Lake Street Private 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 | $2.33M | Buy |
7,969
+360
| +5% | +$105K | 0.33% | 71 |
|
|
2025
Q1 | $2.38M | Buy |
7,609
+327
| +4% | +$102K | 0.39% | 68 |
|
|
2024
Q4 | $2.11M | Sell |
7,282
-882
| -11% | -$256K | 0.34% | 69 |
|
|
2024
Q3 | $2.49M | Sell |
8,164
-2,810
| -26% | -$856K | 0.4% | 68 |
|
|
2024
Q2 | $2.8M | Sell |
10,974
-325
| -3% | -$82.8K | 0.36% | 75 |
|
|
2024
Q1 | $3.19M | Buy |
11,299
+3
| +0% | +$846 | 0.44% | 63 |
|
|
2023
Q4 | $3.35M | Buy |
11,296
+370
| +3% | +$110K | 0.53% | 51 |
|
|
2023
Q3 | $2.9M | Sell |
10,926
-7,944
| -42% | -$2.11M | 0.52% | 52 |
|
|
2023
Q2 | $5.63M | Sell |
18,870
-211
| -1% | -$63K | 0.99% | 19 |
|
|
2023
Q1 | $5.34M | Sell |
19,081
-665
| -3% | -$186K | 1% | 24 |
|
|
2022
Q4 | $5.2M | Sell |
19,746
-17
| -0.1% | -$4.48K | 1.08% | 19 |
|
|
2022
Q3 | $4.56M | Sell |
19,763
-456
| -2% | -$105K | 1.05% | 21 |
|
|
2022
Q2 | $4.99M | Sell |
20,219
-82
| -0.4% | -$20.2K | 1.05% | 20 |
|
|
2022
Q1 | $5.02M | Buy |
20,301
+485
| +2% | +$120K | 0.9% | 23 |
|
|
2021
Q4 | $5.31M | Buy |
19,816
+2,948
| +17% | +$790K | 0.93% | 22 |
|
|
2021
Q3 | $4.07M | Buy |
16,868
+236
| +1% | +$56.9K | 0.99% | 26 |
|
|
2021
Q2 | $3.86M | Sell |
16,632
-137
| -0.8% | -$31.8K | 0.98% | 27 |
|
|
2021
Q1 | $3.76M | Buy |
16,769
+950
| +6% | +$213K | 1.04% | 27 |
|
|
2020
Q4 | $3.4M | Buy |
15,819
+991
| +7% | +$213K | 0.98% | 30 |
|
|
2020
Q3 | $3.26M | Buy |
14,828
+301
| +2% | +$66.1K | 1.09% | 26 |
|
|
2020
Q2 | $2.68M | Sell |
14,527
-629
| -4% | -$116K | 0.99% | 32 |
|
|
2020
Q1 | $2.51M | Buy |
15,156
+6,911
| +84% | +$1.14M | 1.14% | 27 |
|
|
2019
Q4 | $1.63M | Buy |
8,245
+86
| +1% | +$17K | 0.62% | 62 |
|
|
2019
Q3 | $1.75M | Buy |
8,159
+391
| +5% | +$84K | 0.8% | 48 |
|
|
2019
Q2 | $1.61M | Buy |
7,768
+1,726
| +29% | +$358K | 0.95% | 38 |
|
|
2019
Q1 | $1.15M | Buy |
+6,042
| New | +$1.15M | 0.79% | 48 |
|