NEOS Investment 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 | $16.9M | Buy |
57,930
+5,886
| +11% | +$1.72M | 0.21% | 92 |
|
|
2025
Q1 | $16.3M | Buy |
52,044
+10,024
| +24% | +$3.13M | 0.31% | 67 |
|
|
2024
Q4 | $12.2M | Buy |
42,020
+9,952
| +31% | +$2.88M | 0.29% | 64 |
|
|
2024
Q3 | $9.77M | Buy |
32,068
+6,496
| +25% | +$1.98M | 0.29% | 69 |
|
|
2024
Q2 | $6.52M | Buy |
25,572
+7,918
| +45% | +$2.02M | 0.27% | 71 |
|
|
2024
Q1 | $4.98M | Buy |
17,654
+2,376
| +16% | +$670K | 0.31% | 64 |
|
|
2023
Q4 | $4.53M | Buy |
15,278
+3,198
| +26% | +$948K | 0.43% | 47 |
|
|
2023
Q3 | $3.18M | Buy |
+12,080
| New | +$3.18M | 0.41% | 49 |
|