Avalon Trust’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 | $238K | Sell |
815
-109
| -12% | -$31.8K | 0.02% | 133 |
|
|
2025
Q1 | $289K | Sell |
924
-13
| -1% | -$4.06K | 0.02% | 115 |
|
|
2024
Q4 | $272K | Sell |
937
-15
| -2% | -$4.35K | 0.02% | 109 |
|
|
2024
Q3 | $290K | Sell |
952
-111
| -10% | -$33.8K | 0.02% | 103 |
|
|
2024
Q2 | $271K | Sell |
1,063
-26
| -2% | -$6.63K | 0.02% | 107 |
|
|
2024
Q1 | $307K | Hold |
1,089
| – | – | 0.03% | 108 |
|
|
2023
Q4 | $323K | Buy |
1,089
+167
| +18% | +$49.5K | 0.03% | 99 |
|
|
2023
Q3 | $243K | Hold |
922
| – | – | 0.02% | 107 |
|
|
2023
Q2 | $275K | Hold |
922
| – | – | 0.02% | 108 |
|
|
2023
Q1 | $258K | Buy |
+922
| New | +$258K | 0.03% | 111 |
|