Kathmere 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 | $417K | Buy |
1,426
+165
| +13% | +$48.2K | 0.03% | 315 |
|
|
2025
Q1 | $394K | Buy |
1,261
+256
| +25% | +$80K | 0.03% | 281 |
|
|
2024
Q4 | $291K | Buy |
1,005
+180
| +22% | +$52.2K | 0.03% | 314 |
|
|
2024
Q3 | $251K | Buy |
+825
| New | +$251K | 0.02% | 320 |
|
|
2023
Q4 | – | Sell |
-1,373
| Closed | -$362K | – | 302 |
|
|
2023
Q3 | $362K | Buy |
1,373
+699
| +104% | +$184K | 0.05% | 163 |
|
|
2023
Q2 | $201K | Buy |
+674
| New | +$201K | 0.03% | 219 |
|
|
2021
Q1 | – | Sell |
-59
| Closed | -$13K | – | 296 |
|
|
2020
Q4 | $13K | Buy |
59
+45
| +321% | +$9.92K | ﹤0.01% | 308 |
|
|
2020
Q3 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 346 |
|