Cassaday & Co 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 | $8.17M | Buy |
27,960
+4
| +0% | +$1.17K | 0.2% | 31 |
|
|
2025
Q1 | $8.73M | Sell |
27,956
-114
| -0.4% | -$35.6K | 0.25% | 28 |
|
|
2024
Q4 | $8.14M | Buy |
28,070
+123
| +0.4% | +$35.7K | 0.22% | 29 |
|
|
2024
Q3 | $8.51M | Buy |
27,947
+200
| +0.7% | +$60.9K | 0.24% | 27 |
|
|
2024
Q2 | $7.07M | Sell |
27,747
-992
| -3% | -$253K | 0.22% | 28 |
|
|
2024
Q1 | $8.1M | Buy |
28,739
+383
| +1% | +$108K | 0.26% | 27 |
|
|
2023
Q4 | $8.41M | Buy |
28,356
+269
| +1% | +$79.8K | 0.29% | 26 |
|
|
2023
Q3 | $7.4M | Buy |
28,087
+93
| +0.3% | +$24.5K | 0.31% | 25 |
|
|
2023
Q2 | $8.35M | Sell |
27,994
-746
| -3% | -$223K | 0.33% | 26 |
|
|
2023
Q1 | $8.04M | Sell |
28,740
-83
| -0.3% | -$23.2K | 0.34% | 25 |
|
|
2022
Q4 | $7.6M | Buy |
+28,823
| New | +$7.6M | 0.35% | 29 |
|