PCA Investment Advisory Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,304
| Closed | -$668K | – | 106 |
|
|
2024
Q4 | $668K | Buy |
2,304
+221
| +11% | +$64.1K | 0.31% | 50 |
|
|
2024
Q3 | $634K | Buy |
2,083
+136
| +7% | +$41.4K | 0.3% | 53 |
|
|
2024
Q2 | $496K | Buy |
1,947
+43
| +2% | +$11K | 0.26% | 55 |
|
|
2024
Q1 | $537K | Buy |
1,904
+272
| +17% | +$76.7K | 0.3% | 54 |
|
|
2023
Q4 | $484K | Buy |
1,632
+3
| +0.2% | +$889 | 0.32% | 50 |
|
|
2023
Q3 | $429K | Buy |
1,629
+2
| +0.1% | +$527 | 0.31% | 53 |
|
|
2023
Q2 | $486K | Buy |
1,627
+42
| +3% | +$12.5K | 0.29% | 49 |
|
|
2023
Q1 | $443K | Buy |
+1,585
| New | +$443K | 0.31% | 52 |
|