Cabot Wealth Management’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 | $307K | Buy |
1,050
+75
| +8% | +$21.9K | 0.04% | 112 |
|
|
2025
Q1 | $305K | Hold |
975
| – | – | 0.04% | 112 |
|
|
2024
Q4 | $283K | Hold |
975
| – | – | 0.04% | 113 |
|
|
2024
Q3 | $297K | Hold |
975
| – | – | 0.04% | 114 |
|
|
2024
Q2 | $248K | Hold |
975
| – | – | 0.03% | 126 |
|
|
2024
Q1 | $275K | Hold |
975
| – | – | 0.04% | 128 |
|
|
2023
Q4 | $289K | Hold |
975
| – | – | 0.04% | 125 |
|
|
2023
Q3 | $257K | Buy |
975
+71
| +8% | +$18.7K | 0.04% | 126 |
|
|
2023
Q2 | $270K | Hold |
904
| – | – | 0.04% | 127 |
|
|
2023
Q1 | $253K | Hold |
904
| – | – | 0.04% | 126 |
|
|
2022
Q4 | $238K | Sell |
904
-642
| -42% | -$169K | 0.04% | 132 |
|
|
2022
Q3 | $357K | Sell |
1,546
-15
| -1% | -$3.46K | 0.06% | 124 |
|
|
2022
Q2 | $385K | Buy |
1,561
+15
| +1% | +$3.7K | 0.06% | 125 |
|
|
2022
Q1 | $382K | Hold |
1,546
| – | – | 0.05% | 130 |
|
|
2021
Q4 | $414K | Hold |
1,546
| – | – | 0.05% | 130 |
|
|
2021
Q3 | $373K | Hold |
1,546
| – | – | 0.05% | 128 |
|
|
2021
Q2 | $357K | Hold |
1,546
| – | – | 0.05% | 131 |
|
|
2021
Q1 | $347K | Buy |
+1,546
| New | +$347K | 0.05% | 127 |
|
|
2020
Q4 | – | Sell |
-915
| Closed | -$201K | – | 145 |
|
|
2020
Q3 | $201K | Buy |
+915
| New | +$201K | 0.04% | 132 |
|
|
2018
Q4 | – | Sell |
-1,916
| Closed | -$321K | – | 135 |
|
|
2018
Q3 | $321K | Hold |
1,916
| – | – | 0.07% | 103 |
|
|
2018
Q2 | $300K | Buy |
+1,916
| New | +$300K | 0.07% | 105 |
|