Capital Performance Advisors’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 | $654K | Buy |
2,240
+31
| +1% | +$9.06K | 0.13% | 86 |
|
|
2025
Q1 | $690K | Buy |
2,209
+1,354
| +158% | +$423K | 0.15% | 74 |
|
|
2024
Q4 | $248K | Buy |
855
+71
| +9% | +$20.6K | 0.08% | 119 |
|
|
2024
Q3 | $239K | Buy |
+784
| New | +$239K | 0.07% | 100 |
|
|
2024
Q2 | – | Sell |
-834
| Closed | -$235K | – | 96 |
|
|
2024
Q1 | $235K | Buy |
834
+104
| +14% | +$29.3K | 0.09% | 73 |
|
|
2023
Q4 | $216K | Buy |
+730
| New | +$216K | 0.09% | 67 |
|
|
2023
Q3 | – | Sell |
-703
| Closed | -$210K | – | 57 |
|
|
2023
Q2 | $210K | Sell |
703
-112
| -14% | -$33.4K | 0.1% | 52 |
|
|
2023
Q1 | $228K | Hold |
815
| – | – | 0.12% | 46 |
|
|
2022
Q4 | $215K | Buy |
+815
| New | +$215K | 0.12% | 41 |
|
|
2022
Q3 | – | Sell |
-845
| Closed | -$209K | – | 48 |
|
|
2022
Q2 | $209K | Buy |
+845
| New | +$209K | 0.13% | 41 |
|