Brown, Lisle/Cummings’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 | $608K | Hold |
2,080
| – | – | 0.16% | 124 |
|
|
2025
Q1 | $650K | Buy |
2,080
+5
| +0.2% | +$1.56K | 0.19% | 119 |
|
|
2024
Q4 | $602K | Buy |
2,075
+199
| +11% | +$57.7K | 0.18% | 124 |
|
|
2024
Q3 | $571K | Sell |
1,876
-135
| -7% | -$41.1K | 0.17% | 122 |
|
|
2024
Q2 | $512K | Buy |
2,011
+856
| +74% | +$218K | 0.17% | 130 |
|
|
2024
Q1 | $326K | Hold |
1,155
| – | – | 0.11% | 162 |
|
|
2023
Q4 | $342K | Hold |
1,155
| – | – | 0.13% | 157 |
|
|
2023
Q3 | $304K | Hold |
1,155
| – | – | 0.14% | 144 |
|
|
2023
Q2 | $345K | Sell |
1,155
-201
| -15% | -$60K | 0.15% | 138 |
|
|
2023
Q1 | $379K | Hold |
1,356
| – | – | 0.19% | 120 |
|
|
2022
Q4 | $357K | Buy |
1,356
+165
| +14% | +$43.5K | 0.19% | 119 |
|
|
2022
Q3 | $275K | Sell |
1,191
-25
| -2% | -$5.77K | 0.16% | 125 |
|
|
2022
Q2 | $300K | Buy |
1,216
+7
| +0.6% | +$1.73K | 0.17% | 126 |
|
|
2022
Q1 | $299K | Buy |
1,209
+21
| +2% | +$5.19K | 0.14% | 137 |
|
|
2021
Q4 | $318K | Buy |
+1,188
| New | +$318K | 0.16% | 127 |
|