Farther Finance 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 | $6.53M | Buy |
22,353
+5,377
| +32% | +$1.57M | 0.13% | 145 |
|
|
2025
Q1 | $5.32M | Buy |
16,976
+5,669
| +50% | +$1.78M | 0.14% | 145 |
|
|
2024
Q4 | $3.28M | Sell |
11,307
-5,668
| -33% | -$1.64M | 0.12% | 148 |
|
|
2024
Q3 | $5.17M | Buy |
16,975
+1,789
| +12% | +$545K | 0.19% | 99 |
|
|
2024
Q2 | $3.8M | Buy |
15,186
+3,567
| +31% | +$892K | 0.18% | 96 |
|
|
2024
Q1 | $3.26M | Buy |
11,619
+756
| +7% | +$212K | 0.2% | 97 |
|
|
2023
Q4 | $3.22M | Buy |
10,863
+1,664
| +18% | +$493K | 0.23% | 84 |
|
|
2023
Q3 | $2.42M | Buy |
9,199
+4,215
| +85% | +$1.11M | 0.38% | 51 |
|
|
2023
Q2 | $1.49M | Buy |
4,984
+3,678
| +282% | +$1.1M | 0.33% | 61 |
|
|
2023
Q1 | $365K | Buy |
1,306
+404
| +45% | +$113K | 0.11% | 175 |
|
|
2022
Q4 | $238K | Buy |
+902
| New | +$238K | 0.09% | 202 |
|