Kapstone Financial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $309K | Hold |
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|
2025
Q2 | $297K | Hold |
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|
2025
Q1 | $318K | Hold |
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|
2024
Q4 | $295K | Sell |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $259K | Sell |
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|
2024
Q1 | $292K | Hold |
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $268K | Buy |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $261K | Buy |
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