Latitude 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 | $515K | Buy |
1,762
+5
| +0.3% | +$1.46K | 0.26% | 87 |
|
|
2025
Q1 | $549K | Sell |
1,757
-214
| -11% | -$66.8K | 0.32% | 77 |
|
|
2024
Q4 | $571K | Sell |
1,971
-637
| -24% | -$185K | 0.32% | 76 |
|
|
2024
Q3 | $794K | Buy |
2,608
+33
| +1% | +$10K | 0.45% | 57 |
|
|
2024
Q2 | $656K | Sell |
2,575
-30
| -1% | -$7.65K | 0.4% | 55 |
|
|
2024
Q1 | $734K | Buy |
2,605
+2
| +0.1% | +$564 | 0.46% | 43 |
|
|
2023
Q4 | $772K | Sell |
2,603
-19
| -0.7% | -$5.64K | 0.54% | 38 |
|
|
2023
Q3 | $691K | Buy |
2,622
+56
| +2% | +$14.8K | 0.49% | 40 |
|
|
2023
Q2 | $766K | Buy |
2,566
+685
| +36% | +$204K | 0.53% | 34 |
|
|
2023
Q1 | $526K | Buy |
1,881
+809
| +75% | +$226K | 0.38% | 62 |
|
|
2022
Q4 | $282K | Sell |
1,072
-24
| -2% | -$6.32K | 0.21% | 116 |
|
|
2022
Q3 | $253K | Buy |
1,096
+45
| +4% | +$10.4K | 0.21% | 113 |
|
|
2022
Q2 | $259K | Sell |
1,051
-2,231
| -68% | -$550K | 0.24% | 107 |
|
|
2022
Q1 | $811K | Buy |
3,282
+2,386
| +266% | +$590K | 0.18% | 115 |
|
|
2021
Q4 | $240K | Buy |
+896
| New | +$240K | 0.07% | 257 |
|
|
2021
Q2 | – | Sell |
-903
| Closed | -$202K | – | 174 |
|
|
2021
Q1 | $202K | Sell |
903
-830
| -48% | -$186K | 0.17% | 157 |
|
|
2020
Q4 | $372K | Buy |
+1,733
| New | +$372K | 0.33% | 76 |
|