Envestnet Portfolio Solutions’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 | $4.93M | Sell |
16,858
-13,336
| -44% | -$3.9M | 0.02% | 365 |
|
|
2025
Q1 | $9.43M | Sell |
30,194
-7,987
| -21% | -$2.49M | 0.04% | 239 |
|
|
2024
Q4 | $11.1M | Sell |
38,181
-440
| -1% | -$128K | 0.04% | 227 |
|
|
2024
Q3 | $11.8M | Buy |
38,621
+1,935
| +5% | +$589K | 0.04% | 221 |
|
|
2024
Q2 | $9.35M | Buy |
36,686
+1,807
| +5% | +$460K | 0.03% | 243 |
|
|
2024
Q1 | $9.83M | Buy |
34,879
+9,334
| +37% | +$2.63M | 0.04% | 233 |
|
|
2023
Q4 | $7.57M | Buy |
25,545
+2,350
| +10% | +$697K | 0.03% | 244 |
|
|
2023
Q3 | $6.11M | Buy |
+23,195
| New | +$6.11M | 0.03% | 267 |
|