Genus Capital Management’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 | $447K | Hold |
1,530
| – | – | 0.06% | 147 |
|
|
2025
Q1 | $478K | Buy |
+1,530
| New | +$478K | 0.07% | 141 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 133 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 136 |
|
|
2024
Q2 | – | Sell |
-1,700
| Closed | -$479K | – | 136 |
|
|
2024
Q1 | $479K | Buy |
+1,700
| New | +$479K | 0.06% | 160 |
|
|
2023
Q4 | – | Sell |
-1,700
| Closed | -$448K | – | 143 |
|
|
2023
Q3 | $448K | Hold |
1,700
| – | – | 0.07% | 151 |
|
|
2023
Q2 | $507K | Buy |
+1,700
| New | +$507K | 0.07% | 162 |
|