Cora Capital Advisors’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 | $299K | Buy |
1,024
+54
| +6% | +$15.8K | 0.13% | 81 |
|
2025
Q1 | $303K | Buy |
970
+4
| +0.4% | +$1.25K | 0.15% | 79 |
|
2024
Q4 | $280K | Sell |
966
-56
| -5% | -$16.2K | 0.14% | 79 |
|
2024
Q3 | $311K | Buy |
1,022
+1
| +0.1% | +$305 | 0.15% | 75 |
|
2024
Q2 | $260K | Buy |
1,021
+1
| +0.1% | +$255 | 0.13% | 80 |
|
2024
Q1 | $288K | Buy |
1,020
+1
| +0.1% | +$282 | 0.15% | 72 |
|
2023
Q4 | $302K | Buy |
1,019
+1
| +0.1% | +$296 | 0.18% | 71 |
|
2023
Q3 | $268K | Sell |
1,018
-16
| -2% | -$4.21K | 0.18% | 74 |
|
2023
Q2 | $308K | Buy |
1,034
+80
| +8% | +$23.9K | 0.21% | 68 |
|
2023
Q1 | $267K | Buy |
954
+7
| +0.7% | +$1.96K | 0.2% | 70 |
|
2022
Q4 | $249K | Buy |
+947
| New | +$249K | 0.17% | 66 |
|