Delta Investment 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 | $705K | Buy |
2,415
+1
| +0% | +$292 | 0.14% | 104 |
|
|
2025
Q1 | $754K | Sell |
2,414
-378
| -14% | -$118K | 0.15% | 84 |
|
|
2024
Q4 | $809K | Buy |
2,792
+342
| +14% | +$99.2K | 0.16% | 86 |
|
|
2024
Q3 | $746K | Buy |
2,450
+2
| +0.1% | +$609 | 0.15% | 87 |
|
|
2024
Q2 | $624K | Sell |
2,448
-139
| -5% | -$35.4K | 0.14% | 93 |
|
|
2024
Q1 | $729K | Buy |
2,587
+174
| +7% | +$49.1K | 0.17% | 96 |
|
|
2023
Q4 | $716K | Sell |
2,413
-19
| -0.8% | -$5.63K | 0.18% | 81 |
|
|
2023
Q3 | $641K | Buy |
2,432
+21
| +0.9% | +$5.53K | 0.18% | 74 |
|
|
2023
Q2 | $719K | Hold |
2,411
| – | – | 0.2% | 70 |
|
|
2023
Q1 | $674K | Buy |
2,411
+99
| +4% | +$27.7K | 0.19% | 72 |
|
|
2022
Q4 | $609K | Sell |
2,312
-21
| -0.9% | -$5.53K | 0.2% | 79 |
|
|
2022
Q3 | $538K | Hold |
2,333
| – | – | 0.23% | 77 |
|
|
2022
Q2 | $576K | Buy |
2,333
+1
| +0% | +$247 | 0.26% | 68 |
|
|
2022
Q1 | $577K | Hold |
2,332
| – | – | 0.17% | 70 |
|
|
2021
Q4 | $625K | Sell |
2,332
-25
| -1% | -$6.7K | 0.18% | 88 |
|
|
2021
Q3 | $568K | Hold |
2,357
| – | – | 0.18% | 93 |
|
|
2021
Q2 | $544K | Hold |
2,357
| – | – | 0.16% | 97 |
|
|
2021
Q1 | $528K | Hold |
2,357
| – | – | 0.17% | 93 |
|
|
2020
Q4 | $505K | Sell |
2,357
-565
| -19% | -$121K | 0.16% | 103 |
|
|
2020
Q3 | $641K | Sell |
2,922
-74
| -2% | -$16.2K | 0.35% | 50 |
|
|
2020
Q2 | $552K | Buy |
+2,996
| New | +$552K | 0.23% | 75 |
|