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Claris Financial’s McDonald's MCD Stock Holding History

Claris Financial’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$381K Sell
1,304
-370
-22% -$108K 0.29% 85
2025
Q1 		$485K Hold
1,674
– – 0.32% 79
2024
Q4 		$485K Buy
+1,674
New +$485K 0.32% 79