Coppell Advisory Solutions’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 | $1.82M | Buy |
+6,258
| New | +$1.82M | 0.22% | 105 |
|
|
2025
Q1 | – | Sell |
-9,318
| Closed | -$2.7M | – | 1224 |
|
|
2024
Q4 | $2.7M | Sell |
9,318
-2,579
| -22% | -$747K | 0.38% | 52 |
|
|
2024
Q3 | $3.61M | Buy |
11,897
+3,075
| +35% | +$934K | 0.53% | 35 |
|
|
2024
Q2 | $2.25M | Buy |
+8,822
| New | +$2.25M | 0.37% | 59 |
|
|
2023
Q4 | $2.06M | Buy |
6,950
+2,432
| +54% | +$721K | 0.41% | 55 |
|
|
2023
Q3 | $1.19M | Sell |
4,518
-1,186
| -21% | -$313K | 0.41% | 60 |
|
|
2023
Q2 | $1.68M | Buy |
5,704
+953
| +20% | +$281K | 0.48% | 47 |
|
|
2023
Q1 | $1.32M | Buy |
4,751
+233
| +5% | +$64.7K | 0.43% | 59 |
|
|
2022
Q4 | $1.19M | Buy |
+4,518
| New | +$1.19M | 0.4% | 64 |
|
|
2020
Q4 | $553K | Buy |
+2,576
| New | +$553K | 0.28% | 94 |
|