Capital & Planning LLC’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	$5.66M	Buy	19,388 +464	+2%	+$136K	3.85%	7
2025 Q1	$5.91M	Buy	18,924 +588	+3%	+$184K	4.39%	7
2024 Q4	$5.32M	Buy	+18,336	New	+$5.32M	3.89%	8