Centennial Wealth Advisory’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 | $787K | Buy |
2,690
+79
| +3% | +$23.1K | 0.25% | 56 |
|
|
2025
Q1 | $816K | Buy |
2,611
+243
| +10% | +$75.9K | 0.3% | 43 |
|
|
2024
Q4 | $686K | Buy |
2,368
+163
| +7% | +$47.3K | 0.27% | 45 |
|
|
2024
Q3 | $672K | Sell |
2,205
-105
| -5% | -$32K | 0.26% | 39 |
|
|
2024
Q2 | $589K | Buy |
2,310
+369
| +19% | +$94.1K | 0.26% | 49 |
|
|
2024
Q1 | $548K | Buy |
1,941
+41
| +2% | +$11.6K | 0.25% | 56 |
|
|
2023
Q4 | $563K | Sell |
1,900
-34
| -2% | -$10.1K | 0.29% | 48 |
|
|
2023
Q3 | $510K | Buy |
1,934
+13
| +0.7% | +$3.43K | 0.27% | 60 |
|
|
2023
Q2 | $573K | Sell |
1,921
-558
| -23% | -$167K | 0.3% | 51 |
|
|
2023
Q1 | $693K | Buy |
2,479
+1,285
| +108% | +$359K | 0.37% | 44 |
|
|
2022
Q4 | $315K | Buy |
1,194
+210
| +21% | +$55.3K | 0.18% | 85 |
|
|
2022
Q3 | $227K | Buy |
984
+167
| +20% | +$38.5K | 0.13% | 92 |
|
|
2022
Q2 | $202K | Buy |
+817
| New | +$202K | 0.11% | 114 |
|