Modern Wealth 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 | $2.96M | Sell |
10,121
-99
| -1% | -$28.9K | 0.07% | 223 |
|
|
2025
Q1 | $3.19M | Buy |
10,220
+84
| +0.8% | +$26.2K | 0.1% | 167 |
|
|
2024
Q4 | $2.94M | Buy |
10,136
+1,693
| +20% | +$491K | 0.11% | 154 |
|
|
2024
Q3 | $2.57M | Buy |
8,443
+41
| +0.5% | +$12.5K | 0.16% | 95 |
|
|
2024
Q2 | $2.14M | Buy |
8,402
+1,938
| +30% | +$494K | 0.16% | 85 |
|
|
2024
Q1 | $1.82M | Buy |
6,464
+3,075
| +91% | +$867K | 0.17% | 78 |
|
|
2023
Q4 | $1M | Buy |
+3,389
| New | +$1M | 0.13% | 62 |
|