Congress Wealth 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 | $24.6M | Buy |
84,271
+505
| +0.6% | +$148K | 0.24% | 99 |
|
|
2025
Q1 | $26.1M | Buy |
83,766
+13,122
| +19% | +$4.1M | 0.31% | 79 |
|
|
2024
Q4 | $20.5M | Sell |
70,644
-1,478
| -2% | -$428K | 0.28% | 94 |
|
|
2024
Q3 | $22M | Buy |
72,122
+11,659
| +19% | +$3.55M | 0.29% | 88 |
|
|
2024
Q2 | $15.4M | Buy |
60,463
+3,910
| +7% | +$996K | 0.25% | 118 |
|
|
2024
Q1 | $15.9M | Buy |
56,553
+1,586
| +3% | +$447K | 0.28% | 99 |
|
|
2023
Q4 | $16.3M | Buy |
54,967
+4,205
| +8% | +$1.25M | 0.3% | 85 |
|
|
2023
Q3 | $13.4M | Buy |
50,762
+981
| +2% | +$258K | 0.28% | 94 |
|
|
2023
Q2 | $14.9M | Buy |
49,781
+471
| +1% | +$141K | 0.34% | 68 |
|
|
2023
Q1 | $13.8M | Buy |
49,310
+1,815
| +4% | +$508K | 0.33% | 66 |
|
|
2022
Q4 | $12.5M | Buy |
47,495
+2,774
| +6% | +$731K | 0.32% | 78 |
|
|
2022
Q3 | $10.3M | Buy |
44,721
+1,230
| +3% | +$284K | 0.28% | 100 |
|
|
2022
Q2 | $10.7M | Buy |
43,491
+35,853
| +469% | +$8.85M | 0.27% | 97 |
|
|
2022
Q1 | $1.89M | Sell |
7,638
-1,135
| -13% | -$281K | 0.04% | 298 |
|
|
2021
Q4 | $2.35M | Buy |
+8,773
| New | +$2.35M | 0.05% | 290 |
|