Costello Asset 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 | $120K | Sell |
411
-15
| -4% | -$4.39K | 0.05% | 142 |
|
|
2025
Q1 | $133K | Sell |
426
-32
| -7% | -$10K | 0.05% | 128 |
|
|
2024
Q4 | $133K | Sell |
458
-13
| -3% | -$3.77K | 0.09% | 68 |
|
|
2024
Q3 | $144K | Hold |
471
| – | – | 0.1% | 69 |
|
|
2024
Q2 | $120K | Buy |
471
+1
| +0.2% | +$255 | 0.09% | 63 |
|
|
2024
Q1 | $133K | Buy |
470
+25
| +6% | +$7.05K | 0.09% | 62 |
|
|
2023
Q4 | $132K | Buy |
445
+11
| +3% | +$3.26K | 0.11% | 62 |
|
|
2023
Q3 | $114K | Sell |
434
-26
| -6% | -$6.86K | 0.11% | 62 |
|
|
2023
Q2 | $137K | Buy |
460
+35
| +8% | +$10.4K | 0.12% | 60 |
|
|
2023
Q1 | $119K | Sell |
425
-49
| -10% | -$13.7K | 0.12% | 63 |
|
|
2022
Q4 | $125K | Sell |
474
-17
| -3% | -$4.48K | 0.11% | 62 |
|
|
2022
Q3 | $113K | Buy |
491
+1
| +0.2% | +$230 | 0.11% | 63 |
|
|
2022
Q2 | $121K | Buy |
490
+1
| +0.2% | +$247 | 0.1% | 64 |
|
|
2022
Q1 | $121K | Sell |
489
-184
| -27% | -$45.5K | 0.08% | 73 |
|
|
2021
Q4 | $180K | Buy |
673
+123
| +22% | +$32.9K | 0.11% | 68 |
|
|
2021
Q3 | $133K | Hold |
550
| – | – | 0.09% | 72 |
|
|
2021
Q2 | $127K | Hold |
550
| – | – | 0.08% | 70 |
|
|
2021
Q1 | $123K | Buy |
550
+1
| +0.2% | +$224 | 0.09% | 74 |
|
|
2020
Q4 | $118K | Hold |
549
| – | – | 0.09% | 70 |
|
|
2020
Q3 | $120K | Buy |
549
+1
| +0.2% | +$219 | 0.11% | 63 |
|
|
2020
Q2 | $101K | Buy |
+548
| New | +$101K | 0.1% | 60 |
|