Borer Denton & Associates’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 | $3.41M | Hold |
11,659
| – | – | 1.18% | 23 |
|
2025
Q1 | $3.64M | Buy |
11,659
+180
| +2% | +$56.2K | 1.29% | 23 |
|
2024
Q4 | $3.33M | Buy |
11,479
+593
| +5% | +$172K | 1.16% | 24 |
|
2024
Q3 | $3.31M | Sell |
10,886
-50
| -0.5% | -$15.2K | 1.13% | 24 |
|
2024
Q2 | $2.79M | Hold |
10,936
| – | – | 1.01% | 27 |
|
2024
Q1 | $3.08M | Sell |
10,936
-512
| -4% | -$144K | 1.09% | 27 |
|
2023
Q4 | $3.39M | Hold |
11,448
| – | – | 1.3% | 25 |
|
2023
Q3 | $3.02M | Buy |
11,448
+15
| +0.1% | +$3.95K | 1.25% | 26 |
|
2023
Q2 | $3.41M | Hold |
11,433
| – | – | 1.34% | 25 |
|
2023
Q1 | $3.2M | Buy |
11,433
+31
| +0.3% | +$8.67K | 1.33% | 26 |
|
2022
Q4 | $3M | Hold |
11,402
| – | – | 1.33% | 25 |
|
2022
Q3 | $2.63M | Sell |
11,402
-142
| -1% | -$32.8K | 1.31% | 27 |
|
2022
Q2 | $2.85M | Sell |
11,544
-160
| -1% | -$39.5K | 1.37% | 28 |
|
2022
Q1 | $2.89M | Buy |
+11,704
| New | +$2.89M | 1.22% | 28 |
|