Carr 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 | $359K | Buy |
1,227
+3
| +0.2% | +$877 | 0.11% | 125 |
|
|
2025
Q1 | $382K | Buy |
1,224
+5
| +0.4% | +$1.56K | 0.13% | 111 |
|
|
2024
Q4 | $353K | Buy |
1,219
+243
| +25% | +$70.4K | 0.11% | 133 |
|
|
2024
Q3 | $297K | Buy |
976
+3
| +0.3% | +$914 | 0.09% | 156 |
|
|
2024
Q2 | $248K | Sell |
973
-27
| -3% | -$6.88K | 0.08% | 166 |
|
|
2024
Q1 | $282K | Sell |
1,000
-5
| -0.5% | -$1.41K | 0.09% | 152 |
|
|
2023
Q4 | $298K | Hold |
1,005
| – | – | 0.11% | 131 |
|
|
2023
Q3 | $269K | Hold |
1,005
| – | – | 0.11% | 135 |
|
|
2023
Q2 | $300K | Buy |
1,005
+19
| +2% | +$5.67K | 0.12% | 133 |
|
|
2023
Q1 | $276K | Sell |
986
-200
| -17% | -$55.9K | 0.12% | 132 |
|
|
2022
Q4 | $313K | Buy |
+1,186
| New | +$313K | 0.16% | 120 |
|