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 |
|