Lakeside Advisors’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 | $1.2M | Hold |
4,118
| – | – | 0.78% | 25 |
|
|
2025
Q1 | $1.29M | Sell |
4,118
-75
| -2% | -$23.4K | 0.85% | 25 |
|
|
2024
Q4 | $1.22M | Hold |
4,193
| – | – | 0.8% | 24 |
|
|
2024
Q3 | $1.28M | Sell |
4,193
-58
| -1% | -$17.7K | 0.8% | 25 |
|
|
2024
Q2 | $1.08M | Sell |
4,251
-400
| -9% | -$102K | 0.7% | 25 |
|
|
2024
Q1 | $1.31M | Sell |
4,651
-133
| -3% | -$37.5K | 0.84% | 24 |
|
|
2023
Q4 | $1.42M | Sell |
4,784
-25
| -0.5% | -$7.41K | 0.99% | 23 |
|
|
2023
Q3 | $1.27M | Hold |
4,809
| – | – | 0.97% | 23 |
|
|
2023
Q2 | $1.44M | Hold |
4,809
| – | – | 1.06% | 23 |
|
|
2023
Q1 | $1.34M | Hold |
4,809
| – | – | 1.04% | 23 |
|
|
2022
Q4 | $1.27M | Sell |
4,809
-100
| -2% | -$26.4K | 1.04% | 23 |
|
|
2022
Q3 | $1.13M | Hold |
4,909
| – | – | 1.01% | 21 |
|
|
2022
Q2 | $1.21M | Hold |
4,909
| – | – | 1.03% | 20 |
|
|
2022
Q1 | $1.21M | Hold |
4,909
| – | – | 0.92% | 23 |
|
|
2021
Q4 | $1.32M | Buy |
+4,909
| New | +$1.32M | 0.97% | 21 |
|