Blackston Financial Advisory 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 | $931K | Buy |
3,186
+394
| +14% | +$115K | 0.42% | 41 |
|
|
2025
Q1 | $873K | Buy |
2,792
+227
| +9% | +$70.9K | 0.44% | 37 |
|
|
2024
Q4 | $744K | Buy |
2,565
+177
| +7% | +$51.3K | 0.37% | 42 |
|
|
2024
Q3 | $728K | Buy |
2,388
+398
| +20% | +$121K | 0.38% | 44 |
|
|
2024
Q2 | $507K | Buy |
+1,990
| New | +$507K | 0.28% | 33 |
|
|
2024
Q1 | – | Sell |
-1,027
| Closed | -$305K | – | 83 |
|
|
2023
Q4 | $305K | Sell |
1,027
-107
| -9% | -$31.7K | 0.19% | 69 |
|
|
2023
Q3 | $299K | Buy |
1,134
+44
| +4% | +$11.6K | 0.21% | 70 |
|
|
2023
Q2 | $325K | Sell |
1,090
-83
| -7% | -$24.7K | 0.23% | 64 |
|
|
2023
Q1 | $328K | Sell |
1,173
-24
| -2% | -$6.71K | 0.25% | 71 |
|
|
2022
Q4 | $315K | Buy |
1,197
+57
| +5% | +$15K | 0.23% | 74 |
|
|
2022
Q3 | $311K | Sell |
1,140
-87
| -7% | -$23.7K | 0.22% | 68 |
|
|
2022
Q2 | $310K | Buy |
1,227
+76
| +7% | +$19.2K | 0.2% | 66 |
|
|
2022
Q1 | $278K | Buy |
1,151
+68
| +6% | +$16.4K | 0.18% | 64 |
|
|
2021
Q4 | $290K | Buy |
+1,083
| New | +$290K | 0.17% | 69 |
|