ORG Wealth Partners’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
$902K Buy
3,031
+109
+4% +$32.4K 0.22% 69
2025
Q1
$917K Buy
2,922
+1,289
+79% +$405K 0.28% 66
2024
Q4
$474K Buy
1,633
+258
+19% +$74.9K 0.15% 70
2024
Q3
$419K Buy
+1,375
New +$419K 0.14% 77