Clear Creek Financial Management’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 | $720K | Buy |
2,465
+275
| +13% | +$80.3K | 0.07% | 284 |
|
|
2025
Q1 | $684K | Buy |
2,190
+868
| +66% | +$271K | 0.07% | 259 |
|
|
2024
Q4 | $383K | Buy |
1,322
+22
| +2% | +$6.38K | 0.04% | 338 |
|
|
2024
Q3 | $396K | Buy |
1,300
+35
| +3% | +$10.7K | 0.04% | 300 |
|
|
2024
Q2 | $322K | Sell |
1,265
-29
| -2% | -$7.39K | 0.04% | 326 |
|
|
2024
Q1 | $365K | Sell |
1,294
-87
| -6% | -$24.5K | 0.05% | 293 |
|
|
2023
Q4 | $409K | Sell |
1,381
-185
| -12% | -$54.9K | 0.07% | 217 |
|
|
2023
Q3 | $412K | Buy |
1,566
+378
| +32% | +$99.6K | 0.07% | 193 |
|
|
2023
Q2 | $355K | Hold |
1,188
| – | – | 0.06% | 219 |
|
|
2023
Q1 | $332K | Buy |
1,188
+96
| +9% | +$26.8K | 0.06% | 213 |
|
|
2022
Q4 | $288K | Buy |
+1,092
| New | +$288K | 0.06% | 219 |
|
|
2022
Q3 | – | Sell |
-822
| Closed | -$203K | – | 304 |
|
|
2022
Q2 | $203K | Buy |
+822
| New | +$203K | 0.04% | 279 |
|