Consilium Wealth Advisory’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 | $390K | Hold |
1,334
| – | – | 0.16% | 74 |
|
|
2025
Q1 | $417K | Buy |
1,334
+33
| +3% | +$10.3K | 0.21% | 69 |
|
|
2024
Q4 | $377K | Hold |
1,301
| – | – | 0.18% | 69 |
|
|
2024
Q3 | $396K | Hold |
1,301
| – | – | 0.22% | 63 |
|
|
2024
Q2 | $332K | Hold |
1,301
| – | – | 0.18% | 68 |
|
|
2024
Q1 | $367K | Sell |
1,301
-66
| -5% | -$18.6K | 0.21% | 64 |
|
|
2023
Q4 | $405K | Hold |
1,367
| – | – | 0.24% | 64 |
|
|
2023
Q3 | $360K | Hold |
1,367
| – | – | 0.25% | 63 |
|
|
2023
Q2 | $408K | Hold |
1,367
| – | – | 0.28% | 61 |
|
|
2023
Q1 | $382K | Hold |
1,367
| – | – | 0.33% | 58 |
|
|
2022
Q4 | $360K | Hold |
1,367
| – | – | 0.31% | 60 |
|
|
2022
Q3 | $315K | Hold |
1,367
| – | – | 0.35% | 55 |
|
|
2022
Q2 | $337K | Hold |
1,367
| – | – | 0.36% | 59 |
|
|
2022
Q1 | $338K | Hold |
1,367
| – | – | 0.24% | 69 |
|
|
2021
Q4 | $366K | Buy |
+1,367
| New | +$366K | 0.24% | 69 |
|