Kapstone Financial Advisors’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 | $297K | Hold |
1,018
| – | – | 0.15% | 80 |
|
|
2025
Q1 | $318K | Hold |
1,018
| – | – | 0.18% | 75 |
|
|
2024
Q4 | $295K | Sell |
1,018
-4,900
| -83% | -$1.42M | 0.16% | 81 |
|
|
2024
Q3 | $1.8M | Buy |
5,918
+4,900
| +481% | +$1.49M | 1.09% | 19 |
|
|
2024
Q2 | $259K | Sell |
1,018
-17
| -2% | -$4.33K | 0.17% | 85 |
|
|
2024
Q1 | $292K | Hold |
1,035
| – | – | 0.2% | 86 |
|
|
2023
Q4 | $308K | Buy |
1,035
+17
| +2% | +$5.05K | 0.24% | 74 |
|
|
2023
Q3 | $268K | Buy |
1,018
+3
| +0.3% | +$790 | 0.24% | 74 |
|
|
2023
Q2 | $295K | Buy |
1,015
+24
| +2% | +$6.99K | 0.24% | 71 |
|
|
2023
Q1 | $286K | Hold |
991
| – | – | 0.26% | 73 |
|
|
2022
Q4 | $261K | Buy |
+991
| New | +$261K | 0.24% | 79 |
|