Carmel Capital Partners’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 | $699K | Buy |
2,393
+3
| +0.1% | +$877 | 0.25% | 75 |
|
|
2025
Q1 | $747K | Buy |
2,390
+8
| +0.3% | +$2.5K | 0.29% | 72 |
|
|
2024
Q4 | $691K | Sell |
2,382
-6
| -0.3% | -$1.74K | 0.28% | 67 |
|
|
2024
Q3 | $727K | Buy |
2,388
+101
| +4% | +$30.8K | 0.28% | 72 |
|
|
2024
Q2 | $583K | Buy |
2,287
+66
| +3% | +$16.8K | 0.25% | 70 |
|
|
2024
Q1 | $626K | Buy |
2,221
+1,038
| +88% | +$293K | 0.26% | 72 |
|
|
2023
Q4 | $351K | Sell |
1,183
-115
| -9% | -$34.1K | 0.18% | 94 |
|
|
2023
Q3 | $342K | Sell |
1,298
-12
| -0.9% | -$3.16K | 0.15% | 102 |
|
|
2023
Q2 | $391K | Buy |
1,310
+37
| +3% | +$11K | 0.2% | 79 |
|
|
2023
Q1 | $356K | Buy |
1,273
+13
| +1% | +$3.64K | 0.21% | 83 |
|
|
2022
Q4 | $332K | Buy |
+1,260
| New | +$332K | 0.23% | 90 |
|