Edgemoor Investment 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 | $425K | Buy |
1,454
+305
| +27% | +$89.2K | 0.04% | 128 |
|
|
2025
Q1 | $359K | Hold |
1,149
| – | – | 0.03% | 126 |
|
|
2024
Q4 | $333K | Sell |
1,149
-17
| -1% | -$4.93K | 0.03% | 130 |
|
|
2024
Q3 | $355K | Sell |
1,166
-20
| -2% | -$6.1K | 0.03% | 128 |
|
|
2024
Q2 | $302K | Sell |
1,186
-24
| -2% | -$6.12K | 0.03% | 131 |
|
|
2024
Q1 | $341K | Sell |
1,210
-18
| -1% | -$5.08K | 0.03% | 125 |
|
|
2023
Q4 | $364K | Sell |
1,228
-20
| -2% | -$5.94K | 0.04% | 119 |
|
|
2023
Q3 | $329K | Sell |
1,248
-30
| -2% | -$7.91K | 0.04% | 122 |
|
|
2023
Q2 | $381K | Buy |
1,278
+1
| +0.1% | +$298 | 0.04% | 117 |
|
|
2023
Q1 | $357K | Buy |
1,277
+491
| +62% | +$137K | 0.04% | 120 |
|
|
2022
Q4 | $207K | Buy |
+786
| New | +$207K | 0.03% | 162 |
|