CastleKeep Investment Advisors’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 | $1.13M | Sell |
3,869
-405
| -9% | -$118K | 0.55% | 70 |
|
|
2025
Q1 | $1.34M | Buy |
4,274
+98
| +2% | +$30.6K | 0.69% | 46 |
|
|
2024
Q4 | $1.21M | Sell |
4,176
-151
| -3% | -$43.8K | 0.85% | 46 |
|
|
2024
Q3 | $1.32M | Buy |
4,327
+701
| +19% | +$213K | 0.9% | 22 |
|
|
2024
Q2 | $924K | Sell |
3,626
-11
| -0.3% | -$2.8K | 0.71% | 50 |
|
|
2024
Q1 | $1.03M | Sell |
3,637
-563
| -13% | -$159K | 0.74% | 44 |
|
|
2023
Q4 | $1.25M | Buy |
+4,200
| New | +$1.25M | 0.88% | 26 |
|