Breakwater Capital 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
$421K Buy
1,441
+14
+1% +$4.09K 0.07% 238
2025
Q1
$446K Buy
1,427
+180
+14% +$56.2K 0.08% 217
2024
Q4
$361K Sell
1,247
-5
-0.4% -$1.45K 0.07% 210
2024
Q3
$381K Buy
1,252
+44
+4% +$13.4K 0.08% 203
2024
Q2
$308K Sell
1,208
-5
-0.4% -$1.27K 0.07% 218
2024
Q1
$342K Buy
1,213
+262
+28% +$73.9K 0.09% 190
2023
Q4
$284K Sell
951
-7
-0.7% -$2.09K 0.08% 197
2023
Q3
$251K Buy
+958
New +$251K 0.09% 187