CoreCap Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Sell |
12,139
-1,118
| -8% | -$327K | 0.14% | 134 |
|
|
2025
Q1 | $4.14M | Buy |
13,257
+1,288
| +11% | +$402K | 0.18% | 111 |
|
|
2024
Q4 | $3.47M | Buy |
11,969
+438
| +4% | +$127K | 0.16% | 129 |
|
|
2024
Q3 | $3.51M | Buy |
+11,531
| New | +$3.51M | 0.17% | 126 |
|
|
2024
Q2 | – | Sell |
-11,570
| Closed | -$3.26M | – | 2218 |
|
|
2024
Q1 | $3.26M | Buy |
11,570
+815
| +8% | +$230K | 0.17% | 119 |
|
|
2023
Q4 | $3.19M | Sell |
10,755
-2,751
| -20% | -$816K | 0.21% | 100 |
|
|
2023
Q3 | $3.56M | Buy |
13,506
+145
| +1% | +$38.2K | 0.26% | 78 |
|
|
2023
Q2 | $3.99M | Buy |
+13,361
| New | +$3.99M | 0.28% | 69 |
|
|
2022
Q4 | $4.04M | Buy |
15,328
+6,477
| +73% | +$1.71M | 0.29% | 62 |
|
|
2022
Q3 | $2.04M | Buy |
8,851
+387
| +5% | +$89.3K | 0.17% | 109 |
|
|
2022
Q2 | $2.09M | Sell |
8,464
-5,058
| -37% | -$1.25M | 0.16% | 105 |
|
|
2022
Q1 | $3.34M | Buy |
13,522
+1,238
| +10% | +$306K | 0.23% | 79 |
|
|
2021
Q4 | $3.29M | Buy |
+12,284
| New | +$3.29M | 0.22% | 86 |
|