Baron 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 | $469K | Sell |
1,604
-70
| -4% | -$20.5K | 0.17% | 87 |
|
|
2025
Q1 | $523K | Sell |
1,674
-16
| -0.9% | -$5K | 0.23% | 71 |
|
|
2024
Q4 | $490K | Buy |
1,690
+123
| +8% | +$35.7K | 0.23% | 68 |
|
|
2024
Q3 | $477K | Buy |
+1,567
| New | +$477K | 0.23% | 68 |
|
|
2024
Q2 | – | Sell |
-727
| Closed | -$205K | – | 197 |
|
|
2024
Q1 | $205K | Sell |
727
-6
| -0.8% | -$1.69K | 0.11% | 173 |
|
|
2023
Q4 | $217K | Buy |
+733
| New | +$217K | 0.12% | 155 |
|
|
2023
Q3 | – | Sell |
-718
| Closed | -$214K | – | 149 |
|
|
2023
Q2 | $214K | Hold |
718
| – | – | 0.14% | 126 |
|
|
2023
Q1 | $201K | Sell |
718
-133
| -16% | -$37.2K | 0.14% | 131 |
|
|
2022
Q4 | $224K | Buy |
+851
| New | +$224K | 0.17% | 114 |
|