Icon Wealth 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 | $5.31M | Buy |
18,168
+2,637
| +17% | +$770K | 0.38% | 56 |
|
|
2025
Q1 | $4.85M | Buy |
15,531
+104
| +0.7% | +$32.5K | 0.4% | 54 |
|
|
2024
Q4 | $4.47M | Buy |
15,427
+60
| +0.4% | +$17.4K | 0.37% | 56 |
|
|
2024
Q3 | $4.68M | Buy |
15,367
+91
| +0.6% | +$27.7K | 0.39% | 51 |
|
|
2024
Q2 | $4.05M | Buy |
15,276
+947
| +7% | +$251K | 0.36% | 58 |
|
|
2024
Q1 | $4.04M | Buy |
14,329
+1,343
| +10% | +$379K | 0.38% | 56 |
|
|
2023
Q4 | $3.85M | Buy |
+12,986
| New | +$3.85M | 0.4% | 52 |
|
|
2022
Q4 | $5.03M | Buy |
19,068
+15
| +0.1% | +$3.95K | 0.58% | 46 |
|
|
2022
Q3 | $4.4M | Buy |
+19,053
| New | +$4.4M | 0.53% | 45 |
|