Kennedy Investment Group’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
$990K Sell
3,388
-9
-0.3% -$2.63K 0.42% 56
2025
Q1
$1.06M Buy
3,397
+114
+3% +$35.6K 0.49% 53
2024
Q4
$952K Buy
3,283
+12
+0.4% +$3.48K 0.43% 58
2024
Q3
$996K Buy
3,271
+11
+0.3% +$3.35K 0.46% 57
2024
Q2
$831K Buy
3,260
+193
+6% +$49.2K 0.42% 61
2024
Q1
$865K Buy
3,067
+1,655
+117% +$467K 0.46% 61
2023
Q4
$419K Buy
1,412
+120
+9% +$35.6K 0.23% 88
2023
Q3
$340K Buy
1,292
+5
+0.4% +$1.32K 0.2% 91
2023
Q2
$384K Sell
1,287
-9
-0.7% -$2.69K 0.22% 87
2023
Q1
$362K Buy
1,296
+10
+0.8% +$2.8K 0.22% 89
2022
Q4
$339K Buy
+1,286
New +$339K 0.22% 93