Butensky & Cohen Financial Security’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 | $5.13M | Buy |
17,564
+539
| +3% | +$157K | 1.53% | 24 |
|
|
2025
Q1 | $5.32M | Buy |
17,025
+8,387
| +97% | +$2.62M | 1.63% | 15 |
|
|
2024
Q4 | $2.5M | Buy |
+8,638
| New | +$2.5M | 0.79% | 63 |
|
|
2016
Q1 | – | Sell |
-60
| Closed | -$7K | – | 167 |
|
|
2015
Q4 | $7K | Sell |
60
-6
| -9% | -$700 | 0.01% | 115 |
|
|
2015
Q3 | $7K | Buy |
+66
| New | +$7K | 0.01% | 108 |
|