Lokken Investment Group’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 | $865K | Buy |
2,961
+620
| +26% | +$181K | 0.33% | 67 |
|
|
2025
Q1 | $731K | Sell |
2,341
-122
| -5% | -$38.1K | 0.31% | 70 |
|
|
2024
Q4 | $714K | Buy |
2,463
+425
| +21% | +$123K | 0.31% | 74 |
|
|
2024
Q3 | $621K | Buy |
2,038
+27
| +1% | +$8.22K | 0.26% | 81 |
|
|
2024
Q2 | $513K | Buy |
2,011
+13
| +0.7% | +$3.31K | 0.24% | 85 |
|
|
2024
Q1 | $563K | Hold |
1,998
| – | – | 0.28% | 80 |
|
|
2023
Q4 | $592K | Buy |
1,998
+41
| +2% | +$12.2K | 0.34% | 70 |
|
|
2023
Q3 | $516K | Sell |
1,957
-56
| -3% | -$14.8K | 0.34% | 73 |
|
|
2023
Q2 | $601K | Buy |
2,013
+6
| +0.3% | +$1.79K | 0.39% | 63 |
|
|
2023
Q1 | $561K | Buy |
2,007
+41
| +2% | +$11.5K | 0.43% | 55 |
|
|
2022
Q4 | $518K | Hold |
1,966
| – | – | 0.41% | 57 |
|
|
2022
Q3 | $454K | Buy |
1,966
+100
| +5% | +$23.1K | 0.39% | 56 |
|
|
2022
Q2 | $461K | Hold |
1,866
| – | – | 0.37% | 57 |
|
|
2022
Q1 | $465K | Sell |
1,866
-45
| -2% | -$11.2K | 0.37% | 61 |
|
|
2021
Q4 | $512K | Buy |
1,911
+22
| +1% | +$5.89K | 0.37% | 56 |
|
|
2021
Q3 | $455K | Hold |
1,889
| – | – | 0.36% | 61 |
|
|
2021
Q2 | $436K | Sell |
1,889
-27
| -1% | -$6.23K | 0.35% | 62 |
|
|
2021
Q1 | $429K | Buy |
1,916
+1
| +0.1% | +$224 | 0.38% | 61 |
|
|
2020
Q4 | $411K | Buy |
+1,915
| New | +$411K | 0.38% | 56 |
|