Foguth Wealth Management’s McDonald's MCD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Buy
5,430
+37
+0.7% +$10.8K 0.34% 53
2025
Q1
$1.68M Sell
5,393
-315
-6% -$98.4K 0.41% 46
2024
Q4
$1.63M Sell
5,708
-1,089
-16% -$311K 0.43% 53
2024
Q3
$2.05M Sell
6,797
-653
-9% -$197K 0.75% 35
2024
Q2
$1.9M Buy
7,450
+1,179
+19% +$300K 0.84% 29
2024
Q1
$1.77M Buy
+6,271
New +$1.77M 0.95% 29