Marotta Asset 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 | – | Sell |
-2,438
| Closed | -$742K | – | 111 |
|
|
2025
Q1 | $742K | Hold |
2,438
| – | – | 0.15% | 62 |
|
|
2024
Q4 | $713K | Hold |
2,438
| – | – | 0.15% | 60 |
|
|
2024
Q3 | $742K | Sell |
2,438
-14
| -0.6% | -$4.26K | 0.15% | 62 |
|
|
2024
Q2 | $613K | Buy |
2,452
+648
| +36% | +$162K | 0.13% | 64 |
|
|
2024
Q1 | $509K | Sell |
1,804
-142
| -7% | -$40K | 0.11% | 68 |
|
|
2023
Q4 | $577K | Sell |
1,946
-133
| -6% | -$39.4K | 0.12% | 62 |
|
|
2023
Q3 | $548K | Buy |
2,079
+50
| +2% | +$13.2K | 0.13% | 67 |
|
|
2023
Q2 | $606K | Buy |
+2,029
| New | +$606K | 0.14% | 61 |
|
|
2022
Q4 | $546K | Sell |
2,073
-40
| -2% | -$10.5K | 0.13% | 65 |
|
|
2022
Q3 | $488K | Hold |
2,113
| – | – | 0.13% | 64 |
|
|
2022
Q2 | $535K | Sell |
2,113
-151
| -7% | -$38.2K | 0.13% | 68 |
|
|
2022
Q1 | $560K | Buy |
2,264
+68
| +3% | +$16.8K | 0.13% | 68 |
|
|
2021
Q4 | $589K | Sell |
2,196
-14
| -0.6% | -$3.75K | 0.13% | 63 |
|
|
2021
Q3 | $533K | Buy |
2,210
+126
| +6% | +$30.4K | 0.13% | 62 |
|
|
2021
Q2 | $484K | Buy |
2,084
+56
| +3% | +$13K | 0.12% | 66 |
|
|
2021
Q1 | $457K | Buy |
2,028
+65
| +3% | +$14.6K | 0.12% | 64 |
|
|
2020
Q4 | $421K | Hold |
1,963
| – | – | 0.11% | 53 |
|
|
2020
Q3 | $431K | Hold |
1,963
| – | – | 0.13% | 56 |
|
|
2020
Q2 | $362K | Hold |
1,963
| – | – | 0.12% | 61 |
|
|
2020
Q1 | $310K | Hold |
1,963
| – | – | 0.12% | 62 |
|
|
2019
Q4 | $422K | Buy |
+1,963
| New | +$422K | 0.13% | 61 |
|