Peak Asset Management’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 | $371K | Sell |
1,269
-15
| -1% | -$4.38K | 0.07% | 109 |
|
|
2025
Q1 | $401K | Buy |
1,284
+31
| +2% | +$9.68K | 0.08% | 104 |
|
|
2024
Q4 | $363K | Sell |
1,253
-34
| -3% | -$9.86K | 0.07% | 114 |
|
|
2024
Q3 | $392K | Hold |
1,287
| – | – | 0.07% | 113 |
|
|
2024
Q2 | $328K | Hold |
1,287
| – | – | 0.06% | 116 |
|
|
2024
Q1 | $363K | Sell |
1,287
-17
| -1% | -$4.79K | 0.07% | 114 |
|
|
2023
Q4 | $387K | Sell |
1,304
-33
| -2% | -$9.79K | 0.09% | 102 |
|
|
2023
Q3 | $352K | Sell |
1,337
-35
| -3% | -$9.22K | 0.09% | 103 |
|
|
2023
Q2 | $409K | Sell |
1,372
-44
| -3% | -$13.1K | 0.09% | 99 |
|
|
2023
Q1 | $396K | Buy |
1,416
+490
| +53% | +$137K | 0.1% | 102 |
|
|
2022
Q4 | $244K | Hold |
926
| – | – | 0.06% | 128 |
|
|
2022
Q3 | $214K | Buy |
926
+44
| +5% | +$10.2K | 0.06% | 127 |
|
|
2022
Q2 | $218K | Hold |
882
| – | – | 0.06% | 127 |
|
|
2022
Q1 | $218K | Sell |
882
-47
| -5% | -$11.6K | 0.05% | 129 |
|
|
2021
Q4 | $249K | Buy |
+929
| New | +$249K | 0.06% | 125 |
|
|
2021
Q3 | – | Sell |
-1,003
| Closed | -$232K | – | 138 |
|
|
2021
Q2 | $232K | Hold |
1,003
| – | – | 0.06% | 128 |
|
|
2021
Q1 | $225K | Hold |
1,003
| – | – | 0.05% | 137 |
|
|
2020
Q4 | $215K | Sell |
1,003
-26
| -3% | -$5.57K | 0.06% | 137 |
|
|
2020
Q3 | $226K | Buy |
+1,029
| New | +$226K | 0.07% | 122 |
|