Community Financial Services Group’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 | $5.19M | Buy |
17,768
+447
| +3% | +$131K | 1.03% | 38 |
|
|
2025
Q1 | $5.41M | Buy |
17,321
+589
| +4% | +$184K | 1.17% | 32 |
|
|
2024
Q4 | $4.85M | Buy |
16,732
+763
| +5% | +$221K | 0.96% | 36 |
|
|
2024
Q3 | $4.86M | Buy |
15,969
+530
| +3% | +$161K | 0.99% | 35 |
|
|
2024
Q2 | $3.93M | Buy |
15,439
+803
| +5% | +$205K | 0.85% | 37 |
|
|
2024
Q1 | $4.13M | Buy |
+14,636
| New | +$4.13M | 0.94% | 34 |
|
|
2023
Q3 | $1.1M | Buy |
+4,180
| New | +$1.1M | 0.28% | 55 |
|
|
2021
Q4 | $576K | Sell |
2,150
-112
| -5% | -$30K | 0.14% | 73 |
|
|
2021
Q3 | $545K | Sell |
2,262
-66
| -3% | -$15.9K | 0.15% | 75 |
|
|
2021
Q2 | $538K | Buy |
+2,328
| New | +$538K | 0.15% | 73 |
|
|
2015
Q4 | – | Sell |
-350
| Closed | -$34K | – | 155 |
|
|
2015
Q3 | $34K | Sell |
350
-261
| -43% | -$25.4K | 0.02% | 144 |
|
|
2015
Q2 | $58K | Sell |
611
-64
| -9% | -$6.08K | 0.03% | 119 |
|
|
2015
Q1 | $66K | Sell |
675
-1,923
| -74% | -$188K | 0.03% | 112 |
|
|
2014
Q4 | $243K | Sell |
2,598
-64
| -2% | -$5.99K | 0.11% | 72 |
|
|
2014
Q3 | $253K | Sell |
2,662
-130
| -5% | -$12.4K | 0.13% | 66 |
|
|
2014
Q2 | $281K | Sell |
2,792
-770
| -22% | -$77.5K | 0.14% | 64 |
|
|
2014
Q1 | $350K | Hold |
3,562
| – | – | 0.17% | 59 |
|
|
2013
Q4 | $345K | Hold |
3,562
| – | – | 0.19% | 58 |
|
|
2013
Q3 | $343K | Hold |
3,562
| – | – | 0.19% | 58 |
|
|
2013
Q2 | $353K | Buy |
+3,562
| New | +$353K | 0.21% | 56 |
|