Mitchell & Pahl Private Wealth’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 | $2.91M | Buy |
9,964
+190
| +2% | +$55.5K | 1.29% | 17 |
|
|
2025
Q1 | $3.05M | Sell |
9,774
-104
| -1% | -$32.5K | 1.42% | 15 |
|
|
2024
Q4 | $2.86M | Buy |
9,878
+450
| +5% | +$130K | 1.34% | 13 |
|
|
2024
Q3 | $2.87M | Buy |
9,428
+226
| +2% | +$68.8K | 1.34% | 16 |
|
|
2024
Q2 | $2.35M | Buy |
9,202
+1,217
| +15% | +$310K | 1.24% | 18 |
|
|
2024
Q1 | $2.25M | Buy |
7,985
+212
| +3% | +$59.8K | 1.18% | 19 |
|
|
2023
Q4 | $2.3M | Sell |
7,773
-390
| -5% | -$116K | 1.31% | 16 |
|
|
2023
Q3 | $2.15M | Buy |
8,163
+354
| +5% | +$93.3K | 1.28% | 19 |
|
|
2023
Q2 | $2.33M | Buy |
7,809
+122
| +2% | +$36.4K | 1.41% | 16 |
|
|
2023
Q1 | $2.15M | Buy |
7,687
+177
| +2% | +$49.5K | 1.35% | 17 |
|
|
2022
Q4 | $1.98M | Buy |
7,510
+98
| +1% | +$25.8K | 1.3% | 16 |
|
|
2022
Q3 | $1.71M | Buy |
7,412
+189
| +3% | +$43.6K | 1.26% | 18 |
|
|
2022
Q2 | $1.78M | Buy |
7,223
+201
| +3% | +$49.6K | 1.24% | 17 |
|
|
2022
Q1 | $1.74M | Buy |
7,022
+350
| +5% | +$86.5K | 1.11% | 23 |
|
|
2021
Q4 | $1.79M | Buy |
6,672
+147
| +2% | +$39.4K | 1.15% | 24 |
|
|
2021
Q3 | $1.57M | Buy |
6,525
+81
| +1% | +$19.5K | 1.13% | 26 |
|
|
2021
Q2 | $1.49M | Buy |
6,444
+132
| +2% | +$30.5K | 1.06% | 29 |
|
|
2021
Q1 | $1.42M | Buy |
6,312
+333
| +6% | +$74.7K | 1.1% | 28 |
|
|
2020
Q4 | $1.28M | Buy |
+5,979
| New | +$1.28M | 1.08% | 29 |
|