Patriot Investment Management Group’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
$210K Sell
720
-702
-49% -$205K 0.01% 236
2025
Q1
$444K Hold
1,422
0.03% 169
2024
Q4
$412K Buy
1,422
+17
+1% +$4.93K 0.03% 170
2024
Q3
$428K Hold
1,405
0.03% 172
2024
Q2
$358K Hold
1,405
0.03% 182
2024
Q1
$396K Sell
1,405
-21
-1% -$5.92K 0.03% 183
2023
Q4
$423K Hold
1,426
0.04% 174
2023
Q3
$376K Sell
1,426
-73
-5% -$19.2K 0.03% 182
2023
Q2
$447K Hold
1,499
0.04% 173
2023
Q1
$419K Hold
1,499
0.04% 180
2022
Q4
$408K Sell
1,499
-242
-14% -$65.9K 0.04% 182
2022
Q3
$401K Sell
1,741
-48
-3% -$11.1K 0.04% 172
2022
Q2
$441K Sell
1,789
-169
-9% -$41.7K 0.04% 172
2022
Q1
$484K Buy
1,958
+785
+67% +$194K 0.04% 179
2021
Q4
$314K Sell
1,173
-8
-0.7% -$2.14K 0.03% 217
2021
Q3
$284K Buy
1,181
+38
+3% +$9.14K 0.03% 215
2021
Q2
$264K Buy
1,143
+30
+3% +$6.93K 0.02% 216
2021
Q1
$249K Buy
+1,113
New +$249K 0.02% 213
2020
Q3
Sell
-823
Closed -$152K 462
2020
Q2
$152K Buy
+823
New +$152K 0.02% 227
2019
Q4
Sell
-1,182
Closed -$248K 220
2019
Q3
$248K Sell
1,182
-308
-21% -$64.6K 0.03% 195
2019
Q2
$309K Buy
+1,490
New +$309K 0.04% 177