Austin Private Wealth’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 | $809K | Buy |
2,769
+17
| +0.6% | +$4.97K | 0.06% | 125 |
|
|
2025
Q1 | $860K | Buy |
2,752
+181
| +7% | +$56.5K | 0.08% | 114 |
|
|
2024
Q4 | $745K | Buy |
2,571
+244
| +10% | +$70.7K | 0.07% | 109 |
|
|
2024
Q3 | $709K | Sell |
2,327
-38
| -2% | -$11.6K | 0.07% | 103 |
|
|
2024
Q2 | $603K | Buy |
2,365
+9
| +0.4% | +$2.29K | 0.06% | 108 |
|
|
2024
Q1 | $649K | Buy |
2,356
+253
| +12% | +$69.7K | 0.07% | 97 |
|
|
2023
Q4 | $624K | Buy |
2,103
+11
| +0.5% | +$3.26K | 0.08% | 86 |
|
|
2023
Q3 | $551K | Buy |
2,092
+106
| +5% | +$27.9K | 0.08% | 83 |
|
|
2023
Q2 | $593K | Buy |
1,986
+145
| +8% | +$43.3K | 0.09% | 83 |
|
|
2023
Q1 | $515K | Buy |
1,841
+10
| +0.5% | +$2.8K | 0.08% | 86 |
|
|
2022
Q4 | $483K | Sell |
1,831
-6
| -0.3% | -$1.58K | 0.08% | 89 |
|
|
2022
Q3 | $424K | Buy |
1,837
+34
| +2% | +$7.85K | 0.09% | 78 |
|
|
2022
Q2 | $445K | Buy |
1,803
+56
| +3% | +$13.8K | 0.1% | 74 |
|
|
2022
Q1 | $432K | Buy |
1,747
+48
| +3% | +$11.9K | 0.09% | 74 |
|
|
2021
Q4 | $455K | Sell |
1,699
-377
| -18% | -$101K | 0.09% | 76 |
|
|
2021
Q3 | $501K | Buy |
2,076
+164
| +9% | +$39.6K | 0.11% | 67 |
|
|
2021
Q2 | $442K | Hold |
1,912
| – | – | 0.1% | 74 |
|
|
2021
Q1 | $429K | Hold |
1,912
| – | – | 0.11% | 64 |
|
|
2020
Q4 | $410K | Buy |
1,912
+693
| +57% | +$149K | 0.12% | 65 |
|
|
2020
Q3 | $268K | Sell |
1,219
-128
| -10% | -$28.1K | 0.1% | 73 |
|
|
2020
Q2 | $248K | Buy |
1,347
+60
| +5% | +$11K | 0.11% | 66 |
|
|
2020
Q1 | $213K | Buy |
1,287
+32
| +3% | +$5.3K | 0.13% | 68 |
|
|
2019
Q4 | $248K | Buy |
+1,255
| New | +$248K | 0.13% | 68 |
|