KPWG
KFA Private Wealth Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
4,888
+3,200
| +190% | +$935K | 0.44% | 33 |
|
|
2025
Q1 | $527K | Buy |
+1,688
| New | +$527K | 0.18% | 61 |
|
|
2024
Q2 | – | Sell |
-1,276
| Closed | -$360K | – | 92 |
|
|
2024
Q1 | $360K | Buy |
1,276
+54
| +4% | +$15.2K | 0.11% | 76 |
|
|
2023
Q4 | $362K | Buy |
1,222
+9
| +0.7% | +$2.67K | 0.13% | 64 |
|
|
2023
Q3 | $320K | Buy |
1,213
+3
| +0.2% | +$791 | 0.13% | 61 |
|
|
2023
Q2 | $361K | Sell |
1,210
-76
| -6% | -$22.7K | 0.15% | 55 |
|
|
2023
Q1 | $360K | Buy |
1,286
+270
| +27% | +$75.5K | 0.16% | 54 |
|
|
2022
Q4 | $268K | Sell |
1,016
-320
| -24% | -$84.3K | 0.14% | 56 |
|
|
2022
Q3 | $308K | Buy |
1,336
+4
| +0.3% | +$922 | 0.16% | 47 |
|
|
2022
Q2 | $329K | Sell |
1,332
-60
| -4% | -$14.8K | 0.18% | 49 |
|
|
2022
Q1 | $344K | Buy |
1,392
+148
| +12% | +$36.6K | 0.17% | 51 |
|
|
2021
Q4 | $333K | Sell |
1,244
-1
| -0.1% | -$268 | 0.17% | 53 |
|
|
2021
Q3 | $300K | Buy |
1,245
+2
| +0.2% | +$482 | 0.16% | 57 |
|
|
2021
Q2 | $287K | Sell |
1,243
-210
| -14% | -$48.5K | 0.16% | 58 |
|
|
2021
Q1 | $326K | Buy |
1,453
+446
| +44% | +$100K | 0.19% | 53 |
|
|
2020
Q4 | $216K | Buy |
1,007
+6
| +0.6% | +$1.29K | 0.14% | 67 |
|
|
2020
Q3 | $220K | Sell |
1,001
-286
| -22% | -$62.9K | 0.16% | 62 |
|
|
2020
Q2 | $237K | Buy |
1,287
+54
| +4% | +$9.94K | 0.23% | 43 |
|
|
2020
Q1 | $204K | Sell |
1,233
-1,031
| -46% | -$171K | 0.24% | 48 |
|
|
2019
Q4 | $447K | Buy |
+2,264
| New | +$447K | 0.41% | 31 |
|