KWB Wealth’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 | $814K | Sell |
2,607
-145
| -5% | -$45.3K | 0.1% | 81 |
|
|
2025
Q1 | $798K | Buy |
2,752
+7
| +0.3% | +$2.03K | 0.1% | 82 |
|
|
2024
Q4 | $836K | Sell |
2,745
-175
| -6% | -$53.3K | 0.1% | 70 |
|
|
2024
Q3 | $744K | Sell |
2,920
-1,369
| -32% | -$349K | 0.1% | 66 |
|
|
2024
Q2 | $1.21M | Sell |
4,289
-91
| -2% | -$25.7K | 0.17% | 53 |
|
|
2024
Q1 | $1.24M | Sell |
4,380
-444
| -9% | -$125K | 0.17% | 53 |
|
|
2023
Q4 | $1.43M | Hold |
4,824
| – | – | 0.21% | 46 |
|
|
2023
Q3 | $1.44M | Hold |
4,824
| – | – | 0.23% | 41 |
|
|
2023
Q2 | $1.44M | Buy |
4,824
+223
| +5% | +$66.5K | 0.23% | 41 |
|
|
2023
Q1 | $1.21M | Buy |
4,601
+21
| +0.5% | +$5.53K | 0.22% | 44 |
|
|
2022
Q4 | $1.21M | Buy |
4,580
+1,719
| +60% | +$453K | 0.23% | 42 |
|
|
2022
Q3 | $660K | Buy |
2,861
+158
| +6% | +$36.4K | 0.13% | 54 |
|
|
2022
Q2 | $667K | Buy |
2,703
+413
| +18% | +$102K | 0.13% | 54 |
|
|
2022
Q1 | $614K | Hold |
2,290
| – | – | 0.1% | 48 |
|
|
2021
Q4 | $614K | Sell |
2,290
-12
| -0.5% | -$3.22K | 0.1% | 48 |
|
|
2021
Q3 | $555K | Buy |
2,302
+397
| +21% | +$95.7K | 0.1% | 49 |
|
|
2021
Q2 | $427K | Hold |
1,905
| – | – | 0.08% | 55 |
|
|
2021
Q1 | $427K | Buy |
1,905
+692
| +57% | +$155K | 0.08% | 55 |
|
|
2020
Q4 | $260K | Buy |
+1,213
| New | +$260K | 0.05% | 68 |
|