Live Oak Private Wealth’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 | $926K | Sell |
3,168
-49
| -2% | -$14.3K | 0.14% | 105 |
|
|
2025
Q1 | $1M | Sell |
3,217
-29
| -0.9% | -$9.06K | 0.16% | 98 |
|
|
2024
Q4 | $941K | Buy |
3,246
+17
| +0.5% | +$4.93K | 0.16% | 98 |
|
|
2024
Q3 | $983K | Hold |
3,229
| – | – | 0.16% | 92 |
|
|
2024
Q2 | $823K | Buy |
3,229
+13
| +0.4% | +$3.31K | 0.14% | 99 |
|
|
2024
Q1 | $907K | Sell |
3,216
-4
| -0.1% | -$1.13K | 0.16% | 93 |
|
|
2023
Q4 | $955K | Buy |
3,220
+30
| +0.9% | +$8.9K | 0.18% | 89 |
|
|
2023
Q3 | $840K | Sell |
3,190
-32
| -1% | -$8.43K | 0.18% | 87 |
|
|
2023
Q2 | $961K | Buy |
3,222
+58
| +2% | +$17.3K | 0.19% | 83 |
|
|
2023
Q1 | $885K | Buy |
3,164
+104
| +3% | +$29.1K | 0.18% | 88 |
|
|
2022
Q4 | $806K | Hold |
3,060
| – | – | 0.17% | 95 |
|
|
2022
Q3 | $706K | Hold |
3,060
| – | – | 0.16% | 95 |
|
|
2022
Q2 | $755K | Buy |
3,060
+617
| +25% | +$152K | 0.16% | 99 |
|
|
2022
Q1 | $604K | Buy |
2,443
+1,100
| +82% | +$272K | 0.12% | 114 |
|
|
2021
Q4 | $360K | Hold |
1,343
| – | – | 0.07% | 141 |
|
|
2021
Q3 | $324K | Buy |
1,343
+372
| +38% | +$89.7K | 0.07% | 146 |
|
|
2021
Q2 | $224K | Hold |
971
| – | – | 0.05% | 152 |
|
|
2021
Q1 | $218K | Sell |
971
-69
| -7% | -$15.5K | 0.05% | 143 |
|
|
2020
Q4 | $223K | Buy |
1,040
+23
| +2% | +$4.93K | 0.06% | 136 |
|
|
2020
Q3 | $223K | Sell |
1,017
-158
| -13% | -$34.6K | 0.08% | 121 |
|
|
2020
Q2 | $217K | Buy |
+1,175
| New | +$217K | 0.08% | 123 |
|