HB Wealth 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 | $23.8M | Sell |
81,340
-4,112
| -5% | -$1.2M | 0.19% | 67 |
|
|
2025
Q1 | $26.7M | Buy |
85,452
+22,500
| +36% | +$7.03M | 0.22% | 64 |
|
|
2024
Q4 | $18.2M | Buy |
62,952
+3,795
| +6% | +$1.1M | 0.19% | 57 |
|
|
2024
Q3 | $18M | Buy |
59,157
+101
| +0.2% | +$30.8K | 0.19% | 56 |
|
|
2024
Q2 | $15.1M | Buy |
59,056
+1,955
| +3% | +$498K | 0.18% | 64 |
|
|
2024
Q1 | $16.1M | Buy |
57,101
+1,024
| +2% | +$289K | 0.2% | 57 |
|
|
2023
Q4 | $16.6M | Sell |
56,077
-1,503
| -3% | -$446K | 0.24% | 47 |
|
|
2023
Q3 | $15.2M | Buy |
57,580
+1,438
| +3% | +$379K | 0.24% | 49 |
|
|
2023
Q2 | $16.8M | Buy |
56,142
+1,399
| +3% | +$417K | 0.27% | 42 |
|
|
2023
Q1 | $15.3M | Sell |
54,743
-1,440
| -3% | -$403K | 0.27% | 39 |
|
|
2022
Q4 | $14.8M | Buy |
56,183
+2,219
| +4% | +$585K | 0.27% | 46 |
|
|
2022
Q3 | $12.5M | Buy |
53,964
+8,475
| +19% | +$1.96M | 0.26% | 42 |
|
|
2022
Q2 | $11.2M | Buy |
45,489
+12,919
| +40% | +$3.19M | 0.23% | 43 |
|
|
2022
Q1 | $8.05M | Buy |
32,570
+6,902
| +27% | +$1.71M | 0.15% | 68 |
|
|
2021
Q4 | $6.88M | Buy |
+25,668
| New | +$6.88M | 0.14% | 64 |
|