Aufman Associates’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
$314K Buy
1,073
+44
+4% +$12.9K 0.19% 41
2025
Q1
$321K Hold
1,029
0.22% 38
2024
Q4
$298K Sell
1,029
-102
-9% -$29.6K 0.2% 42
2024
Q3
$344K Buy
+1,131
New +$344K 0.22% 38