Per Stirling Capital 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 | $392K | Buy |
1,341
+1
| +0.1% | +$292 | 0.05% | 195 |
|
2025
Q1 | $419K | Buy |
1,340
+1
| +0.1% | +$312 | 0.06% | 180 |
|
2024
Q4 | $388K | Sell |
1,339
-63
| -4% | -$18.3K | 0.06% | 194 |
|
2024
Q3 | $427K | Buy |
1,402
+48
| +4% | +$14.6K | 0.06% | 201 |
|
2024
Q2 | $345K | Sell |
1,354
-90
| -6% | -$22.9K | 0.06% | 192 |
|
2024
Q1 | $407K | Buy |
1,444
+67
| +5% | +$18.9K | 0.07% | 165 |
|
2023
Q4 | $408K | Buy |
1,377
+26
| +2% | +$7.71K | 0.07% | 149 |
|
2023
Q3 | $356K | Buy |
1,351
+1
| +0.1% | +$263 | 0.07% | 146 |
|
2023
Q2 | $403K | Sell |
1,350
-293
| -18% | -$87.5K | 0.08% | 142 |
|
2023
Q1 | $459K | Buy |
1,643
+46
| +3% | +$12.9K | 0.1% | 119 |
|
2022
Q4 | $421K | Buy |
+1,597
| New | +$421K | 0.08% | 138 |
|