Orion 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 | $547K | Hold |
1,872
| – | – | 0.21% | 75 |
|
|
2025
Q1 | $585K | Buy |
1,872
+1,121
| +149% | +$350K | 0.25% | 68 |
|
|
2024
Q4 | $218K | Hold |
751
| – | – | 0.1% | 118 |
|
|
2024
Q3 | $229K | Hold |
751
| – | – | 0.11% | 114 |
|
|
2024
Q2 | $191K | Hold |
751
| – | – | 0.1% | 120 |
|
|
2024
Q1 | $212K | Hold |
751
| – | – | 0.11% | 118 |
|
|
2023
Q4 | $223K | Hold |
751
| – | – | 0.13% | 114 |
|
|
2023
Q3 | $198K | Hold |
751
| – | – | 0.13% | 116 |
|
|
2023
Q2 | $224K | Buy |
751
+11
| +1% | +$3.28K | 0.15% | 115 |
|
|
2023
Q1 | $207K | Hold |
740
| – | – | 0.14% | 110 |
|
|
2022
Q4 | $195K | Hold |
740
| – | – | 0.14% | 110 |
|
|
2022
Q3 | $171K | Buy |
740
+340
| +85% | +$78.6K | 0.14% | 109 |
|
|
2022
Q2 | $99K | Hold |
400
| – | – | 0.08% | 149 |
|
|
2022
Q1 | $99K | Hold |
400
| – | – | 0.06% | 165 |
|
|
2021
Q4 | $107K | Hold |
400
| – | – | 0.06% | 158 |
|
|
2021
Q3 | $96K | Hold |
400
| – | – | 0.06% | 159 |
|
|
2021
Q2 | $92K | Hold |
400
| – | – | 0.06% | 151 |
|
|
2021
Q1 | $90K | Hold |
400
| – | – | 0.06% | 137 |
|
|
2020
Q4 | $86K | Buy |
+400
| New | +$86K | 0.06% | 130 |
|