Cladis Investment 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 | $661K | Hold |
2,263
| – | – | 0.41% | 71 |
|
|
2025
Q1 | $707K | Hold |
2,263
| – | – | 0.51% | 61 |
|
|
2024
Q4 | $656K | Buy |
2,263
+273
| +14% | +$79.1K | 0.47% | 66 |
|
|
2024
Q3 | $606K | Hold |
1,990
| – | – | 0.42% | 71 |
|
|
2024
Q2 | $507K | Buy |
1,990
+25
| +1% | +$6.37K | 0.37% | 78 |
|
|
2024
Q1 | $554K | Hold |
1,965
| – | – | 0.41% | 72 |
|
|
2023
Q4 | $583K | Hold |
1,965
| – | – | 0.46% | 68 |
|
|
2023
Q3 | $518K | Buy |
1,965
+50
| +3% | +$13.2K | 0.45% | 67 |
|
|
2023
Q2 | $571K | Hold |
1,915
| – | – | 0.5% | 68 |
|
|
2023
Q1 | $535K | Buy |
1,915
+15
| +0.8% | +$4.19K | 0.48% | 67 |
|
|
2022
Q4 | $501K | Hold |
1,900
| – | – | 0.5% | 66 |
|
|
2022
Q3 | $438K | Sell |
1,900
-50
| -3% | -$11.5K | 0.47% | 70 |
|
|
2022
Q2 | $481K | Hold |
1,950
| – | – | 0.48% | 69 |
|
|
2022
Q1 | $482K | Hold |
1,950
| – | – | 0.39% | 83 |
|
|
2021
Q4 | $523K | Buy |
+1,950
| New | +$523K | 0.42% | 71 |
|