Madrona Financial Services’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
$319K Buy
1,092
+23
+2% +$6.72K 0.08% 78
2025
Q1
$334K Sell
1,069
-1
-0.1% -$312 0.09% 74
2024
Q4
$310K Sell
1,070
-4
-0.4% -$1.16K 0.08% 80
2024
Q3
$327K Buy
1,074
+42
+4% +$12.8K 0.09% 72
2024
Q2
$263K Buy
1,032
+13
+1% +$3.31K 0.08% 75
2024
Q1
$287K Hold
1,019
0.1% 68
2023
Q4
$302K Sell
1,019
-8
-0.8% -$2.37K 0.12% 64
2023
Q3
$271K Buy
1,027
+99
+11% +$26.1K 0.12% 76
2023
Q2
$277K Sell
928
-174
-16% -$51.9K 0.14% 78
2023
Q1
$308K Buy
1,102
+199
+22% +$55.6K 0.17% 63
2022
Q4
$238K Hold
903
0.14% 66
2022
Q3
$208K Buy
903
+65
+8% +$15K 0.13% 69
2022
Q2
$207K Hold
838
0.12% 77
2022
Q1
$213K Hold
838
0.1% 76
2021
Q4
$225K Hold
838
0.1% 69
2021
Q3
$202K Buy
+838
New +$202K 0.1% 64