Callan 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
Q1 | $795K | Buy |
2,546
+272
| +12% | +$85K | 0.06% | 143 |
|
|
2024
Q4 | $659K | Buy |
2,274
+170
| +8% | +$49.3K | 0.05% | 146 |
|
|
2024
Q3 | $641K | Buy |
2,104
+561
| +36% | +$171K | 0.04% | 149 |
|
|
2024
Q2 | $393K | Sell |
1,543
-33
| -2% | -$8.41K | 0.03% | 193 |
|
|
2024
Q1 | $444K | Buy |
1,576
+176
| +13% | +$49.6K | 0.04% | 154 |
|
|
2023
Q4 | $415K | Buy |
1,400
+142
| +11% | +$42.1K | 0.04% | 141 |
|
|
2023
Q3 | $331K | Buy |
1,258
+100
| +9% | +$26.3K | 0.04% | 150 |
|
|
2023
Q2 | $346K | Sell |
1,158
-655
| -36% | -$195K | 0.04% | 133 |
|
|
2023
Q1 | $507K | Sell |
1,813
-102
| -5% | -$28.5K | 0.06% | 110 |
|
|
2022
Q4 | $505K | Buy |
1,915
+665
| +53% | +$175K | 0.06% | 105 |
|
|
2022
Q3 | $288K | Buy |
+1,250
| New | +$288K | 0.05% | 108 |
|