell	837 -250	-23%	-$57.6K	0.13%	76
2022 Q2	$268K	Hold	1,087	–	–	0.16%	73
2022 Q1	$269K	Buy	1,087 +244	+29%	+$60.4K	0.14%	76
2021 Q4	$226K	Hold	843	–	–	0.13%	80
2021 Q3	$203K	Hold	843	–	–	0.13%	78
2021 Q2	$195K	Hold	843	–	–	0.12%	82
2021 Q1	$189K	Hold	843	–	–	0.12%	84
2020 Q4	$181K	Sell	843 -1	-0.1%	-$215	0.13%	80
2020 Q3	$185K	Buy	844 +29	+4%	+$6.36K	0.15%	71
2020 Q2	$150K	Hold	815	–	–	0.15%	70
2020 Q1	$135K	Hold	815	–	–	0.13%	83
2019 Q4	$161K	Hold	815	–	–	0.13%	87
2019 Q3	$175K	Hold	815	–	–	0.14%	87
2019 Q2	$169K	Hold	815	–	–	0.14%	86
2019 Q1	$155K	Hold	815	–	–	0.13%	89
2018 Q4	$145K	Hold	815	–	–	0.13%	86
2018 Q3	$136K	Hold	815	–	–	0.11%	94
2018 Q2	$128K	Hold	815	–	–	0.11%	90
2018 Q1	$127K	Hold	815	–	–	0.11%	94
2017 Q4	$140K	Hold	815	–	–	0.13%	93
2017 Q3	$128K	Hold	815	–	–	0.12%	95
2017 Q2	$125K	Buy	+815	New	+$125K	0.11%	96
2017 Q1	–	Sell	-815	Closed	-$99K	–	201
2016 Q4	$99K	Buy	+815	New	+$99K	0.09%	99