Cassia Capital 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 | $1M | Sell |
3,438
-46
| -1% | -$13.4K | 0.6% | 43 |
|
|
2025
Q1 | $1.09M | Buy |
3,484
+499
| +17% | +$156K | 0.68% | 36 |
|
|
2024
Q4 | $865K | Buy |
2,985
+917
| +44% | +$266K | 0.55% | 38 |
|
|
2024
Q3 | $630K | Buy |
2,068
+51
| +3% | +$15.5K | 0.42% | 43 |
|
|
2024
Q2 | $514K | Sell |
2,017
-265
| -12% | -$67.5K | 0.34% | 46 |
|
|
2024
Q1 | $643K | Buy |
2,282
+609
| +36% | +$172K | 0.43% | 44 |
|
|
2023
Q4 | $496K | Buy |
1,673
+98
| +6% | +$29.1K | 0.41% | 42 |
|
|
2023
Q3 | $415K | Buy |
1,575
+39
| +3% | +$10.3K | 0.34% | 44 |
|
|
2023
Q2 | $459K | Buy |
1,536
+143
| +10% | +$42.7K | 0.36% | 36 |
|
|
2023
Q1 | $389K | Sell |
1,393
-28
| -2% | -$7.83K | 0.31% | 28 |
|
|
2022
Q4 | $374K | Buy |
1,421
+58
| +4% | +$15.3K | 0.31% | 31 |
|
|
2022
Q3 | $314K | Buy |
1,363
+87
| +7% | +$20K | 0.29% | 30 |
|
|
2022
Q2 | $315K | Buy |
1,276
+4
| +0.3% | +$987 | 0.31% | 32 |
|
|
2022
Q1 | $315K | Buy |
1,272
+32
| +3% | +$7.93K | 0.25% | 38 |
|
|
2021
Q4 | $332K | Buy |
+1,240
| New | +$332K | 0.22% | 38 |
|
|
2021
Q3 | – | Sell |
-888
| Closed | -$205K | – | 119 |
|
|
2021
Q2 | $205K | Buy |
+888
| New | +$205K | 0.15% | 45 |
|