Investment Partners Asset Management’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 | $454K | Buy |
1,553
+45
| +3% | +$13.1K | 0.32% | 98 |
|
|
2025
Q1 | $471K | Hold |
1,508
| – | – | 0.37% | 83 |
|
|
2024
Q4 | $437K | Buy |
1,508
+8
| +0.5% | +$2.32K | 0.34% | 90 |
|
|
2024
Q3 | $457K | Buy |
1,500
+44
| +3% | +$13.4K | 0.37% | 85 |
|
|
2024
Q2 | $371K | Buy |
1,456
+254
| +21% | +$64.7K | 0.33% | 91 |
|
|
2024
Q1 | $339K | Buy |
1,202
+95
| +9% | +$26.8K | 0.31% | 100 |
|
|
2023
Q4 | $328K | Buy |
+1,107
| New | +$328K | 0.33% | 91 |
|