Empire Financial Management Company’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 | $926K | Buy |
3,168
+131
| +4% | +$38.3K | 0.27% | 103 |
|
|
2025
Q1 | $949K | Buy |
3,037
+112
| +4% | +$35K | 0.29% | 94 |
|
|
2024
Q4 | $848K | Buy |
2,925
+18
| +0.6% | +$5.22K | 0.26% | 106 |
|
|
2024
Q3 | $886K | Sell |
2,907
-904
| -24% | -$275K | 0.27% | 106 |
|
|
2024
Q2 | $971K | Buy |
3,811
+115
| +3% | +$29.3K | 0.32% | 89 |
|
|
2024
Q1 | $1.04M | Buy |
3,696
+1,912
| +107% | +$539K | 0.34% | 82 |
|
|
2023
Q4 | $529K | Buy |
1,784
+170
| +11% | +$50.4K | 0.21% | 124 |
|
|
2023
Q3 | $425K | Buy |
+1,614
| New | +$425K | 0.19% | 133 |
|