Baron Silver Stevens Financial Advisors’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 | $694K | Buy |
2,376
+220
| +10% | +$64.3K | 0.11% | 72 |
|
|
2025
Q1 | $673K | Buy |
2,156
+87
| +4% | +$27.2K | 0.12% | 64 |
|
|
2024
Q4 | $600K | Buy |
2,069
+128
| +7% | +$37.1K | 0.1% | 67 |
|
|
2024
Q3 | $591K | Buy |
1,941
+76
| +4% | +$23.1K | 0.1% | 66 |
|
|
2024
Q2 | $475K | Sell |
1,865
-168
| -8% | -$42.8K | 0.09% | 71 |
|
|
2024
Q1 | $573K | Buy |
2,033
+168
| +9% | +$47.4K | 0.11% | 65 |
|
|
2023
Q4 | $553K | Buy |
1,865
+185
| +11% | +$54.9K | 0.12% | 63 |
|
|
2023
Q3 | $443K | Sell |
1,680
-159
| -9% | -$41.9K | 0.1% | 63 |
|
|
2023
Q2 | $549K | Sell |
1,839
-50
| -3% | -$14.9K | 0.12% | 58 |
|
|
2023
Q1 | $528K | Buy |
1,889
+120
| +7% | +$33.6K | 0.14% | 55 |
|
|
2022
Q4 | $466K | Buy |
+1,769
| New | +$466K | 0.11% | 55 |
|
|
2022
Q3 | – | Sell |
-2,600
| Closed | -$641K | – | 131 |
|
|
2022
Q2 | $641K | Buy |
2,600
+470
| +22% | +$116K | 0.17% | 48 |
|
|
2022
Q1 | $526K | Buy |
2,130
+50
| +2% | +$12.3K | 0.12% | 51 |
|
|
2021
Q4 | $557K | Hold |
2,080
| – | – | 0.13% | 48 |
|
|
2021
Q3 | $501K | Sell |
2,080
-453
| -18% | -$109K | 0.13% | 45 |
|
|
2021
Q2 | $585K | Buy |
2,533
+561
| +28% | +$130K | 0.16% | 46 |
|
|
2021
Q1 | $442K | Buy |
1,972
+8
| +0.4% | +$1.79K | 0.24% | 25 |
|
|
2020
Q4 | $421K | Buy |
+1,964
| New | +$421K | 0.14% | 42 |
|