MB, Levis & Associates’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 | $240K | Buy |
821
+1
| +0.1% | +$292 | 0.11% | 62 |
|
|
2025
Q1 | $256K | Buy |
820
+1
| +0.1% | +$312 | 0.12% | 61 |
|
|
2024
Q4 | $238K | Hold |
819
| – | – | 0.12% | 61 |
|
|
2024
Q3 | $249K | Buy |
819
+1
| +0.1% | +$304 | 0.12% | 60 |
|
|
2024
Q2 | $208K | Buy |
818
+1
| +0.1% | +$255 | 0.11% | 61 |
|
|
2024
Q1 | $230K | Buy |
817
+1
| +0.1% | +$282 | 0.12% | 58 |
|
|
2023
Q4 | $242K | Hold |
816
| – | – | 0.14% | 52 |
|
|
2023
Q3 | $215K | Buy |
816
+1
| +0.1% | +$263 | 0.14% | 59 |
|
|
2023
Q2 | $243K | Buy |
815
+1
| +0.1% | +$298 | 0.16% | 57 |
|
|
2023
Q1 | $228K | Buy |
814
+329
| +68% | +$92K | 0.16% | 55 |
|
|
2022
Q4 | $128K | Buy |
+485
| New | +$128K | 0.1% | 61 |
|