Cottonwood 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 | $1.14M | Hold |
3,903
| – | – | 0.77% | 28 |
|
|
2025
Q1 | $1.22M | Sell |
3,903
-152
| -4% | -$47.5K | 0.9% | 26 |
|
|
2024
Q4 | $1.18M | Buy |
4,055
+164
| +4% | +$47.5K | 0.84% | 27 |
|
|
2024
Q3 | $1.18M | Sell |
3,891
-65
| -2% | -$19.8K | 0.87% | 27 |
|
|
2024
Q2 | $972K | Sell |
3,956
-28
| -0.7% | -$6.88K | 0.76% | 32 |
|
|
2024
Q1 | $1.06M | Buy |
3,984
+157
| +4% | +$41.8K | 0.84% | 30 |
|
|
2023
Q4 | $1.13M | Buy |
3,827
+124
| +3% | +$36.8K | 0.93% | 29 |
|
|
2023
Q3 | $976K | Buy |
3,703
+124
| +3% | +$32.7K | 0.91% | 29 |
|
|
2023
Q2 | $1.07M | Sell |
3,579
-71
| -2% | -$21.2K | 0.98% | 29 |
|
|
2023
Q1 | $1.02M | Sell |
3,650
-220
| -6% | -$61.5K | 0.94% | 30 |
|
|
2022
Q4 | $1.02M | Sell |
3,870
-243
| -6% | -$64K | 0.91% | 32 |
|
|
2022
Q3 | $949K | Buy |
4,113
+15
| +0.4% | +$3.46K | 0.9% | 32 |
|
|
2022
Q2 | $1.01M | Sell |
4,098
-20
| -0.5% | -$4.94K | 0.92% | 33 |
|
|
2022
Q1 | $1.02M | Sell |
4,118
-78
| -2% | -$19.3K | 0.81% | 32 |
|
|
2021
Q4 | $1.13M | Buy |
+4,196
| New | +$1.13M | 0.87% | 30 |
|