Francis Financial’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 | $1.15M | Sell |
3,925
-1,073
| -21% | -$313K | 0.26% | 38 |
|
|
2025
Q1 | $1.56M | Buy |
4,998
+3,304
| +195% | +$1.03M | 0.38% | 33 |
|
|
2024
Q4 | $381K | Buy |
1,694
+503
| +42% | +$113K | 0.1% | 63 |
|
|
2024
Q3 | $363K | Buy |
1,191
+94
| +9% | +$28.6K | 0.1% | 62 |
|
|
2024
Q2 | $280K | Buy |
1,097
+29
| +3% | +$7.39K | 0.08% | 70 |
|
|
2024
Q1 | $301K | Hold |
1,068
| – | – | 0.1% | 56 |
|
|
2023
Q4 | $317K | Buy |
1,068
+56
| +6% | +$16.6K | 0.14% | 47 |
|
|
2023
Q3 | $267K | Hold |
1,012
| – | – | 0.14% | 41 |
|
|
2023
Q2 | $302K | Hold |
1,012
| – | – | 0.16% | 38 |
|
|
2023
Q1 | $283K | Buy |
1,012
+112
| +12% | +$31.3K | 0.19% | 37 |
|
|
2022
Q4 | $237K | Buy |
900
+6
| +0.7% | +$1.58K | 0.22% | 35 |
|
|
2022
Q3 | $206K | Hold |
894
| – | – | 0.21% | 35 |
|
|
2022
Q2 | $224K | Buy |
+894
| New | +$224K | 0.2% | 37 |
|