Marshall & Sullivan’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 | $89.7K | Buy |
+307
| New | +$89.7K | 0.04% | 57 |
|
|
2023
Q1 | – | Sell |
-270
| Closed | -$71.2K | – | 57 |
|
|
2022
Q4 | $71.2K | Buy |
+270
| New | +$71.2K | 0.04% | 53 |
|
|
2022
Q3 | – | Sell |
-270
| Closed | -$66K | – | 66 |
|
|
2022
Q2 | $66K | Buy |
+270
| New | +$66K | 0.04% | 51 |
|
|
2021
Q1 | – | Sell |
-58
| Closed | -$270 | – | 48 |
|
|
2020
Q4 | $270 | Sell |
58
-212
| -79% | -$987 | 0.03% | 60 |
|
|
2020
Q3 | $59K | Buy |
+270
| New | +$59K | 0.04% | 46 |
|
|
2018
Q3 | – | Sell |
-346
| Closed | -$54.2K | – | 65 |
|
|
2018
Q2 | $54.2K | Buy |
+346
| New | +$54.2K | 0.05% | 59 |
|
|
2015
Q1 | – | Sell |
-129
| Closed | -$12K | – | 56 |
|
|
2014
Q4 | $12K | Sell |
129
-361
| -74% | -$33.6K | 0.01% | 55 |
|
|
2014
Q3 | $46K | Sell |
490
-1,607
| -77% | -$151K | 0.06% | 43 |
|
|
2014
Q2 | $211K | Buy |
+2,097
| New | +$211K | 0.35% | 34 |
|