Barrett & Company’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 | $260K | Buy |
888
+184
| +26% | +$53.8K | 0.1% | 129 |
|
|
2025
Q1 | $220K | Hold |
704
| – | – | 0.09% | 129 |
|
|
2024
Q4 | $204K | Buy |
704
+11
| +2% | +$3.19K | 0.09% | 138 |
|
|
2024
Q3 | $211K | Buy |
693
+1
| +0.1% | +$304 | 0.09% | 133 |
|
|
2024
Q2 | $176K | Hold |
692
| – | – | 0.08% | 141 |
|
|
2024
Q1 | $195K | Buy |
692
+6
| +0.9% | +$1.69K | 0.09% | 132 |
|
|
2023
Q4 | $203K | Sell |
686
-30
| -4% | -$8.89K | 0.11% | 131 |
|
|
2023
Q3 | $189K | Buy |
716
+1
| +0.1% | +$263 | 0.11% | 127 |
|
|
2023
Q2 | $213K | Buy |
715
+275
| +63% | +$82.1K | 0.12% | 126 |
|
|
2023
Q1 | $123K | Hold |
440
| – | – | 0.08% | 157 |
|
|
2022
Q4 | $116K | Hold |
440
| – | – | 0.08% | 151 |
|
|
2022
Q3 | $116K | Buy |
+440
| New | +$116K | 0.08% | 151 |
|