Caldwell Sutter Capital’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 | $1.08M | Sell |
3,709
-16
| -0.4% | -$4.68K | 0.5% | 50 |
|
|
2025
Q1 | $1.16M | Buy |
3,725
+115
| +3% | +$35.9K | 0.55% | 47 |
|
|
2024
Q4 | $1.05M | Buy |
3,610
+264
| +8% | +$76.5K | 0.49% | 53 |
|
|
2024
Q3 | $1.02M | Sell |
3,346
-225
| -6% | -$68.5K | 0.47% | 54 |
|
|
2024
Q2 | $910K | Sell |
3,571
-232
| -6% | -$59.1K | 0.45% | 58 |
|
|
2024
Q1 | $1.07M | Sell |
3,803
-2
| -0.1% | -$564 | 0.52% | 55 |
|
|
2023
Q4 | $1.13M | Buy |
3,805
+38
| +1% | +$11.3K | 0.57% | 50 |
|
|
2023
Q3 | $992K | Sell |
3,767
-214
| -5% | -$56.4K | 0.55% | 49 |
|
|
2023
Q2 | $1.19M | Buy |
3,981
+1,321
| +50% | +$394K | 0.62% | 41 |
|
|
2023
Q1 | $744K | Buy |
2,660
+620
| +30% | +$173K | 0.54% | 48 |
|
|
2022
Q4 | $538K | Buy |
+2,040
| New | +$538K | 0.47% | 57 |
|