Hoge 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 | $540K | Buy |
1,865
+13
| +0.7% | +$3.77K | 0.34% | 32 |
|
|
2025
Q1 | $579K | Buy |
1,852
+27
| +1% | +$8.44K | 0.4% | 30 |
|
|
2024
Q4 | $529K | Buy |
1,825
+446
| +32% | +$129K | 0.39% | 30 |
|
|
2024
Q3 | $420K | Sell |
1,379
-85
| -6% | -$25.9K | 0.32% | 34 |
|
|
2024
Q2 | $373K | Buy |
1,464
+27
| +2% | +$6.88K | 0.31% | 35 |
|
|
2024
Q1 | $405K | Buy |
1,437
+174
| +14% | +$49.1K | 0.33% | 33 |
|
|
2023
Q4 | $375K | Buy |
+1,263
| New | +$375K | 0.38% | 29 |
|