Oak Harvest Investment Services’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 | $5.03M | Sell |
17,233
-8,839
| -34% | -$2.58M | 0.63% | 51 |
|
|
2025
Q1 | $8.14M | Buy |
26,072
+1,569
| +6% | +$490K | 1.14% | 30 |
|
|
2024
Q4 | $7.1M | Buy |
24,503
+8,396
| +52% | +$2.43M | 0.99% | 36 |
|
|
2024
Q3 | $4.9M | Buy |
16,107
+496
| +3% | +$151K | 0.7% | 53 |
|
|
2024
Q2 | $3.98M | Buy |
15,611
+124
| +0.8% | +$31.6K | 0.62% | 50 |
|
|
2024
Q1 | $4.37M | Sell |
15,487
-290
| -2% | -$81.8K | 0.71% | 45 |
|
|
2023
Q4 | $4.68M | Sell |
15,777
-5,158
| -25% | -$1.53M | 0.93% | 39 |
|
|
2023
Q3 | $5.52M | Buy |
20,935
+1,167
| +6% | +$307K | 1.17% | 37 |
|
|
2023
Q2 | $5.9M | Buy |
19,768
+1,279
| +7% | +$382K | 1.32% | 31 |
|
|
2023
Q1 | $5.17M | Buy |
18,489
+1,249
| +7% | +$349K | 1.19% | 31 |
|
|
2022
Q4 | $4.54M | Sell |
17,240
-9,620
| -36% | -$2.54M | 1.18% | 33 |
|
|
2022
Q3 | $6.2M | Sell |
26,860
-4,398
| -14% | -$1.01M | 1.65% | 20 |
|
|
2022
Q2 | $7.72M | Buy |
31,258
+2,050
| +7% | +$506K | 2.08% | 10 |
|
|
2022
Q1 | $7.22M | Buy |
29,208
+5,616
| +24% | +$1.39M | 1.79% | 16 |
|
|
2021
Q4 | $6.32M | Buy |
23,592
+2,510
| +12% | +$673K | 1.57% | 22 |
|
|
2021
Q3 | $5.08M | Buy |
21,082
+3,054
| +17% | +$736K | 1.48% | 29 |
|
|
2021
Q2 | $4.16M | Buy |
18,028
+387
| +2% | +$89.4K | 1.37% | 33 |
|
|
2021
Q1 | $3.95M | Buy |
17,641
+1,469
| +9% | +$329K | 1.51% | 28 |
|
|
2020
Q4 | $3.47M | Buy |
+16,172
| New | +$3.47M | 1.49% | 33 |
|