Marietta Investment Partners’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 | $471K | Hold |
1,613
| – | – | 0.1% | 122 |
|
|
2025
Q1 | $504K | Sell |
1,613
-65
| -4% | -$20.3K | 0.12% | 119 |
|
|
2024
Q4 | $486K | Hold |
1,678
| – | – | 0.11% | 119 |
|
|
2024
Q3 | $511K | Hold |
1,678
| – | – | 0.11% | 117 |
|
|
2024
Q2 | $428K | Hold |
1,678
| – | – | 0.09% | 120 |
|
|
2024
Q1 | $473K | Hold |
1,678
| – | – | 0.1% | 122 |
|
|
2023
Q4 | $498K | Buy |
1,678
+813
| +94% | +$241K | 0.12% | 113 |
|
|
2023
Q3 | $228K | Hold |
865
| – | – | 0.06% | 151 |
|
|
2023
Q2 | $258K | Hold |
865
| – | – | 0.07% | 146 |
|
|
2023
Q1 | $242K | Buy |
+865
| New | +$242K | 0.07% | 149 |
|