Chancellor Financial Group WB’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
$833K Buy
2,852
+40
+1% +$11.7K 0.64% 36
2025
Q1
$878K Buy
2,812
+550
+24% +$172K 0.73% 30
2024
Q4
$656K Buy
+2,262
New +$656K 0.53% 42