Koss-Olinger Consulting’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 | $399K | Buy |
1,367
+11
| +0.8% | +$3.21K | 0.03% | 234 |
|
|
2025
Q1 | $424K | Buy |
+1,356
| New | +$424K | 0.04% | 220 |
|
|
2024
Q4 | – | Sell |
-913
| Closed | -$278K | – | 250 |
|
|
2024
Q3 | $278K | Sell |
913
-61
| -6% | -$18.6K | 0.02% | 235 |
|
|
2024
Q2 | $248K | Buy |
+974
| New | +$248K | 0.02% | 229 |
|
|
2024
Q1 | – | Sell |
-1,487
| Closed | -$441K | – | 202 |
|
|
2023
Q4 | $441K | Buy |
1,487
+103
| +7% | +$30.5K | 0.04% | 166 |
|
|
2023
Q3 | $365K | Buy |
1,384
+2
| +0.1% | +$527 | 0.05% | 165 |
|
|
2023
Q2 | $412K | Buy |
1,382
+1
| +0.1% | +$298 | 0.05% | 150 |
|
|
2023
Q1 | $386K | Buy |
1,381
+115
| +9% | +$32.1K | 0.05% | 152 |
|
|
2022
Q4 | $333K | Buy |
1,266
+35
| +3% | +$9.21K | 0.05% | 153 |
|
|
2022
Q3 | $284K | Buy |
1,231
+43
| +4% | +$9.92K | 0.05% | 162 |
|
|
2022
Q2 | $293K | Buy |
1,188
+40
| +3% | +$9.87K | 0.05% | 132 |
|
|
2022
Q1 | $284K | Buy |
+1,148
| New | +$284K | 0.05% | 153 |
|