Great Lakes Retirement’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
$1.5M Buy
5,126
+256
+5% +$74.8K 0.18% 118
2025
Q1
$1.52M Sell
4,870
-354
-7% -$111K 0.2% 110
2024
Q4
$1.51M Buy
5,224
+97
+2% +$28.1K 0.2% 111
2024
Q3
$1.56M Buy
5,127
+91
+2% +$27.7K 0.2% 109
2024
Q2
$1.28M Sell
5,036
-4,266
-46% -$1.09M 0.18% 116
2024
Q1
$2.62M Sell
9,302
-48
-0.5% -$13.5K 0.39% 54
2023
Q4
$2.77M Buy
9,350
+74
+0.8% +$21.9K 0.46% 42
2023
Q3
$2.44M Buy
9,276
+295
+3% +$77.7K 0.44% 42
2023
Q2
$2.68M Buy
8,981
+33
+0.4% +$9.85K 0.47% 41
2023
Q1
$2.5M Buy
8,948
+4,386
+96% +$1.23M 0.47% 42
2022
Q4
$1.2M Buy
+4,562
New +$1.2M 0.31% 53
2020
Q1
$446K Sell
2,758
-348
-11% -$56.3K 0.2% 73
2019
Q4
$621K Buy
+3,106
New +$621K 0.19% 103