Beacon Capital Management LLC (Tennessee)’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 | $276K | Buy |
945
+39
| +4% | +$11.4K | 0.04% | 103 |
|
|
2025
Q1 | $283K | Buy |
906
+51
| +6% | +$15.9K | 0.04% | 103 |
|
|
2024
Q4 | $248K | Buy |
855
+58
| +7% | +$16.8K | 0.03% | 105 |
|
|
2024
Q3 | $243K | Buy |
797
+47
| +6% | +$14.3K | 0.03% | 108 |
|
|
2024
Q2 | $191K | Sell |
750
-87
| -10% | -$22.2K | 0.04% | 105 |
|
|
2024
Q1 | $236K | Buy |
837
+71
| +9% | +$20K | 0.05% | 95 |
|
|
2023
Q4 | $202K | Sell |
766
-350
| -31% | -$92.2K | 0.06% | 86 |
|
|
2023
Q3 | $333K | Hold |
1,116
| – | – | 0.09% | 56 |
|
|
2023
Q2 | $333K | Sell |
1,116
-12
| -1% | -$3.58K | 0.09% | 56 |
|
|
2023
Q1 | $315K | Sell |
1,128
-5
| -0.4% | -$1.4K | 0.09% | 60 |
|
|
2022
Q4 | $299K | Buy |
1,133
+120
| +12% | +$31.6K | 0.1% | 63 |
|
|
2022
Q3 | $250K | Buy |
1,013
+89
| +10% | +$22K | 0.08% | 69 |
|
|
2022
Q2 | $228K | Hold |
924
| – | – | 0.06% | 86 |
|
|
2022
Q1 | $228K | Buy |
+924
| New | +$228K | 0.05% | 86 |
|