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Lantz Financial’s McDonald's MCD Stock Holding History

Lantz Financial’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.46M Sell
5,001
-635
-11% -$186K 0.36% 80
2025
Q1 		$1.76M Buy
5,636
+62
+1% +$19.4K 0.48% 62
2024
Q4 		$1.62M Buy
5,574
+152
+3% +$44.1K 0.43% 69
2024
Q3 		$1.65M Buy
5,422
+479
+10% +$146K 0.45% 68
2024
Q2 		$1.26M Sell
4,943
-129
-3% -$32.9K 0.39% 76
2024
Q1 		$1.43M Buy
5,072
+141
+3% +$39.8K 0.46% 66
2023
Q4 		$1.46M Buy
4,931
+43
+0.9% +$12.8K 0.53% 60
2023
Q3 		$1.29M Buy
4,888
+904
+23% +$238K 0.51% 61
2023
Q2 		$1.19M Buy
3,984
+75
+2% +$22.4K 0.47% 67
2023
Q1 		$1.09M Buy
3,909
+813
+26% +$227K 0.45% 70
2022
Q4 		$816K Sell
3,096
-98
-3% -$25.8K 0.37% 71
2022
Q3 		$737K Sell
3,194
-46
-1% -$10.6K 0.38% 68
2022
Q2 		$800K Buy
3,240
+167
+5% +$41.2K 0.36% 73
2022
Q1 		$760K Sell
3,073
-129
-4% -$31.9K 0.31% 82
2021
Q4 		$858K Buy
3,202
+161
+5% +$43.1K 0.4% 66
2021
Q3 		$733K Buy
3,041
+46
+2% +$11.1K 0.38% 72
2021
Q2 		$692K Buy
2,995
+20
+0.7% +$4.62K 0.36% 74
2021
Q1 		$667K Buy
2,975
+13
+0.4% +$2.92K 0.38% 65
2020
Q4 		$636K Sell
2,962
-595
-17% -$128K 0.4% 66
2020
Q3 		$781K Buy
3,557
+134
+4% +$29.4K 0.53% 54
2020
Q2 		$631K Buy
3,423
+3
+0.1% +$553 0.45% 62
2020
Q1 		$565K Sell
3,420
-95
-3% -$15.7K 0.44% 65
2019
Q4 		$695K Buy
3,515
+33
+0.9% +$6.53K 0.41% 69
2019
Q3 		$718K Sell
3,482
-39
-1% -$8.04K 0.48% 70
2019
Q2 		$738K Sell
3,521
-70
-2% -$14.7K 0.5% 64
2019
Q1 		$682K Buy
+3,591
New +$682K 0.49% 62