MSH Capital Advisors’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 | $750K | Sell |
2,568
-9
| -0.3% | -$2.63K | 0.22% | 114 |
|
|
2025
Q1 | $805K | Buy |
2,577
+304
| +13% | +$95K | 0.25% | 105 |
|
|
2024
Q4 | $659K | Buy |
2,273
+151
| +7% | +$43.8K | 0.21% | 113 |
|
|
2024
Q3 | $646K | Sell |
2,122
-111
| -5% | -$33.8K | 0.2% | 120 |
|
|
2024
Q2 | $569K | Sell |
2,233
-29
| -1% | -$7.39K | 0.19% | 123 |
|
|
2024
Q1 | $638K | Buy |
2,262
+245
| +12% | +$69.1K | 0.22% | 108 |
|
|
2023
Q4 | $598K | Sell |
2,017
-539
| -21% | -$160K | 0.22% | 110 |
|
|
2023
Q3 | $673K | Buy |
2,556
+69
| +3% | +$18.2K | 0.26% | 103 |
|
|
2023
Q2 | $742K | Buy |
2,487
+503
| +25% | +$150K | 0.27% | 100 |
|
|
2023
Q1 | $555K | Buy |
1,984
+103
| +5% | +$28.8K | 0.24% | 106 |
|
|
2022
Q4 | $496K | Buy |
1,881
+153
| +9% | +$40.3K | 0.22% | 112 |
|
|
2022
Q3 | $399K | Buy |
1,728
+2
| +0.1% | +$461 | 0.2% | 116 |
|
|
2022
Q2 | $426K | Sell |
1,726
-59
| -3% | -$14.6K | 0.2% | 116 |
|
|
2022
Q1 | $441K | Buy |
1,785
+169
| +10% | +$41.8K | 0.18% | 120 |
|
|
2021
Q4 | $433K | Buy |
+1,616
| New | +$433K | 0.19% | 117 |
|