Johnson & White Wealth 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
$700K Buy
2,397
+105
+5% +$30.7K 0.35% 59
2025
Q1
$716K Hold
2,292
0.4% 54
2024
Q4
$670K Buy
+2,292
New +$670K 0.41% 52
2022
Q4
Sell
-2,256
Closed -$521K 102
2022
Q3
$521K Buy
+2,256
New +$521K 0.59% 44