Cove 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 | $1.27M | Buy |
4,339
+1,164
| +37% | +$340K | 0.45% | 61 |
|
|
2025
Q1 | $992K | Buy |
3,175
+518
| +19% | +$162K | 0.52% | 51 |
|
|
2024
Q4 | $770K | Buy |
2,657
+107
| +4% | +$31K | 0.46% | 55 |
|
|
2024
Q3 | $777K | Hold |
2,550
| – | – | 0.6% | 47 |
|
|
2024
Q2 | $650K | Hold |
2,550
| – | – | 0.52% | 48 |
|
|
2024
Q1 | $719K | Hold |
2,550
| – | – | 0.61% | 46 |
|
|
2023
Q4 | $756K | Buy |
+2,550
| New | +$756K | 0.72% | 44 |
|