O'Keefe Stevens Advisory’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 | $388K | Hold |
1,329
| – | – | 0.11% | 54 |
|
|
2025
Q1 | $415K | Hold |
1,329
| – | – | 0.14% | 51 |
|
|
2024
Q4 | $385K | Hold |
1,329
| – | – | 0.12% | 53 |
|
|
2024
Q3 | $405K | Hold |
1,329
| – | – | 0.12% | 54 |
|
|
2024
Q2 | $339K | Sell |
1,329
-23
| -2% | -$5.86K | 0.11% | 46 |
|
|
2024
Q1 | $381K | Hold |
1,352
| – | – | 0.13% | 38 |
|
|
2023
Q4 | $401K | Buy |
1,352
+29
| +2% | +$8.6K | 0.16% | 36 |
|
|
2023
Q3 | $349K | Buy |
1,323
+23
| +2% | +$6.06K | 0.16% | 32 |
|
|
2023
Q2 | $388K | Hold |
1,300
| – | – | 0.17% | 32 |
|
|
2023
Q1 | $363K | Hold |
1,300
| – | – | 0.18% | 30 |
|
|
2022
Q4 | $343K | Hold |
1,300
| – | – | 0.2% | 32 |
|
|
2022
Q3 | $300K | Hold |
1,300
| – | – | 0.2% | 31 |
|
|
2022
Q2 | $321K | Hold |
1,300
| – | – | 0.2% | 31 |
|
|
2022
Q1 | $321K | Hold |
1,300
| – | – | 0.16% | 30 |
|
|
2021
Q4 | $348K | Hold |
1,300
| – | – | 0.16% | 34 |
|
|
2021
Q3 | $313K | Buy |
+1,300
| New | +$313K | 0.17% | 34 |
|