Parcion Private Wealth’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 | $6.61M | Buy |
22,633
+278
| +1% | +$81.2K | 0.47% | 45 |
|
|
2025
Q1 | $6.98M | Buy |
22,355
+1,085
| +5% | +$339K | 0.57% | 42 |
|
|
2024
Q4 | $6.17M | Buy |
21,270
+450
| +2% | +$130K | 0.47% | 51 |
|
|
2024
Q3 | $6.34M | Buy |
20,820
+1,959
| +10% | +$597K | 0.53% | 42 |
|
|
2024
Q2 | $4.81M | Buy |
18,861
+715
| +4% | +$182K | 0.44% | 47 |
|
|
2024
Q1 | $5.12M | Buy |
18,146
+52
| +0.3% | +$14.7K | 0.45% | 48 |
|
|
2023
Q4 | $5.36M | Buy |
18,094
+559
| +3% | +$166K | 0.49% | 45 |
|
|
2023
Q3 | $4.62M | Buy |
17,535
+78
| +0.4% | +$20.5K | 0.48% | 50 |
|
|
2023
Q2 | $5.21M | Sell |
17,457
-28
| -0.2% | -$8.36K | 0.53% | 48 |
|
|
2023
Q1 | $4.89M | Buy |
17,485
+864
| +5% | +$242K | 0.51% | 46 |
|
|
2022
Q4 | $4.38M | Sell |
16,621
-2,759
| -14% | -$727K | 0.48% | 48 |
|
|
2022
Q3 | $4.47M | Sell |
19,380
-990
| -5% | -$228K | 0.5% | 49 |
|
|
2022
Q2 | $5.17M | Sell |
20,370
-1,305
| -6% | -$331K | 0.51% | 46 |
|
|
2022
Q1 | $5.36M | Sell |
21,675
-3,734
| -15% | -$923K | 0.5% | 49 |
|
|
2021
Q4 | $6.55M | Buy |
25,409
+680
| +3% | +$175K | 0.59% | 43 |
|
|
2021
Q3 | $5.99M | Buy |
24,729
+23
| +0.1% | +$5.57K | 0.53% | 50 |
|
|
2021
Q2 | $5.71M | Sell |
24,706
-130
| -0.5% | -$30K | 0.57% | 48 |
|
|
2021
Q1 | $5.57M | Buy |
24,836
+3,750
| +18% | +$841K | 0.63% | 40 |
|
|
2020
Q4 | $4.53M | Buy |
21,086
+1,370
| +7% | +$294K | 0.6% | 42 |
|
|
2020
Q3 | $4.39M | Buy |
19,716
+3,603
| +22% | +$802K | 0.67% | 26 |
|
|
2020
Q2 | $3.04M | Buy |
16,113
+88
| +0.5% | +$16.6K | 0.51% | 34 |
|
|
2020
Q1 | $2.65M | Buy |
16,025
+1,153
| +8% | +$191K | 0.73% | 26 |
|
|
2019
Q4 | $2.94M | Buy |
+14,872
| New | +$2.94M | 0.64% | 36 |
|