Hennion & Walsh Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
9,276
+2
| +0% | +$584 | 0.11% | 249 |
|
|
2025
Q1 | $2.9M | Sell |
9,274
-497
| -5% | -$155K | 0.13% | 200 |
|
|
2024
Q4 | $2.83M | Sell |
9,771
-50
| -0.5% | -$14.5K | 0.13% | 203 |
|
|
2024
Q3 | $2.99M | Sell |
9,821
-2,128
| -18% | -$648K | 0.14% | 194 |
|
|
2024
Q2 | $3.05M | Buy |
11,949
+455
| +4% | +$116K | 0.16% | 164 |
|
|
2024
Q1 | $3.24M | Sell |
11,494
-657
| -5% | -$185K | 0.17% | 153 |
|
|
2023
Q4 | $3.6M | Buy |
12,151
+350
| +3% | +$104K | 0.21% | 128 |
|
|
2023
Q3 | $3.11M | Buy |
11,801
+2,109
| +22% | +$556K | 0.2% | 125 |
|
|
2023
Q2 | $2.89M | Buy |
9,692
+288
| +3% | +$85.9K | 0.17% | 158 |
|
|
2023
Q1 | $2.63M | Buy |
9,404
+1,977
| +27% | +$553K | 0.16% | 164 |
|
|
2022
Q4 | $1.96M | Buy |
7,427
+447
| +6% | +$118K | 0.12% | 211 |
|
|
2022
Q3 | $1.61M | Buy |
6,980
+3,851
| +123% | +$889K | 0.11% | 226 |
|
|
2022
Q2 | $772K | Buy |
3,129
+467
| +18% | +$115K | 0.05% | 378 |
|
|
2022
Q1 | $658K | Buy |
+2,662
| New | +$658K | 0.04% | 450 |
|
|
2021
Q2 | – | Sell |
-2,391
| Closed | -$536K | – | 740 |
|
|
2021
Q1 | $536K | Buy |
+2,391
| New | +$536K | 0.03% | 488 |
|