CCS
Concentric Capital Strategies’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,031
| Closed | -$299K | – | 243 |
|
|
2024
Q4 | $299K | Sell |
1,031
-4,076
| -80% | -$1.18M | 0.01% | 227 |
|
|
2024
Q3 | $1.56M | Sell |
5,107
-10,602
| -67% | -$3.23M | 0.06% | 195 |
|
|
2024
Q2 | $4M | Buy |
+15,709
| New | +$4M | 0.2% | 103 |
|
|
2024
Q1 | – | Sell |
-31,582
| Closed | -$9.36M | – | 315 |
|
|
2023
Q4 | $9.36M | Buy |
+31,582
| New | +$9.36M | 1.07% | 22 |
|
|
2023
Q3 | – | Sell |
-37,798
| Closed | -$11.3M | – | 230 |
|
|
2023
Q2 | $11.3M | Buy |
37,798
+20,656
| +120% | +$6.16M | 2.27% | 4 |
|
|
2023
Q1 | $4.79M | Buy |
+17,142
| New | +$4.79M | 1.57% | 16 |
|