PFW Advisors’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 | $2.4M | Sell |
8,229
-293
| -3% | -$85.6K | 0.74% | 31 |
|
|
2025
Q1 | $2.66M | Sell |
8,522
-2
| -0% | -$625 | 0.83% | 25 |
|
|
2024
Q4 | $2.47M | Buy |
+8,524
| New | +$2.47M | 0.76% | 30 |
|
|
2024
Q2 | $2.17M | Sell |
8,510
-418
| -5% | -$107K | 0.69% | 34 |
|
|
2024
Q1 | $2.52M | Buy |
8,928
+19
| +0.2% | +$5.36K | 0.77% | 29 |
|
|
2023
Q4 | $2.64M | Buy |
8,909
+108
| +1% | +$32K | 0.84% | 23 |
|
|
2023
Q3 | $2.32M | Hold |
8,801
| – | – | 0.82% | 22 |
|
|
2023
Q2 | $2.54M | Buy |
+8,801
| New | +$2.54M | 0.85% | 20 |
|
|
2019
Q3 | $2.58M | Buy |
+8,463
| New | +$2.58M | 0.78% | 27 |
|