Capstone Triton Financial Group’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 | $1.33M | Buy |
+4,567
| New | +$1.33M | 0.97% | 41 |
|
|
2024
Q4 | $1.28M | Buy |
4,416
+120
| +3% | +$34.8K | 0.8% | 44 |
|
|
2024
Q3 | $1.31M | Sell |
4,296
-74
| -2% | -$22.5K | 0.84% | 43 |
|
|
2024
Q2 | $1.11M | Buy |
4,370
+96
| +2% | +$24.5K | 0.78% | 47 |
|
|
2024
Q1 | $1.21M | Buy |
4,274
+204
| +5% | +$57.5K | 0.86% | 43 |
|
|
2023
Q4 | $1.21M | Sell |
4,070
-350
| -8% | -$104K | 0.88% | 38 |
|
|
2023
Q3 | $1.16M | Buy |
4,420
+158
| +4% | +$41.6K | 0.85% | 40 |
|
|
2023
Q2 | $1.27M | Buy |
4,262
+86
| +2% | +$25.7K | 0.87% | 41 |
|
|
2023
Q1 | $1.17M | Buy |
4,176
+355
| +9% | +$99.3K | 0.88% | 42 |
|
|
2022
Q4 | $1.01M | Buy |
3,821
+524
| +16% | +$138K | 0.81% | 46 |
|
|
2022
Q3 | $761K | Buy |
3,297
+86
| +3% | +$19.9K | 0.65% | 52 |
|
|
2022
Q2 | $814K | Buy |
3,211
+260
| +9% | +$65.9K | 0.62% | 53 |
|
|
2022
Q1 | $729K | Buy |
2,951
+390
| +15% | +$96.3K | 0.51% | 65 |
|
|
2021
Q4 | $684K | Buy |
2,561
+285
| +13% | +$76.1K | 1.38% | 34 |
|
|
2021
Q3 | $540K | Buy |
2,276
+404
| +22% | +$95.9K | 0.32% | 79 |
|
|
2021
Q2 | $432K | Buy |
1,872
+245
| +15% | +$56.5K | 0.27% | 80 |
|
|
2021
Q1 | $365K | Buy |
1,627
+64
| +4% | +$14.4K | 0.24% | 82 |
|
|
2020
Q4 | $335K | Buy |
+1,563
| New | +$335K | 0.21% | 83 |
|