Carson Advisory’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 | $357K | Buy |
1,222
+1
| +0.1% | +$292 | 0.23% | 105 |
|
|
2025
Q1 | $382K | Sell |
1,221
-20
| -2% | -$6.25K | 0.26% | 92 |
|
|
2024
Q4 | $360K | Sell |
1,241
-324
| -21% | -$93.9K | 0.25% | 96 |
|
|
2024
Q3 | $476K | Buy |
1,565
+1
| +0.1% | +$304 | 0.3% | 84 |
|
|
2024
Q2 | $399K | Buy |
1,564
+1
| +0.1% | +$255 | 0.28% | 95 |
|
|
2024
Q1 | $441K | Buy |
1,563
+35
| +2% | +$9.87K | 0.31% | 89 |
|
|
2023
Q4 | $453K | Sell |
1,528
-32
| -2% | -$9.49K | 0.35% | 85 |
|
|
2023
Q3 | $411K | Buy |
1,560
+259
| +20% | +$68.2K | 0.36% | 86 |
|
|
2023
Q2 | $388K | Buy |
1,301
+1
| +0.1% | +$298 | 0.33% | 88 |
|
|
2023
Q1 | $363K | Buy |
1,300
+1
| +0.1% | +$280 | 0.32% | 88 |
|
|
2022
Q4 | $342K | Buy |
1,299
+7
| +0.5% | +$1.85K | 0.33% | 80 |
|
|
2022
Q3 | $298K | Sell |
1,292
-100
| -7% | -$23.1K | 0.33% | 79 |
|
|
2022
Q2 | $344K | Buy |
1,392
+136
| +11% | +$33.6K | 0.38% | 75 |
|
|
2022
Q1 | $311K | Buy |
1,256
+388
| +45% | +$96.1K | 0.31% | 88 |
|
|
2021
Q4 | $233K | Buy |
+868
| New | +$233K | 0.24% | 113 |
|