IFS
Intelligent Financial Strategies’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Hold |
3,180
| – | – | 0.49% | 20 |
|
|
2025
Q1 | $993K | Buy |
3,180
+1
| +0% | +$312 | 0.52% | 18 |
|
|
2024
Q4 | $922K | Sell |
3,179
-155
| -5% | -$44.9K | 0.51% | 18 |
|
|
2024
Q3 | $1.02M | Buy |
3,334
+1
| +0% | +$304 | 0.56% | 19 |
|
|
2024
Q2 | $849K | Sell |
3,333
-333
| -9% | -$84.9K | 0.52% | 21 |
|
|
2024
Q1 | $1.03M | Hold |
3,666
| – | – | 0.64% | 18 |
|
|
2023
Q4 | $1.09M | Buy |
3,666
+1
| +0% | +$297 | 0.76% | 18 |
|
|
2023
Q3 | $966K | Buy |
3,665
+2
| +0.1% | +$527 | 0.72% | 19 |
|
|
2023
Q2 | $1.09M | Buy |
3,663
+3
| +0.1% | +$895 | 0.8% | 18 |
|
|
2023
Q1 | $1.02M | Sell |
3,660
-35
| -0.9% | -$9.79K | 0.8% | 19 |
|
|
2022
Q4 | $974K | Buy |
3,695
+341
| +10% | +$89.9K | 0.82% | 20 |
|
|
2022
Q3 | $774K | Buy |
3,354
+3
| +0.1% | +$692 | 0.81% | 26 |
|
|
2022
Q2 | $827K | Sell |
3,351
-215
| -6% | -$53.1K | 0.84% | 26 |
|
|
2022
Q1 | $882K | Sell |
3,566
-627
| -15% | -$155K | 0.86% | 24 |
|
|
2021
Q4 | $1.12M | Buy |
+4,193
| New | +$1.12M | 1.01% | 24 |
|