Live Oak Investment Partners’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 | $746K | Sell |
2,554
-84
| -3% | -$24.5K | 0.57% | 47 |
|
|
2025
Q1 | $824K | Buy |
+2,638
| New | +$824K | 0.65% | 45 |
|
|
2024
Q4 | – | Hold |
0
| – | -$771K | – | 46 |
|
|
2024
Q3 | – | Hold |
0
| – | -$644K | – | 44 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 49 |
|
|
2023
Q4 | – | Hold |
0
| – | -$616K | – | 44 |
|
|
2023
Q3 | – | Hold |
0
| – | -$691K | – | 49 |
|
|
2023
Q2 | – | Hold |
0
| – | -$664K | – | 45 |
|
|
2023
Q1 | – | Hold |
0
| – | -$577K | – | 44 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 51 |
|