Harfst & Associates’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 | Buy |
3,932
+1,945
| +98% | +$568K | 0.24% | 75 |
|
|
2025
Q1 | $621K | Buy |
+1,987
| New | +$621K | 0.14% | 87 |
|
|
2016
Q1 | – | Sell |
-1,806
| Closed | -$213K | – | 167 |
|
|
2015
Q4 | $213K | Buy |
1,806
+1,154
| +177% | +$136K | 0.09% | 90 |
|
|
2015
Q3 | $64K | Hold |
652
| – | – | 0.03% | 167 |
|
|
2015
Q2 | $62K | Buy |
+652
| New | +$62K | 0.03% | 164 |
|