Keebeck 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 | $785K | Buy |
2,686
+40
| +2% | +$11.7K | 0.1% | 152 |
|
|
2025
Q1 | $827K | Buy |
2,646
+40
| +2% | +$12.5K | 0.12% | 140 |
|
|
2024
Q4 | $755K | Buy |
2,606
+60
| +2% | +$17.4K | 0.11% | 144 |
|
|
2024
Q3 | $775K | Buy |
2,546
+175
| +7% | +$53.3K | 0.11% | 140 |
|
|
2024
Q2 | $604K | Hold |
2,371
| – | – | 0.09% | 157 |
|
|
2024
Q1 | $669K | Sell |
2,371
-43
| -2% | -$12.1K | 0.1% | 160 |
|
|
2023
Q4 | $716K | Buy |
2,414
+55
| +2% | +$16.3K | 0.12% | 146 |
|
|
2023
Q3 | $621K | Buy |
2,359
+12
| +0.5% | +$3.16K | 0.11% | 150 |
|
|
2023
Q2 | $700K | Hold |
2,347
| – | – | 0.1% | 149 |
|
|
2023
Q1 | $656K | Buy |
2,347
+12
| +0.5% | +$3.36K | 0.11% | 140 |
|
|
2022
Q4 | $615K | Buy |
2,335
+19
| +0.8% | +$5.01K | 0.11% | 138 |
|
|
2022
Q3 | $534K | Hold |
2,316
| – | – | 0.1% | 142 |
|
|
2022
Q2 | $572K | Sell |
2,316
-3,981
| -63% | -$983K | 0.11% | 145 |
|
|
2022
Q1 | $1.56M | Hold |
6,297
| – | – | 0.26% | 92 |
|
|
2021
Q4 | $1.69M | Hold |
6,297
| – | – | 0.3% | 76 |
|
|
2021
Q3 | $1.52M | Sell |
6,297
-32
| -0.5% | -$7.71K | 0.3% | 79 |
|
|
2021
Q2 | $1.46M | Sell |
6,329
-54
| -0.8% | -$12.5K | 0.21% | 90 |
|
|
2021
Q1 | $1.43M | Hold |
6,383
| – | – | 0.22% | 82 |
|
|
2020
Q4 | $1.37M | Buy |
6,383
+86
| +1% | +$18.5K | 0.24% | 76 |
|
|
2020
Q3 | $1.38M | Buy |
6,297
+13
| +0.2% | +$2.85K | 0.29% | 64 |
|
|
2020
Q2 | $1.16M | Hold |
6,284
| – | – | 0.37% | 57 |
|
|
2020
Q1 | $1.04M | Buy |
6,284
+2,400
| +62% | +$397K | 0.43% | 52 |
|
|
2019
Q4 | $767K | Buy |
+3,884
| New | +$767K | 0.24% | 73 |
|