Corient Private Wealth’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 | $265M | Sell |
906,044
-31,328
| -3% | -$9.18M | 0.28% | 69 |
|
|
2025
Q1 | $293M | Sell |
937,372
-106,864
| -10% | -$33.4M | 0.48% | 40 |
|
|
2024
Q4 | $301M | Sell |
1,044,236
-33,953
| -3% | -$9.79M | 0.5% | 40 |
|
|
2024
Q3 | $328M | Sell |
1,078,189
-107,783
| -9% | -$32.8M | 0.51% | 37 |
|
|
2024
Q2 | $302M | Sell |
1,185,972
-70,102
| -6% | -$17.9M | 0.53% | 36 |
|
|
2024
Q1 | $354M | Sell |
1,256,074
-26,543
| -2% | -$7.48M | 0.63% | 33 |
|
|
2023
Q4 | $380M | Buy |
1,282,617
+28,623
| +2% | +$8.49M | 0.7% | 30 |
|
|
2023
Q3 | $330M | Buy |
1,253,994
+29,473
| +2% | +$7.76M | 0.76% | 25 |
|
|
2023
Q2 | $365M | Buy |
1,224,521
+43,284
| +4% | +$12.9M | 0.84% | 23 |
|
|
2023
Q1 | $330M | Buy |
1,181,237
+374,638
| +46% | +$105M | 0.89% | 20 |
|
|
2022
Q4 | $213M | Buy |
+806,599
| New | +$213M | 0.77% | 25 |
|