Herold Advisors’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 | $1.4M | Sell |
4,785
-672
| -12% | -$196K | 0.29% | 96 |
|
|
2025
Q1 | $1.7M | Buy |
5,457
+189
| +4% | +$59K | 0.37% | 80 |
|
|
2024
Q4 | $1.53M | Buy |
5,268
+261
| +5% | +$75.7K | 0.33% | 82 |
|
|
2024
Q3 | $1.52M | Buy |
5,007
+35
| +0.7% | +$10.7K | 0.33% | 82 |
|
|
2024
Q2 | $1.27M | Hold |
4,972
| – | – | 0.29% | 95 |
|
|
2024
Q1 | $1.4M | Buy |
4,972
+88
| +2% | +$24.8K | 0.34% | 82 |
|
|
2023
Q4 | $1.45M | Sell |
4,884
-100
| -2% | -$29.7K | 0.4% | 73 |
|
|
2023
Q3 | $1.31M | Buy |
4,984
+86
| +2% | +$22.7K | 0.4% | 71 |
|
|
2023
Q2 | $1.46M | Sell |
4,898
-93
| -2% | -$27.8K | 0.45% | 65 |
|
|
2023
Q1 | $1.4M | Sell |
4,991
-196
| -4% | -$54.8K | 0.48% | 65 |
|
|
2022
Q4 | $1.37M | Buy |
5,187
+200
| +4% | +$52.7K | 0.58% | 54 |
|
|
2022
Q3 | $1.15M | Sell |
4,987
-150
| -3% | -$34.6K | 0.55% | 59 |
|
|
2022
Q2 | $1.27M | Hold |
5,137
| – | – | 0.57% | 61 |
|
|
2022
Q1 | $1.27M | Sell |
5,137
-100
| -2% | -$24.7K | 0.45% | 71 |
|
|
2021
Q4 | $1.4M | Sell |
5,237
-100
| -2% | -$26.8K | 0.54% | 66 |
|
|
2021
Q3 | $1.29M | Buy |
+5,337
| New | +$1.29M | 0.5% | 68 |
|