Everhart Financial Group’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 | $1.8M | Buy |
6,156
+1,205
| +24% | +$352K | 0.21% | 64 |
|
|
2025
Q1 | $1.55M | Buy |
4,951
+545
| +12% | +$170K | 0.21% | 65 |
|
|
2024
Q4 | $1.28M | Buy |
4,406
+440
| +11% | +$128K | 0.26% | 74 |
|
|
2024
Q3 | $1.18M | Buy |
3,966
+141
| +4% | +$41.9K | 0.26% | 76 |
|
|
2024
Q2 | $949K | Buy |
3,825
+120
| +3% | +$29.8K | 0.25% | 78 |
|
|
2024
Q1 | $1.04M | Sell |
3,705
-435
| -11% | -$123K | 0.3% | 65 |
|
|
2023
Q4 | $1.23M | Buy |
4,140
+916
| +28% | +$272K | 0.43% | 46 |
|
|
2023
Q3 | $849K | Sell |
3,224
-155
| -5% | -$40.8K | 0.36% | 59 |
|
|
2023
Q2 | $918K | Buy |
3,379
+391
| +13% | +$106K | 0.38% | 55 |
|
|
2023
Q1 | $835K | Buy |
2,988
+179
| +6% | +$50K | 0.37% | 53 |
|
|
2022
Q4 | $740K | Sell |
2,809
-131
| -4% | -$34.5K | 0.37% | 56 |
|
|
2022
Q3 | $678K | Buy |
2,940
+55
| +2% | +$12.7K | 0.38% | 49 |
|
|
2022
Q2 | $712K | Buy |
2,885
+476
| +20% | +$117K | 0.43% | 44 |
|
|
2022
Q1 | $596K | Buy |
2,409
+778
| +48% | +$192K | 0.34% | 62 |
|
|
2021
Q4 | $438K | Buy |
1,631
+231
| +17% | +$62K | 0.26% | 71 |
|
|
2021
Q3 | $338K | Sell |
1,400
-13
| -0.9% | -$3.14K | 0.23% | 76 |
|
|
2021
Q2 | $326K | Buy |
+1,413
| New | +$326K | 0.22% | 71 |
|