Mason & Associates (California)’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 | $294K | Hold |
1,006
| – | – | 0.07% | 101 |
|
|
2025
Q1 | $314K | Sell |
1,006
-55
| -5% | -$17.2K | 0.08% | 83 |
|
|
2024
Q4 | $308K | Buy |
1,061
+99
| +10% | +$28.7K | 0.07% | 87 |
|
|
2024
Q3 | $293K | Sell |
962
-69
| -7% | -$21K | 0.07% | 90 |
|
|
2024
Q2 | $263K | Hold |
1,031
| – | – | 0.07% | 90 |
|
|
2024
Q1 | $291K | Hold |
1,031
| – | – | 0.08% | 86 |
|
|
2023
Q4 | $306K | Buy |
1,031
+54
| +6% | +$16K | 0.09% | 68 |
|
|
2023
Q3 | $257K | Hold |
977
| – | – | 0.08% | 72 |
|
|
2023
Q2 | $292K | Sell |
977
-190
| -16% | -$56.7K | 0.09% | 69 |
|
|
2023
Q1 | $326K | Hold |
1,167
| – | – | 0.1% | 63 |
|
|
2022
Q4 | $308K | Hold |
1,167
| – | – | 0.1% | 60 |
|
|
2022
Q3 | $269K | Buy |
1,167
+25
| +2% | +$5.76K | 0.1% | 69 |
|
|
2022
Q2 | $282K | Sell |
1,142
-25
| -2% | -$6.17K | 0.1% | 71 |
|
|
2022
Q1 | $289K | Hold |
1,167
| – | – | 0.09% | 90 |
|
|
2021
Q4 | $313K | Buy |
+1,167
| New | +$313K | 0.1% | 74 |
|