LaSalle St. Investment 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 | $668K | Sell |
2,286
-68
| -3% | -$19.9K | 0.18% | 122 |
|
2025
Q1 | $735K | Sell |
2,354
-15
| -0.6% | -$4.68K | 0.17% | 111 |
|
2024
Q4 | $667K | Buy |
2,369
+643
| +37% | +$181K | 0.21% | 96 |
|
2024
Q3 | $525K | Buy |
1,726
+35
| +2% | +$10.6K | 0.21% | 91 |
|
2024
Q2 | $431K | Sell |
1,691
-77
| -4% | -$19.6K | 0.22% | 88 |
|
2024
Q1 | $522K | Buy |
1,768
+94
| +6% | +$27.8K | 0.29% | 56 |
|
2023
Q4 | $4.97M | Buy |
1,674
+14
| +0.8% | +$41.5K | 0.33% | 54 |
|
2023
Q3 | $437K | Buy |
1,660
+48
| +3% | +$12.6K | 0.21% | 64 |
|
2023
Q2 | $481K | Sell |
1,612
-68
| -4% | -$20.3K | 0.21% | 59 |
|
2023
Q1 | $469K | Buy |
1,680
+559
| +50% | +$156K | 0.21% | 64 |
|
2022
Q4 | $295K | Buy |
+1,121
| New | +$295K | 0.14% | 79 |
|