NorthCrest Asset Manangement’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 | $1.38M | Buy |
4,697
+1,186
| +34% | +$349K | 0.04% | 265 |
|
|
2025
Q1 | $1.1M | Buy |
3,511
+614
| +21% | +$192K | 0.03% | 289 |
|
|
2024
Q4 | $839K | Buy |
2,897
+71
| +3% | +$20.6K | 0.03% | 324 |
|
|
2024
Q3 | $861K | Buy |
2,826
+686
| +32% | +$209K | 0.03% | 313 |
|
|
2024
Q2 | $545K | Sell |
2,140
-209
| -9% | -$53.3K | 0.02% | 370 |
|
|
2024
Q1 | $662K | Buy |
2,349
+152
| +7% | +$42.9K | 0.02% | 332 |
|
|
2023
Q4 | $651K | Sell |
2,197
-96
| -4% | -$28.5K | 0.02% | 332 |
|
|
2023
Q3 | $604K | Sell |
2,293
-191
| -8% | -$50.3K | 0.02% | 331 |
|
|
2023
Q2 | $741K | Buy |
2,484
+14
| +0.6% | +$4.18K | 0.03% | 299 |
|
|
2023
Q1 | $691K | Buy |
+2,470
| New | +$691K | 0.03% | 305 |
|