BOS Asset Management’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 | $544K | Buy |
1,861
+22
| +1% | +$6.43K | 0.17% | 96 |
|
|
2025
Q1 | $574K | Buy |
1,839
+150
| +9% | +$46.9K | 0.2% | 86 |
|
|
2024
Q4 | $490K | Sell |
1,689
-1,000
| -37% | -$290K | 0.18% | 85 |
|
|
2024
Q3 | $819K | Hold |
2,689
| – | – | 0.3% | 60 |
|
|
2024
Q2 | $685K | Hold |
2,689
| – | – | 0.32% | 59 |
|
|
2024
Q1 | $758K | Hold |
2,689
| – | – | 0.4% | 51 |
|
|
2023
Q4 | $797K | Hold |
2,689
| – | – | 0.55% | 42 |
|
|
2023
Q3 | $708K | Hold |
2,689
| – | – | 0.52% | 50 |
|
|
2023
Q2 | $802K | Hold |
2,689
| – | – | 0.62% | 41 |
|
|
2023
Q1 | $752K | Buy |
2,689
+17
| +0.6% | +$4.75K | 0.63% | 41 |
|
|
2022
Q4 | $704K | Buy |
+2,672
| New | +$704K | 0.63% | 40 |
|