Cape Investment Advisory’s McDonald's MCD Stock Holding History

Cape Investment Advisory’s Portfolio MCD Stock Details MCD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$253K	Buy
2025 Q1	$234K	Sell
2024 Q4	$227K	Sell
2024 Q3	$254K	Sell
2024 Q2	$223K	Sell
2024 Q1	$369K	Sell
2023 Q4	$544K	Buy
2023 Q3	$241K	Sell
2023 Q2	$322K	Buy
2023 Q1	$202K	Buy