Berger Financial Group’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 | $765K | Buy |
2,619
+178
| +7% | +$52K | 0.05% | 216 |
|
|
2025
Q1 | $762K | Buy |
2,441
+90
| +4% | +$28.1K | 0.05% | 210 |
|
|
2024
Q4 | $682K | Buy |
2,351
+149
| +7% | +$43.2K | 0.05% | 214 |
|
|
2024
Q3 | $671K | Sell |
2,202
-135
| -6% | -$41.1K | 0.05% | 193 |
|
|
2024
Q2 | $596K | Sell |
2,337
-102
| -4% | -$26K | 0.05% | 192 |
|
|
2024
Q1 | $688K | Buy |
2,439
+417
| +21% | +$118K | 0.06% | 175 |
|
|
2023
Q4 | $600K | Sell |
2,022
-1
| -0% | -$297 | 0.06% | 151 |
|
|
2023
Q3 | $533K | Sell |
2,023
-94
| -4% | -$24.8K | 0.06% | 155 |
|
|
2023
Q2 | $632K | Buy |
2,117
+98
| +5% | +$29.2K | 0.07% | 141 |
|
|
2023
Q1 | $565K | Sell |
2,019
-3
| -0.1% | -$839 | 0.07% | 146 |
|
|
2022
Q4 | $533K | Buy |
2,022
+18
| +0.9% | +$4.74K | 0.07% | 144 |
|
|
2022
Q3 | $462K | Sell |
2,004
-104
| -5% | -$24K | 0.07% | 146 |
|
|
2022
Q2 | $520K | Sell |
2,108
-77
| -4% | -$19K | 0.08% | 132 |
|
|
2022
Q1 | $540K | Buy |
2,185
+255
| +13% | +$63K | 0.07% | 140 |
|
|
2021
Q4 | $517K | Buy |
1,930
+1,047
| +119% | +$280K | 0.07% | 148 |
|
|
2021
Q3 | $213K | Buy |
+883
| New | +$213K | 0.04% | 198 |
|