Cascade Financial 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 | $857K | Buy |
2,934
+60
| +2% | +$17.5K | 0.1% | 122 |
|
|
2025
Q1 | $898K | Buy |
2,874
+198
| +7% | +$61.8K | 0.11% | 109 |
|
|
2024
Q4 | $776K | Buy |
2,676
+16
| +0.6% | +$4.64K | 0.1% | 117 |
|
|
2024
Q3 | $837K | Buy |
2,660
+35
| +1% | +$11K | 0.1% | 109 |
|
|
2024
Q2 | $669K | Sell |
2,625
-304
| -10% | -$77.5K | 0.09% | 121 |
|
|
2024
Q1 | $783K | Buy |
+2,929
| New | +$783K | 0.11% | 114 |
|