CVA Family Office’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 | $539K | Buy |
1,846
+53
| +3% | +$15.5K | 0.08% | 156 |
|
|
2025
Q1 | $560K | Buy |
1,793
+33
| +2% | +$10.3K | 0.09% | 150 |
|
|
2024
Q4 | $510K | Buy |
1,760
+152
| +9% | +$44.1K | 0.08% | 158 |
|
|
2024
Q3 | $490K | Sell |
1,608
-11
| -0.7% | -$3.35K | 0.08% | 150 |
|
|
2024
Q2 | $413K | Buy |
1,619
+68
| +4% | +$17.3K | 0.07% | 160 |
|
|
2024
Q1 | $437K | Buy |
1,551
+53
| +4% | +$14.9K | 0.08% | 159 |
|
|
2023
Q4 | $444K | Sell |
1,498
-5
| -0.3% | -$1.48K | 0.09% | 143 |
|
|
2023
Q3 | $396K | Buy |
1,503
+48
| +3% | +$12.6K | 0.09% | 137 |
|
|
2023
Q2 | $434K | Buy |
1,455
+107
| +8% | +$31.9K | 0.09% | 132 |
|
|
2023
Q1 | $377K | Buy |
1,348
+50
| +4% | +$14K | 0.08% | 142 |
|
|
2022
Q4 | $342K | Buy |
1,298
+115
| +10% | +$30.3K | 0.08% | 142 |
|
|
2022
Q3 | $273K | Buy |
1,183
+20
| +2% | +$4.62K | 0.07% | 146 |
|
|
2022
Q2 | $287K | Sell |
1,163
-415
| -26% | -$102K | 0.08% | 129 |
|
|
2022
Q1 | $390K | Buy |
1,578
+410
| +35% | +$101K | 0.09% | 117 |
|
|
2021
Q4 | $313K | Buy |
1,168
+793
| +211% | +$213K | 0.08% | 130 |
|
|
2021
Q3 | $82K | Sell |
375
-743
| -66% | -$162K | 0.06% | 132 |
|
|
2021
Q2 | $258K | Buy |
1,118
+260
| +30% | +$60K | 0.07% | 136 |
|
|
2021
Q1 | $192K | Buy |
858
+480
| +127% | +$107K | 0.07% | 123 |
|
|
2020
Q4 | $81K | Buy |
378
+3
| +0.8% | +$643 | 0.05% | 145 |
|
|
2020
Q3 | $82K | Buy |
375
+175
| +88% | +$38.3K | 0.06% | 132 |
|
|
2020
Q2 | $37K | Hold |
200
| – | – | 0.03% | 182 |
|
|
2020
Q1 | $33K | Buy |
+200
| New | +$33K | 0.03% | 169 |
|