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J. Stern & Co’s McDonald's MCD Stock Holding History

J. Stern & Co’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.57M Sell
11,353
-728
-6% -$229K 0.31% 24
2025
Q1 		$3.77M Buy
12,081
+3,275
+37% +$1.02M 0.36% 22
2024
Q4 		$2.55M Buy
8,806
+1,223
+16% +$355K 0.24% 27
2024
Q3 		$2.31M Buy
+7,583
New +$2.31M 0.25% 24