KFG 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 | $790K | Buy |
2,706
+293
| +12% | +$85.6K | 0.13% | 88 |
|
|
2025
Q1 | $754K | Sell |
2,413
-98
| -4% | -$30.6K | 0.14% | 85 |
|
|
2024
Q4 | $728K | Sell |
2,511
-155
| -6% | -$44.9K | 0.14% | 88 |
|
|
2024
Q3 | $812K | Sell |
2,666
-66
| -2% | -$20.1K | 0.18% | 77 |
|
|
2024
Q2 | $696K | Sell |
2,732
-90
| -3% | -$22.9K | 0.28% | 70 |
|
|
2024
Q1 | $796K | Buy |
2,822
+1,083
| +62% | +$305K | 0.33% | 58 |
|
|
2023
Q4 | $516K | Sell |
1,739
-801
| -32% | -$237K | 0.24% | 75 |
|
|
2023
Q3 | $669K | Buy |
2,540
+49
| +2% | +$12.9K | 0.36% | 52 |
|
|
2023
Q2 | $743K | Buy |
2,491
+493
| +25% | +$147K | 0.43% | 43 |
|
|
2023
Q1 | $578K | Buy |
1,998
+263
| +15% | +$76K | 0.4% | 40 |
|
|
2022
Q4 | $457K | Buy |
+1,735
| New | +$457K | 0.47% | 42 |
|