Northcape 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 | $2.87M | Buy |
9,836
+86
| +0.9% | +$25.1K | 0.88% | 38 |
|
|
2025
Q1 | $3.05M | Buy |
9,750
+54
| +0.6% | +$16.9K | 0.98% | 32 |
|
|
2024
Q4 | $2.81M | Buy |
9,696
+2
| +0% | +$580 | 0.91% | 37 |
|
|
2024
Q3 | $2.95M | Buy |
9,694
+171
| +2% | +$52.1K | 0.97% | 36 |
|
|
2024
Q2 | $2.43M | Buy |
9,523
+4
| +0% | +$1.02K | 0.87% | 40 |
|
|
2024
Q1 | $2.68M | Sell |
9,519
-100
| -1% | -$28.2K | 0.98% | 37 |
|
|
2023
Q4 | $2.85M | Sell |
9,619
-51
| -0.5% | -$15.1K | 1.03% | 31 |
|
|
2023
Q3 | $2.55M | Sell |
9,670
-214
| -2% | -$56.4K | 0.98% | 36 |
|
|
2023
Q2 | $2.95M | Sell |
9,884
-1,758
| -15% | -$525K | 1.06% | 32 |
|
|
2023
Q1 | $3.26M | Buy |
11,642
+2,915
| +33% | +$815K | 1.18% | 24 |
|
|
2022
Q4 | $2.3M | Sell |
8,727
-4,393
| -33% | -$1.16M | 1.28% | 29 |
|
|
2022
Q3 | $3.03M | Buy |
13,120
+431
| +3% | +$99.4K | 1.08% | 27 |
|
|
2022
Q2 | $3.13M | Sell |
12,689
-351
| -3% | -$86.7K | 1.2% | 24 |
|
|
2022
Q1 | $3.22M | Buy |
13,040
+358
| +3% | +$88.5K | 0.94% | 33 |
|
|
2021
Q4 | $3.4M | Buy |
+12,682
| New | +$3.4M | 1.15% | 28 |
|