Kuhn & Co Investment Counsel’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 | $1.43M | Buy |
4,896
+3,453
| +239% | +$1.01M | 1.08% | 26 |
|
|
2025
Q1 | $451K | Hold |
1,443
| – | – | 0.38% | 83 |
|
|
2024
Q4 | $418K | Sell |
1,443
-220
| -13% | -$63.8K | 0.36% | 86 |
|
|
2024
Q3 | $506K | Hold |
1,663
| – | – | 0.43% | 82 |
|
|
2024
Q2 | $424K | Sell |
1,663
-18
| -1% | -$4.59K | 0.38% | 87 |
|
|
2024
Q1 | $474K | Buy |
1,681
+3
| +0.2% | +$846 | 0.45% | 79 |
|
|
2023
Q4 | $498K | Buy |
+1,678
| New | +$498K | 0.51% | 65 |
|