Colonial River Investments’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 | $532K | Sell |
1,784
-116
| -6% | -$34.6K | 0.23% | 98 |
|
|
2025
Q1 | $594K | Sell |
1,900
-400
| -17% | -$125K | 0.33% | 73 |
|
|
2024
Q4 | $667K | Sell |
2,300
-160
| -7% | -$46.4K | 0.32% | 77 |
|
|
2024
Q3 | $749K | Sell |
2,460
-894
| -27% | -$272K | 0.37% | 66 |
|
|
2024
Q2 | $855K | Sell |
3,354
-21
| -0.6% | -$5.35K | 0.46% | 63 |
|
|
2024
Q1 | $952K | Sell |
3,375
-1,366
| -29% | -$385K | 0.54% | 55 |
|
|
2023
Q4 | $1.41M | Buy |
4,741
+700
| +17% | +$208K | 0.84% | 33 |
|
|
2023
Q3 | $1.06M | Buy |
4,041
+1,529
| +61% | +$403K | 0.7% | 44 |
|
|
2023
Q2 | $750K | Sell |
2,512
-163
| -6% | -$48.7K | 0.49% | 55 |
|
|
2023
Q1 | $748K | Sell |
2,675
-16
| -0.6% | -$4.47K | 0.44% | 66 |
|
|
2022
Q4 | $709K | Sell |
2,691
-812
| -23% | -$214K | 0.45% | 60 |
|
|
2022
Q3 | $808K | Sell |
3,503
-1,615
| -32% | -$373K | 0.56% | 53 |
|
|
2022
Q2 | $1.26M | Buy |
5,118
+292
| +6% | +$72.1K | 0.83% | 33 |
|
|
2022
Q1 | $1.19M | Buy |
4,826
+118
| +3% | +$29.2K | 0.69% | 39 |
|
|
2021
Q4 | $1.26M | Buy |
+4,708
| New | +$1.26M | 0.68% | 38 |
|
|
2021
Q3 | – | Sell |
-3,695
| Closed | -$854K | – | 129 |
|
|
2021
Q2 | $854K | Buy |
3,695
+302
| +9% | +$69.8K | 0.61% | 45 |
|
|
2021
Q1 | $761K | Sell |
3,393
-14
| -0.4% | -$3.14K | 0.61% | 48 |
|
|
2020
Q4 | $735 | Buy |
+3,407
| New | +$735 | 0.33% | 51 |
|