BigSur Wealth Management’s McDonald's MCD Stock Holding History

BigSur Wealth Management’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.55M	Sell	5,291 -1,538	-23%	-$449K	0.39%	68
2025 Q1	$2.13M	Buy	6,829 +7	+0.1%	+$2.19K	0.58%	47
2024 Q4	$1.98M	Hold	6,822	–	–	0.57%	49
2024 Q3	$2.08M	Hold	6,822	–	–	0.57%	51
2024 Q2	$1.74M	Sell	6,822 -100	-1%	-$25.5K	0.53%	53
2024 Q1	$1.95M	Buy	6,922 +2,670	+63%	+$753K	0.61%	47
2023 Q4	$1.26M	Sell	4,252 -200	-4%	-$59.3K	0.6%	44
2023 Q3	$1.17M	Sell	4,452 -100	-2%	-$26.3K	0.59%	48
2023 Q2	$1.36M	Hold	4,552	–	–	0.65%	44
2023 Q1	$1.27M	Sell	4,552 -87	-2%	-$24.3K	0.6%	48
2022 Q4	$1.22M	Hold	4,639	–	–	0.59%	50
2022 Q3	$1.07M	Hold	4,639	–	–	0.54%	50
2022 Q2	$1.15M	Hold	4,639	–	–	0.54%	52
2022 Q1	$1.15M	Hold	4,639	–	–	0.45%	61
2021 Q4	$1.24M	Buy	4,639 +58	+1%	+$15.6K	0.49%	57
2021 Q3	$1.11M	Sell	4,581 -557	-11%	-$134K	0.5%	52
2021 Q2	$1.19M	Sell	5,138 -18	-0.3%	-$4.16K	0.54%	52
2021 Q1	$1.16M	Sell	5,156 -300	-5%	-$67.3K	0.59%	48
2020 Q4	$1.17M	Hold	5,456	–	–	0.66%	47
2020 Q3	$1.2M	Buy	5,456 +280	+5%	+$61.5K	0.76%	41
2020 Q2	$955K	Sell	5,176 -500	-9%	-$92.3K	0.68%	40
2020 Q1	$939K	Sell	5,676 -200	-3%	-$33.1K	0.7%	35
2019 Q4	$1.16M	Buy	5,876 +2,500	+74%	+$494K	0.66%	40
2019 Q3	$725K	Hold	3,376	–	–	0.49%	50
2019 Q2	$696K	Hold	3,376	–	–	0.49%	47
2019 Q1	$641K	Hold	3,376	–	–	0.42%	51
2018 Q4	$599K	Hold	3,376	–	–	0.43%	49
2018 Q3	$565K	Sell	3,376 -50	-1%	-$8.37K	0.35%	51
2018 Q2	$537K	Sell	3,426 -100	-3%	-$15.7K	0.39%	49
2018 Q1	$551K	Buy	3,526 +4	+0.1%	+$625	0.39%	50
2017 Q4	$606K	Buy	3,522 +156	+5%	+$26.8K	0.6%	41
2017 Q3	$527K	Sell	3,366 -140	-4%	-$21.9K	0.53%	49
2017 Q2	$543K	Sell	3,506 -47	-1%	-$7.28K	0.55%	51
2017 Q1	$513K	Buy	3,553 +403	+13%	+$58.2K	0.56%	48
2016 Q4	$383K	Buy	+3,150	New	+$383K	0.51%	51