Canopy 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 | $1.02M | Sell |
3,483
-146
| -4% | -$42.7K | 0.37% | 60 |
|
|
2025
Q1 | $1.13M | Sell |
3,629
-24
| -0.7% | -$7.5K | 0.44% | 51 |
|
|
2024
Q4 | $1.06M | Buy |
3,653
+246
| +7% | +$71.3K | 0.4% | 53 |
|
|
2024
Q3 | $1.04M | Buy |
3,407
+78
| +2% | +$23.8K | 0.45% | 46 |
|
|
2024
Q2 | $848K | Sell |
3,329
-45
| -1% | -$11.5K | 0.39% | 56 |
|
|
2024
Q1 | $951K | Buy |
3,374
+453
| +16% | +$128K | 0.46% | 46 |
|
|
2023
Q4 | $866K | Buy |
+2,921
| New | +$866K | 0.53% | 44 |
|