McElhenny Sheffield Capital 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 | $428K | Buy |
1,463
+1
| +0.1% | +$292 | 0.11% | 65 |
|
|
2025
Q1 | $457K | Buy |
1,462
+4
| +0.3% | +$1.25K | 0.17% | 62 |
|
|
2024
Q4 | $423K | Buy |
1,458
+9
| +0.6% | +$2.61K | 0.14% | 63 |
|
|
2024
Q3 | $441K | Sell |
1,449
-7
| -0.5% | -$2.13K | 0.14% | 68 |
|
|
2024
Q2 | $368K | Sell |
1,456
-9
| -0.6% | -$2.28K | 0.13% | 68 |
|
|
2024
Q1 | $407K | Sell |
1,465
-2,011
| -58% | -$559K | 0.15% | 64 |
|
|
2023
Q4 | $1.03M | Buy |
3,476
+1,937
| +126% | +$573K | 0.42% | 21 |
|
|
2023
Q3 | $401K | Sell |
1,539
-2,435
| -61% | -$634K | 0.2% | 58 |
|
|
2023
Q2 | $1.18M | Buy |
3,974
+2,535
| +176% | +$756K | 0.51% | 18 |
|
|
2023
Q1 | $404K | Buy |
1,439
+362
| +34% | +$102K | 0.21% | 62 |
|
|
2022
Q4 | $281K | Buy |
1,077
+62
| +6% | +$16.2K | 0.13% | 68 |
|
|
2022
Q3 | $234K | Sell |
1,015
-19
| -2% | -$4.38K | 0.18% | 78 |
|
|
2022
Q2 | $255K | Sell |
1,034
-3,438
| -77% | -$848K | 0.12% | 82 |
|
|
2022
Q1 | $1.11M | Sell |
4,472
-218
| -5% | -$53.9K | 0.39% | 30 |
|
|
2021
Q4 | $1.26M | Buy |
4,690
+3,175
| +210% | +$851K | 0.47% | 24 |
|
|
2021
Q3 | $365K | Buy |
+1,515
| New | +$365K | 0.17% | 92 |
|