Burling Wealth Partners’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
$2.55M Sell
8,715
-575
-6% -$168K 0.47% 61
2025
Q1
$2.9M Sell
9,290
-793
-8% -$248K 0.61% 51
2024
Q4
$2.92M Buy
+10,083
New +$2.92M 0.6% 46