Baker Tilly Wealth 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 | $380K | Sell |
1,300
-29
| -2% | -$8.47K | 0.14% | 159 |
|
|
2025
Q1 | $415K | Buy |
1,329
+257
| +24% | +$80.3K | 0.16% | 138 |
|
|
2024
Q4 | $311K | Sell |
1,072
-378
| -26% | -$110K | 0.12% | 184 |
|
|
2024
Q3 | $442K | Sell |
1,450
-181
| -11% | -$55.1K | 0.2% | 126 |
|
|
2024
Q2 | $416K | Sell |
1,631
-3,085
| -65% | -$786K | 0.17% | 147 |
|
|
2024
Q1 | $1.33M | Sell |
4,716
-638
| -12% | -$180K | 0.24% | 95 |
|
|
2023
Q4 | $1.59M | Sell |
5,354
-308
| -5% | -$91.3K | 0.26% | 85 |
|
|
2023
Q3 | $1.49M | Sell |
5,662
-880
| -13% | -$232K | 0.25% | 87 |
|
|
2023
Q2 | $1.95M | Sell |
6,542
-322
| -5% | -$96.1K | 0.21% | 104 |
|
|
2023
Q1 | $1.92M | Buy |
6,864
+424
| +7% | +$119K | 0.22% | 104 |
|
|
2022
Q4 | $1.7M | Sell |
6,440
-144
| -2% | -$37.9K | 0.21% | 115 |
|
|
2022
Q3 | $1.52M | Buy |
6,584
+179
| +3% | +$41.3K | 0.21% | 100 |
|
|
2022
Q2 | $1.58M | Sell |
6,405
-54
| -0.8% | -$13.3K | 0.21% | 102 |
|
|
2022
Q1 | $1.6M | Sell |
6,459
-1,773
| -22% | -$438K | 0.18% | 115 |
|
|
2021
Q4 | $2.21M | Buy |
8,232
+1,530
| +23% | +$410K | 0.24% | 84 |
|
|
2021
Q3 | $1.62M | Buy |
6,702
+602
| +10% | +$145K | 0.21% | 94 |
|
|
2021
Q2 | $1.41M | Buy |
6,100
+503
| +9% | +$116K | 0.23% | 92 |
|
|
2021
Q1 | $1.26M | Buy |
5,597
+1,086
| +24% | +$244K | 0.26% | 97 |
|
|
2020
Q4 | $968K | Buy |
+4,511
| New | +$968K | 0.3% | 84 |
|