LRI Investments’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 | $2.04M | Sell |
6,994
-51
| -0.7% | -$14.9K | 0.17% | 57 |
|
|
2025
Q1 | $2.2M | Sell |
7,045
-355
| -5% | -$111K | 0.21% | 50 |
|
|
2024
Q4 | $2.15M | Sell |
7,400
-18
| -0.2% | -$5.22K | 0.21% | 42 |
|
|
2024
Q3 | $2.21M | Buy |
7,418
+1,730
| +30% | +$517K | 0.21% | 42 |
|
|
2024
Q2 | $1.45M | Buy |
5,688
+2,251
| +65% | +$574K | 0.17% | 47 |
|
|
2024
Q1 | $969K | Buy |
+3,437
| New | +$969K | 0.24% | 45 |
|