Golden State Equity Partners’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 | $3.02M | Buy |
10,321
+1,410
| +16% | +$412K | 0.56% | 32 |
|
|
2025
Q1 | $2.78M | Hold |
8,911
| – | – | 0.55% | 43 |
|
|
2024
Q4 | $2.58M | Buy |
8,911
+8,478
| +1,958% | +$2.46M | 0.49% | 43 |
|
|
2024
Q3 | $132K | Sell |
433
-10,454
| -96% | -$3.18M | 0.07% | 243 |
|
|
2024
Q2 | $2.77M | Buy |
+10,887
| New | +$2.77M | 0.58% | 34 |
|
|
2023
Q4 | $3.71M | Buy |
12,505
+3,529
| +39% | +$1.05M | 0.9% | 22 |
|
|
2023
Q3 | $2.36M | Buy |
8,976
+11
| +0.1% | +$2.9K | 0.66% | 36 |
|
|
2023
Q2 | $2.68M | Buy |
8,965
+2,334
| +35% | +$696K | 0.75% | 30 |
|
|
2023
Q1 | $1.85M | Buy |
+6,631
| New | +$1.85M | 1% | 26 |
|
|
2022
Q1 | $1.38M | Sell |
5,572
-39
| -0.7% | -$9.65K | 0.69% | 38 |
|
|
2021
Q4 | $1.5M | Sell |
5,611
-2,251
| -29% | -$603K | 0.76% | 33 |
|
|
2021
Q3 | $1.9M | Buy |
7,862
+2,137
| +37% | +$515K | 0.77% | 31 |
|
|
2021
Q2 | $1.32M | Buy |
5,725
+54
| +1% | +$12.5K | 0.51% | 44 |
|
|
2021
Q1 | $1.27M | Buy |
5,671
+16
| +0.3% | +$3.59K | 0.73% | 40 |
|
|
2020
Q4 | $1.21M | Buy |
+5,655
| New | +$1.21M | 0.83% | 40 |
|