Okabena 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 | $229K | Hold |
785
| – | – | 0.05% | 127 |
|
|
2025
Q1 | $245K | Sell |
785
-175
| -18% | -$54.7K | 0.06% | 120 |
|
|
2024
Q4 | $278K | Hold |
960
| – | – | 0.08% | 108 |
|
|
2024
Q3 | $292K | Hold |
960
| – | – | 0.08% | 103 |
|
|
2024
Q2 | $245K | Sell |
960
-2,640
| -73% | -$673K | 0.08% | 108 |
|
|
2024
Q1 | $1.02M | Sell |
3,600
-153
| -4% | -$43.1K | 0.34% | 67 |
|
|
2023
Q4 | $1.11M | Buy |
+3,753
| New | +$1.11M | 0.43% | 61 |
|
|
2023
Q3 | – | Sell |
-70
| Closed | -$20.9K | – | 129 |
|
|
2023
Q2 | $20.9K | Sell |
70
-1,850
| -96% | -$552K | 0.02% | 90 |
|
|
2023
Q1 | $537K | Sell |
1,920
-75
| -4% | -$21K | 0.38% | 51 |
|
|
2022
Q4 | $526K | Sell |
1,995
-1,633
| -45% | -$430K | 0.35% | 63 |
|
|
2022
Q3 | $837K | Buy |
3,628
+1,920
| +112% | +$443K | 0.4% | 65 |
|
|
2022
Q2 | $422K | Hold |
1,708
| – | – | 0.22% | 70 |
|
|
2022
Q1 | $422K | Hold |
1,708
| – | – | 0.18% | 82 |
|
|
2021
Q4 | $458K | Buy |
1,708
+28
| +2% | +$7.51K | 0.17% | 80 |
|
|
2021
Q3 | $405K | Hold |
1,680
| – | – | 0.21% | 67 |
|
|
2021
Q2 | $388K | Buy |
+1,680
| New | +$388K | 0.18% | 66 |
|