Defined Financial Planning’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
$428K Sell
1,430
-935
-40% -$280K 0.38% 35
2025
Q1
$742K Buy
2,365
+419
+22% +$131K 0.75% 26
2024
Q4
$564K Buy
+1,946
New +$564K 0.6% 30