Evernest Financial 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 | $2M | Buy |
6,847
+270
| +4% | +$78.9K | 0.65% | 33 |
|
|
2025
Q1 | $2.05M | Sell |
6,577
-428
| -6% | -$134K | 0.74% | 26 |
|
|
2024
Q4 | $2.03M | Sell |
7,005
-66
| -0.9% | -$19.1K | 0.53% | 28 |
|
|
2024
Q3 | $2.15M | Buy |
7,071
+958
| +16% | +$292K | 0.58% | 27 |
|
|
2024
Q2 | $1.56M | Sell |
6,113
-200
| -3% | -$51K | 0.7% | 26 |
|
|
2024
Q1 | $1.72M | Sell |
6,313
-948
| -13% | -$258K | 0.81% | 22 |
|
|
2023
Q4 | $2.15M | Buy |
+7,261
| New | +$2.15M | 1.09% | 20 |
|
|
2021
Q4 | $1.76M | Buy |
+6,070
| New | +$1.76M | 0.91% | 21 |
|