Partners in Financial Planning’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 | $471K | Hold |
1,612
| – | – | 0.09% | 70 |
|
|
2025
Q1 | $504K | Hold |
1,612
| – | – | 0.1% | 66 |
|
|
2024
Q4 | $467K | Hold |
1,612
| – | – | 0.1% | 69 |
|
|
2024
Q3 | $491K | Buy |
1,612
+25
| +2% | +$7.61K | 0.1% | 67 |
|
|
2024
Q2 | $405K | Hold |
1,587
| – | – | 0.09% | 72 |
|
|
2024
Q1 | $448K | Sell |
1,587
-25
| -2% | -$7.05K | 0.1% | 67 |
|
|
2023
Q4 | $478K | Buy |
1,612
+25
| +2% | +$7.41K | 0.11% | 64 |
|
|
2023
Q3 | $418K | Buy |
1,587
+465
| +41% | +$123K | 0.11% | 65 |
|
|
2023
Q2 | $335K | Hold |
1,122
| – | – | 0.09% | 71 |
|
|
2023
Q1 | $314K | Hold |
1,122
| – | – | 0.08% | 73 |
|
|
2022
Q4 | $297K | Hold |
1,122
| – | – | 0.08% | 75 |
|
|
2022
Q3 | $307K | Sell |
1,122
-7
| -0.6% | -$1.91K | 0.09% | 72 |
|
|
2022
Q2 | $293K | Hold |
1,129
| – | – | 0.09% | 80 |
|
|
2022
Q1 | $282K | Hold |
1,129
| – | – | 0.09% | 74 |
|
|
2021
Q4 | $288K | Hold |
1,129
| – | – | 0.09% | 76 |
|
|
2021
Q3 | $272K | Buy |
1,129
+7
| +0.6% | +$1.69K | 0.08% | 76 |
|
|
2021
Q2 | $259K | Buy |
+1,122
| New | +$259K | 0.08% | 78 |
|