Longfellow Investment Management’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 | $754K | Sell |
2,581
-1,050
| -29% | -$307K | 0.19% | 88 |
|
|
2025
Q1 | $1.13M | Buy |
3,631
+787
| +28% | +$246K | 0.28% | 53 |
|
|
2024
Q4 | $824K | Sell |
2,844
-179
| -6% | -$51.9K | 0.21% | 66 |
|
|
2024
Q3 | $921K | Buy |
3,023
+17
| +0.6% | +$5.18K | 0.23% | 62 |
|
|
2024
Q2 | $766K | Buy |
3,006
+840
| +39% | +$214K | 0.19% | 69 |
|
|
2024
Q1 | $611K | Buy |
2,166
+747
| +53% | +$211K | 0.14% | 76 |
|
|
2023
Q4 | $421K | Buy |
1,419
+1,397
| +6,350% | +$414K | 0.1% | 99 |
|
|
2023
Q3 | $5.8K | Hold |
22
| – | – | ﹤0.01% | 153 |
|
|
2023
Q2 | $6.57K | Hold |
22
| – | – | ﹤0.01% | 178 |
|
|
2023
Q1 | $6.15K | Hold |
22
| – | – | ﹤0.01% | 188 |
|
|
2022
Q4 | $5.8K | Hold |
22
| – | – | ﹤0.01% | 201 |
|
|
2022
Q3 | $5K | Hold |
22
| – | – | ﹤0.01% | 255 |
|
|
2022
Q2 | $6K | Hold |
22
| – | – | ﹤0.01% | 261 |
|
|
2022
Q1 | $6K | Hold |
22
| – | – | ﹤0.01% | 297 |
|
|
2021
Q4 | $6K | Hold |
22
| – | – | ﹤0.01% | 308 |
|
|
2021
Q3 | $6K | Hold |
22
| – | – | ﹤0.01% | 331 |
|
|
2021
Q2 | $6K | Sell |
22
-7,826
| -100% | -$2.13M | ﹤0.01% | 343 |
|
|
2021
Q1 | $1.76M | Sell |
7,848
-1,142
| -13% | -$256K | 0.21% | 123 |
|
|
2020
Q4 | $1.94M | Buy |
+8,990
| New | +$1.94M | 0.23% | 113 |
|