Pacifica 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 | $153K | Hold |
525
| – | – | 0.06% | 119 |
|
|
2025
Q1 | $167K | Buy |
525
+26
| +5% | +$8.27K | 0.08% | 109 |
|
|
2024
Q4 | $146K | Hold |
499
| – | – | 0.06% | 118 |
|
|
2024
Q3 | $152K | Hold |
499
| – | – | 0.06% | 123 |
|
|
2024
Q2 | $125K | Sell |
499
-5
| -1% | -$1.25K | 0.05% | 138 |
|
|
2024
Q1 | $140K | Hold |
504
| – | – | 0.06% | 125 |
|
|
2023
Q4 | $144K | Buy |
504
+125
| +33% | +$35.8K | 0.07% | 120 |
|
|
2023
Q3 | $95.6K | Buy |
379
+20
| +6% | +$5.04K | 0.05% | 137 |
|
|
2023
Q2 | $107K | Hold |
359
| – | – | 0.06% | 120 |
|
|
2023
Q1 | $101K | Hold |
359
| – | – | 0.06% | 126 |
|
|
2022
Q4 | $95.9K | Hold |
359
| – | – | 0.07% | 123 |
|
|
2022
Q3 | $88K | Hold |
359
| – | – | 0.06% | 129 |
|
|
2022
Q2 | $89K | Hold |
359
| – | – | 0.06% | 137 |
|
|
2022
Q1 | $86K | Hold |
359
| – | – | 0.06% | 135 |
|
|
2021
Q4 | $96K | Sell |
359
-8
| -2% | -$2.14K | 0.06% | 132 |
|
|
2021
Q3 | $90K | Hold |
367
| – | – | 0.07% | 122 |
|
|
2021
Q2 | $85K | Buy |
367
+18
| +5% | +$4.17K | 0.06% | 114 |
|
|
2021
Q1 | $79K | Hold |
349
| – | – | 0.07% | 114 |
|
|
2020
Q4 | $74K | Sell |
349
-28
| -7% | -$5.94K | 0.07% | 105 |
|
|
2020
Q3 | $83K | Sell |
377
-50
| -12% | -$11K | 0.09% | 92 |
|
|
2020
Q2 | $78K | Hold |
427
| – | – | 0.09% | 97 |
|
|
2020
Q1 | $75K | Sell |
427
-20
| -4% | -$3.51K | 0.09% | 103 |
|
|
2019
Q4 | $88K | Buy |
+447
| New | +$88K | 0.09% | 104 |
|