Cape Investment Advisory’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 | $253K | Buy |
865
+117
| +16% | +$34.2K | 0.09% | 165 |
|
|
2025
Q1 | $234K | Sell |
748
-35
| -4% | -$10.9K | 0.09% | 160 |
|
|
2024
Q4 | $227K | Sell |
783
-50
| -6% | -$14.5K | 0.09% | 161 |
|
|
2024
Q3 | $254K | Sell |
833
-43
| -5% | -$13.1K | 0.1% | 145 |
|
|
2024
Q2 | $223K | Sell |
876
-434
| -33% | -$111K | 0.1% | 141 |
|
|
2024
Q1 | $369K | Sell |
1,310
-525
| -29% | -$148K | 0.17% | 95 |
|
|
2023
Q4 | $544K | Buy |
1,835
+919
| +100% | +$273K | 0.27% | 71 |
|
|
2023
Q3 | $241K | Sell |
916
-162
| -15% | -$42.7K | 0.14% | 112 |
|
|
2023
Q2 | $322K | Buy |
1,078
+355
| +49% | +$106K | 0.18% | 95 |
|
|
2023
Q1 | $202K | Buy |
+723
| New | +$202K | 0.12% | 123 |
|