NewEdge 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 | $10.4M | Buy |
33,896
+1,114
| +3% | +$343K | 0.16% | 115 |
|
|
2025
Q1 | $10.2M | Sell |
32,782
-60,393
| -65% | -$18.9M | 0.19% | 107 |
|
|
2024
Q4 | $27M | Buy |
93,175
+5,237
| +6% | +$1.52M | 0.47% | 59 |
|
|
2024
Q3 | $26.8M | Buy |
87,938
+18,716
| +27% | +$5.7M | 0.48% | 59 |
|
|
2024
Q2 | $17.6M | Buy |
69,222
+1,166
| +2% | +$297K | 0.38% | 73 |
|
|
2024
Q1 | $18.6M | Sell |
68,056
-12,888
| -16% | -$3.52M | 0.42% | 67 |
|
|
2023
Q4 | $24M | Buy |
80,944
+5,185
| +7% | +$1.54M | 0.61% | 38 |
|
|
2023
Q3 | $20M | Buy |
75,759
+7,206
| +11% | +$1.9M | 0.63% | 40 |
|
|
2023
Q2 | $20.5M | Buy |
68,553
+6,796
| +11% | +$2.03M | 0.68% | 33 |
|
|
2023
Q1 | $17.3M | Buy |
61,757
+4,710
| +8% | +$1.32M | 0.66% | 42 |
|
|
2022
Q4 | $15M | Buy |
57,047
+3,770
| +7% | +$994K | 0.65% | 44 |
|
|
2022
Q3 | $12.3M | Buy |
53,277
+2,802
| +6% | +$647K | 0.58% | 50 |
|
|
2022
Q2 | $12.5M | Buy |
50,475
+5,333
| +12% | +$1.32M | 0.57% | 48 |
|
|
2022
Q1 | $11.2M | Buy |
45,142
+4,004
| +10% | +$990K | 0.5% | 51 |
|
|
2021
Q4 | $11M | Buy |
41,138
+2,547
| +7% | +$683K | 0.46% | 52 |
|
|
2021
Q3 | $9.31M | Buy |
38,591
+1,064
| +3% | +$257K | 0.55% | 44 |
|
|
2021
Q2 | $8.67M | Buy |
37,527
+3,981
| +12% | +$920K | 0.66% | 48 |
|
|
2021
Q1 | $7.52M | Buy |
33,546
+24,089
| +255% | +$5.4M | 0.75% | 36 |
|
|
2020
Q4 | $2.03M | Buy |
+9,457
| New | +$2.03M | 0.62% | 42 |
|