Interchange Capital Partners’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 | $346K | Buy |
1,183
+48
| +4% | +$14K | 0.08% | 198 |
|
|
2025
Q1 | $355K | Buy |
1,135
+24
| +2% | +$7.5K | 0.1% | 180 |
|
|
2024
Q4 | $322K | Sell |
1,111
-89
| -7% | -$25.8K | 0.12% | 176 |
|
|
2024
Q3 | $366K | Buy |
1,200
+71
| +6% | +$21.6K | 0.13% | 174 |
|
|
2024
Q2 | $288K | Buy |
+1,129
| New | +$288K | 0.1% | 194 |
|
|
2023
Q2 | – | Sell |
-718
| Closed | -$201K | – | 190 |
|
|
2023
Q1 | $201K | Buy |
+718
| New | +$201K | 0.11% | 202 |
|
|
2021
Q4 | – | Sell |
-1,033
| Closed | -$249K | – | 170 |
|
|
2021
Q3 | $249K | Hold |
1,033
| – | – | 0.42% | 82 |
|
|
2021
Q2 | $238K | Sell |
1,033
-71
| -6% | -$16.4K | 0.37% | 84 |
|
|
2021
Q1 | $250K | Sell |
1,104
-37
| -3% | -$8.38K | 0.14% | 192 |
|
|
2020
Q4 | $244K | Buy |
+1,141
| New | +$244K | 0.13% | 175 |
|