Meridian Financial’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 | $381K | Hold |
1,302
| – | – | 0.25% | 81 |
|
|
2025
Q1 | $407K | Hold |
1,302
| – | – | 0.29% | 67 |
|
|
2024
Q4 | $378K | Sell |
1,302
-200
| -13% | -$58K | 0.26% | 69 |
|
|
2024
Q3 | $458K | Hold |
1,502
| – | – | 0.31% | 63 |
|
|
2024
Q2 | $383K | Hold |
1,502
| – | – | 0.28% | 67 |
|
|
2024
Q1 | $424K | Hold |
1,502
| – | – | 0.32% | 61 |
|
|
2023
Q4 | $445K | Buy |
1,502
+200
| +15% | +$59.3K | 0.35% | 56 |
|
|
2023
Q3 | $343K | Sell |
1,302
-73
| -5% | -$19.2K | 0.32% | 59 |
|
|
2023
Q2 | $410K | Hold |
1,375
| – | – | 0.37% | 54 |
|
|
2023
Q1 | $385K | Sell |
1,375
-27
| -2% | -$7.55K | 0.37% | 55 |
|
|
2022
Q4 | $370K | Hold |
1,402
| – | – | 0.39% | 54 |
|
|
2022
Q3 | $324K | Hold |
1,402
| – | – | 0.38% | 56 |
|
|
2022
Q2 | $346K | Hold |
1,402
| – | – | 0.39% | 58 |
|
|
2022
Q1 | $347K | Hold |
1,402
| – | – | 0.36% | 59 |
|
|
2021
Q4 | $376K | Buy |
+1,402
| New | +$376K | 0.35% | 58 |
|