Northwest Capital 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 | $103K | Sell |
351
-366
| -51% | -$107K | 0.06% | 135 |
|
|
2025
Q1 | $224K | Buy |
717
+1
| +0.1% | +$312 | 0.09% | 108 |
|
|
2024
Q4 | $208K | Hold |
716
| – | – | 0.09% | 104 |
|
|
2024
Q3 | $218K | Hold |
716
| – | – | 0.08% | 102 |
|
|
2024
Q2 | $182K | Sell |
716
-666
| -48% | -$170K | 0.07% | 111 |
|
|
2024
Q1 | $390K | Hold |
1,382
| – | – | 0.12% | 83 |
|
|
2023
Q4 | $410K | Buy |
1,382
+204
| +17% | +$60.5K | 0.14% | 80 |
|
|
2023
Q3 | $310K | Buy |
1,178
+2
| +0.2% | +$527 | 0.12% | 83 |
|
|
2023
Q2 | $351K | Buy |
1,176
+3
| +0.3% | +$895 | 0.15% | 78 |
|
|
2023
Q1 | $328K | Buy |
1,173
+174
| +17% | +$48.7K | 0.16% | 75 |
|
|
2022
Q4 | $263K | Buy |
999
+18
| +2% | +$4.74K | 0.14% | 81 |
|
|
2022
Q3 | $226K | Buy |
981
+3
| +0.3% | +$691 | 0.13% | 82 |
|
|
2022
Q2 | $241K | Buy |
978
+2
| +0.2% | +$493 | 0.13% | 79 |
|
|
2022
Q1 | $241K | Buy |
976
+3
| +0.3% | +$741 | 0.11% | 84 |
|
|
2021
Q4 | $253K | Sell |
973
-23
| -2% | -$5.98K | 0.12% | 78 |
|
|
2021
Q3 | $237K | Buy |
996
+3
| +0.3% | +$714 | 0.12% | 84 |
|
|
2021
Q2 | $241K | Buy |
993
+2
| +0.2% | +$485 | 0.14% | 73 |
|
|
2021
Q1 | $222K | Buy |
991
+3
| +0.3% | +$672 | 0.16% | 61 |
|
|
2020
Q4 | $212K | Sell |
988
-87
| -8% | -$18.7K | 0.16% | 61 |
|
|
2020
Q3 | $236K | Buy |
+1,075
| New | +$236K | 0.2% | 53 |
|