Jacobsen Capital 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 | $356K | Buy |
1,220
+142
| +13% | +$41.5K | 0.13% | 64 |
|
|
2025
Q1 | $337K | Buy |
1,078
+107
| +11% | +$33.4K | 0.15% | 63 |
|
|
2024
Q4 | $281K | Buy |
971
+7
| +0.7% | +$2.03K | 0.12% | 70 |
|
|
2024
Q3 | $294K | Sell |
964
-42
| -4% | -$12.8K | 0.12% | 69 |
|
|
2024
Q2 | $256K | Buy |
1,006
+198
| +25% | +$50.5K | 0.11% | 73 |
|
|
2024
Q1 | $228K | Buy |
808
+36
| +5% | +$10.2K | 0.11% | 82 |
|
|
2023
Q4 | $229K | Sell |
772
-66
| -8% | -$19.6K | 0.12% | 75 |
|
|
2023
Q3 | $221K | Sell |
838
-224
| -21% | -$59K | 0.12% | 66 |
|
|
2023
Q2 | $317K | Buy |
1,062
+345
| +48% | +$103K | 0.16% | 54 |
|
|
2023
Q1 | $200K | Buy |
+717
| New | +$200K | 0.11% | 69 |
|