Cordatus 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 | $5M | Sell |
17,109
-309
| -2% | -$90.3K | 1.23% | 16 |
|
|
2025
Q1 | $5.44M | Buy |
17,418
+5,343
| +44% | +$1.67M | 1.49% | 17 |
|
|
2024
Q4 | $3.5M | Buy |
12,075
+503
| +4% | +$146K | 0.92% | 29 |
|
|
2024
Q3 | $3.52M | Buy |
11,572
+100
| +0.9% | +$30.5K | 1.27% | 22 |
|
|
2024
Q2 | $2.92M | Buy |
+11,472
| New | +$2.92M | 1.1% | 24 |
|
|
2023
Q3 | – | Sell |
-12,094
| Closed | -$3.61M | – | 110 |
|
|
2023
Q2 | $3.61M | Buy |
+12,094
| New | +$3.61M | 1.36% | 18 |
|
|
2022
Q4 | – | Sell |
-7,584
| Closed | -$1.75M | – | 86 |
|
|
2022
Q3 | $1.75M | Sell |
7,584
-3,801
| -33% | -$877K | 1.84% | 21 |
|
|
2022
Q2 | $2.81M | Buy |
11,385
+588
| +5% | +$145K | 1.31% | 16 |
|
|
2022
Q1 | $2.67M | Buy |
10,797
+3,407
| +46% | +$843K | 0.94% | 27 |
|
|
2021
Q4 | $1.98M | Buy |
+7,390
| New | +$1.98M | 0.58% | 66 |
|
|
2021
Q1 | $1.31M | Buy |
5,848
+346
| +6% | +$77.6K | 0.5% | 81 |
|
|
2020
Q4 | $1.18M | Buy |
5,502
+122
| +2% | +$26.2K | 0.5% | 76 |
|
|
2020
Q3 | $1.18M | Sell |
5,380
-4
| -0.1% | -$878 | 0.57% | 67 |
|
|
2020
Q2 | $993K | Sell |
5,384
-84
| -2% | -$15.5K | 0.55% | 65 |
|
|
2020
Q1 | $904K | Buy |
5,468
+1,412
| +35% | +$233K | 0.65% | 63 |
|
|
2019
Q4 | $802K | Sell |
4,056
-9,927
| -71% | -$1.96M | 0.4% | 91 |
|
|
2019
Q3 | $3M | Buy |
13,983
+3,497
| +33% | +$751K | 1.57% | 15 |
|
|
2019
Q2 | $2.18M | Sell |
10,486
-7,955
| -43% | -$1.65M | 1.27% | 23 |
|
|
2019
Q1 | $3.5M | Sell |
18,441
-4,330
| -19% | -$822K | 1.92% | 11 |
|
|
2018
Q4 | $4.04M | Buy |
+22,771
| New | +$4.04M | 2.89% | 9 |
|