CarsonAllaria Wealth Management’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 | $163K | Hold |
557
| – | – | 0.09% | 75 |
|
|
2025
Q1 | $174K | Buy |
557
+1
| +0.2% | +$313 | 0.1% | 74 |
|
|
2024
Q4 | $161K | Buy |
556
+1
| +0.2% | +$290 | 0.09% | 74 |
|
|
2024
Q3 | $169K | Hold |
555
| – | – | 0.1% | 73 |
|
|
2024
Q2 | $141K | Buy |
555
+1
| +0.2% | +$255 | 0.09% | 75 |
|
|
2024
Q1 | $156K | Buy |
554
+417
| +304% | +$118K | 0.1% | 77 |
|
|
2023
Q4 | $40.7K | Sell |
137
-19
| -12% | -$5.65K | 0.03% | 127 |
|
|
2023
Q3 | $41.3K | Hold |
156
| – | – | 0.03% | 120 |
|
|
2023
Q2 | $46.8K | Sell |
156
-25
| -14% | -$7.51K | 0.04% | 113 |
|
|
2023
Q1 | $50.7K | Buy |
181
+1
| +0.6% | +$280 | 0.04% | 110 |
|
|
2022
Q4 | $48K | Buy |
180
+104
| +137% | +$27.7K | 0.04% | 111 |
|
|
2022
Q3 | $17K | Sell |
76
-688
| -90% | -$154K | 0.02% | 152 |
|
|
2022
Q2 | $189K | Buy |
764
+3
| +0.4% | +$742 | 0.18% | 69 |
|
|
2022
Q1 | $188K | Buy |
761
+15
| +2% | +$3.71K | 0.17% | 65 |
|
|
2021
Q4 | $200K | Buy |
+746
| New | +$200K | 0.18% | 65 |
|