Bristlecone Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
796
-54
| -6% | -$15.8K | 0.02% | 209 |
|
|
2025
Q1 | $266K | Sell |
850
-52
| -6% | -$16.2K | 0.02% | 249 |
|
|
2024
Q4 | $261K | Buy |
902
+119
| +15% | +$34.5K | 0.02% | 254 |
|
|
2024
Q3 | $238K | Buy |
+783
| New | +$238K | 0.02% | 257 |
|
|
2024
Q2 | – | Sell |
-805
| Closed | -$227K | – | 295 |
|
|
2024
Q1 | $227K | Buy |
805
+18
| +2% | +$5.08K | 0.02% | 263 |
|
|
2023
Q4 | $233K | Sell |
787
-100
| -11% | -$29.7K | 0.02% | 250 |
|
|
2023
Q3 | $234K | Buy |
887
+39
| +5% | +$10.3K | 0.03% | 240 |
|
|
2023
Q2 | $253K | Buy |
848
+32
| +4% | +$9.55K | 0.03% | 237 |
|
|
2023
Q1 | $228K | Hold |
816
| – | – | 0.03% | 248 |
|
|
2022
Q4 | $215K | Buy |
+816
| New | +$215K | 0.03% | 247 |
|
|
2020
Q1 | – | Sell |
-3,567
| Closed | -$705K | – | 184 |
|
|
2019
Q4 | $705K | Buy |
+3,567
| New | +$705K | 0.14% | 113 |
|
|
2019
Q3 | – | Sell |
-3,273
| Closed | -$680K | – | 162 |
|
|
2019
Q2 | $680K | Buy |
+3,273
| New | +$680K | 0.16% | 104 |
|
|
2017
Q4 | – | Sell |
-306
| Closed | -$48K | – | 224 |
|
|
2017
Q3 | $48K | Buy |
+306
| New | +$48K | 0.02% | 199 |
|