MFC
Morris Financial Concepts’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
696
-2,953
| -81% | -$863K | 0.08% | 133 |
|
|
2025
Q1 | $1.14M | Buy |
3,649
+17
| +0.5% | +$5.31K | 0.48% | 37 |
|
|
2024
Q4 | $1.05M | Buy |
3,632
+13
| +0.4% | +$3.77K | 0.45% | 38 |
|
|
2024
Q3 | $1.1M | Buy |
3,619
+55
| +2% | +$16.7K | 0.47% | 40 |
|
|
2024
Q2 | $908K | Buy |
3,564
+7
| +0.2% | +$1.78K | 0.43% | 41 |
|
|
2024
Q1 | $1M | Buy |
3,557
+28
| +0.8% | +$7.9K | 0.51% | 35 |
|
|
2023
Q4 | $1.05M | Buy |
3,529
+15
| +0.4% | +$4.45K | 0.6% | 31 |
|
|
2023
Q3 | $926K | Buy |
3,514
+15
| +0.4% | +$3.95K | 0.62% | 31 |
|
|
2023
Q2 | $1.04M | Buy |
3,499
+14
| +0.4% | +$4.18K | 0.67% | 28 |
|
|
2023
Q1 | $974K | Buy |
3,485
+16
| +0.5% | +$4.47K | 0.69% | 29 |
|
|
2022
Q4 | $914K | Buy |
3,469
+16
| +0.5% | +$4.22K | 0.74% | 28 |
|
|
2022
Q3 | $797K | Sell |
3,453
-1
| -0% | -$231 | 0.83% | 25 |
|
|
2022
Q2 | $853K | Sell |
3,454
-7
| -0.2% | -$1.73K | 0.81% | 24 |
|
|
2022
Q1 | $856K | Buy |
3,461
+60
| +2% | +$14.8K | 0.71% | 23 |
|
|
2021
Q4 | $912K | Buy |
+3,401
| New | +$912K | 0.76% | 23 |
|