Heritage Financial Services’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 | $1.66M | Buy |
5,685
+29
| +0.5% | +$8.47K | 0.16% | 30 |
|
|
2025
Q1 | $1.77M | Sell |
5,656
-41
| -0.7% | -$12.8K | 0.17% | 25 |
|
|
2024
Q4 | $1.65M | Buy |
5,697
+323
| +6% | +$93.6K | 0.22% | 27 |
|
|
2024
Q3 | $1.64M | Buy |
5,374
+2,498
| +87% | +$761K | 0.22% | 28 |
|
|
2024
Q2 | $733K | Sell |
2,876
-9
| -0.3% | -$2.29K | 0.11% | 46 |
|
|
2024
Q1 | $813K | Sell |
2,885
-36
| -1% | -$10.2K | 0.12% | 43 |
|
|
2023
Q4 | $866K | Buy |
2,921
+136
| +5% | +$40.3K | 0.15% | 41 |
|
|
2023
Q3 | $734K | Sell |
2,785
-100
| -3% | -$26.3K | 0.14% | 33 |
|
|
2023
Q2 | $861K | Hold |
2,885
| – | – | 0.17% | 31 |
|
|
2023
Q1 | $807K | Buy |
2,885
+80
| +3% | +$22.4K | 0.18% | 32 |
|
|
2022
Q4 | $739K | Buy |
2,805
+81
| +3% | +$21.3K | 0.19% | 32 |
|
|
2022
Q3 | $628K | Sell |
2,724
-181
| -6% | -$41.7K | 0.38% | 30 |
|
|
2022
Q2 | $717K | Sell |
2,905
-24
| -0.8% | -$5.92K | 0.4% | 27 |
|
|
2022
Q1 | $724K | Buy |
2,929
+58
| +2% | +$14.3K | 0.47% | 30 |
|
|
2021
Q4 | $769K | Buy |
+2,871
| New | +$769K | 0.6% | 26 |
|