Lion Street 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 | $526K | Buy |
1,799
+13
| +0.7% | +$3.8K | 0.16% | 139 |
|
|
2025
Q1 | $558K | Sell |
1,786
-6
| -0.3% | -$1.88K | 0.18% | 119 |
|
|
2024
Q4 | $519K | Sell |
1,792
-33
| -2% | -$9.56K | 0.17% | 131 |
|
|
2024
Q3 | $556K | Sell |
1,825
-226
| -11% | -$68.9K | 0.19% | 116 |
|
|
2024
Q2 | $523K | Sell |
2,051
-136
| -6% | -$34.7K | 0.19% | 109 |
|
|
2024
Q1 | $649K | Hold |
2,187
| – | – | 0.26% | 91 |
|
|
2023
Q4 | $649K | Sell |
2,187
-7
| -0.3% | -$2.08K | 0.27% | 90 |
|
|
2023
Q3 | $578K | Buy |
2,194
+1,082
| +97% | +$285K | 0.19% | 109 |
|
|
2023
Q2 | $273K | Buy |
+1,112
| New | +$273K | 0.09% | 181 |
|
|
2020
Q2 | – | Sell |
-93
| Closed | -$15K | – | 248 |
|
|
2020
Q1 | $15K | Buy |
+93
| New | +$15K | 0.08% | 124 |
|