L.M. Kohn & Company’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 | $1.46M | Sell |
4,996
-1,217
| -20% | -$356K | 0.39% | 44 |
|
|
2025
Q1 | $1.94M | Buy |
6,213
+1,054
| +20% | +$329K | 0.51% | 36 |
|
|
2024
Q4 | $1.5M | Sell |
5,159
-123
| -2% | -$35.7K | 0.39% | 46 |
|
|
2024
Q3 | $1.61M | Buy |
5,282
+196
| +4% | +$59.7K | 0.41% | 45 |
|
|
2024
Q2 | $1.3M | Sell |
5,086
-224
| -4% | -$57.1K | 0.35% | 55 |
|
|
2024
Q1 | $1.5M | Buy |
5,310
+99
| +2% | +$27.9K | 0.42% | 49 |
|
|
2023
Q4 | $1.55M | Buy |
5,211
+427
| +9% | +$127K | 0.49% | 44 |
|
|
2023
Q3 | $1.26M | Buy |
4,784
+2
| +0% | +$527 | 0.46% | 45 |
|
|
2023
Q2 | $1.43M | Buy |
4,782
+1,248
| +35% | +$372K | 0.54% | 42 |
|
|
2023
Q1 | $988K | Buy |
3,534
+190
| +6% | +$53.1K | 0.41% | 55 |
|
|
2022
Q4 | $881K | Buy |
3,344
+111
| +3% | +$29.3K | 0.41% | 60 |
|
|
2022
Q3 | $747K | Buy |
3,233
+1
| +0% | +$231 | 0.37% | 66 |
|
|
2022
Q2 | $798K | Buy |
3,232
+60
| +2% | +$14.8K | 0.37% | 67 |
|
|
2022
Q1 | $785K | Buy |
+3,172
| New | +$785K | 0.3% | 78 |
|