EdgeRock Capital’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 | $265K | Buy |
+917
| New | +$265K | 0.08% | 90 |
|
|
2023
Q4 | – | Sell |
-1,111
| Closed | -$293K | – | 344 |
|
|
2023
Q3 | $293K | Buy |
1,111
+72
| +7% | +$19K | 0.18% | 41 |
|
|
2023
Q2 | $310K | Buy |
1,039
+164
| +19% | +$48.9K | 0.15% | 47 |
|
|
2023
Q1 | $245K | Buy |
875
+110
| +14% | +$30.8K | 0.13% | 55 |
|
|
2022
Q4 | $202K | Sell |
765
-7
| -0.9% | -$1.85K | 0.11% | 59 |
|
|
2022
Q3 | $178K | Buy |
+772
| New | +$178K | 0.1% | 62 |
|