Capital Square’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 | $388K | Sell |
1,292
-83
| -6% | -$24.9K | 0.21% | 116 |
|
|
2025
Q1 | $430K | Sell |
1,375
-42
| -3% | -$13.1K | 0.25% | 104 |
|
|
2024
Q4 | $404K | Sell |
1,417
-13
| -0.9% | -$3.71K | 0.23% | 108 |
|
|
2024
Q3 | $435K | Buy |
1,430
+50
| +4% | +$15.2K | 0.26% | 100 |
|
|
2024
Q2 | $358K | Buy |
1,380
+10
| +0.7% | +$2.6K | 0.23% | 105 |
|
|
2024
Q1 | $386K | Buy |
1,370
+371
| +37% | +$105K | 0.27% | 96 |
|
|
2023
Q4 | $296K | Sell |
999
-191
| -16% | -$56.6K | 0.33% | 78 |
|
|
2023
Q3 | $305K | Buy |
1,190
+130
| +12% | +$33.3K | 0.41% | 69 |
|
|
2023
Q2 | $316K | Sell |
1,060
-242
| -19% | -$72.2K | 0.29% | 93 |
|
|
2023
Q1 | $368K | Hold |
1,302
| – | – | 0.34% | 79 |
|
|
2022
Q4 | $343K | Hold |
1,302
| – | – | 0.31% | 91 |
|
|
2022
Q3 | $300K | Buy |
1,302
+259
| +25% | +$59.7K | 0.27% | 93 |
|
|
2022
Q2 | $257K | Hold |
1,043
| – | – | 0.21% | 105 |
|
|
2022
Q1 | $257K | Hold |
1,043
| – | – | 0.18% | 121 |
|
|
2021
Q4 | $278K | Sell |
1,043
-12
| -1% | -$3.2K | 0.19% | 122 |
|
|
2021
Q3 | $256K | Buy |
1,055
+89
| +9% | +$21.6K | 0.18% | 129 |
|
|
2021
Q2 | $227K | Buy |
+966
| New | +$227K | 0.17% | 132 |
|
|
2020
Q2 | – | Sell |
-439
| Closed | -$73K | – | 222 |
|
|
2020
Q1 | $73K | Buy |
+439
| New | +$73K | 0.09% | 171 |
|