KKM Financial’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 | $384K | Sell |
1,313
-33
| -2% | -$9.64K | 0.13% | 115 |
|
|
2025
Q1 | $420K | Sell |
1,346
-48
| -3% | -$15K | 0.18% | 103 |
|
|
2024
Q4 | $404K | Hold |
1,394
| – | – | 0.17% | 111 |
|
|
2024
Q3 | $424K | Hold |
1,394
| – | – | 0.21% | 94 |
|
|
2024
Q2 | $355K | Hold |
1,394
| – | – | 0.17% | 115 |
|
|
2024
Q1 | $393K | Hold |
1,394
| – | – | 0.19% | 110 |
|
|
2023
Q4 | $413K | Buy |
+1,394
| New | +$413K | 0.26% | 83 |
|