Phoenix Financial’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 | $51.8M | Sell |
177,222
-392,992
| -69% | -$115M | 0.68% | 35 |
|
|
2025
Q1 | $178M | Buy |
570,214
+73,897
| +15% | +$23.1M | 2.73% | 8 |
|
|
2024
Q4 | $144M | Buy |
496,317
+67,259
| +16% | +$19.5M | 1.96% | 14 |
|
|
2024
Q3 | $131M | Buy |
429,058
+408,509
| +1,988% | +$124M | 1.93% | 12 |
|
|
2024
Q2 | $5.25M | Buy |
20,549
+253
| +1% | +$64.7K | 0.08% | 131 |
|
|
2024
Q1 | $5.72M | Buy |
20,296
+6,614
| +48% | +$1.86M | 0.08% | 128 |
|
|
2023
Q4 | $4.55M | Buy |
13,682
+1,850
| +16% | +$615K | 0.08% | 124 |
|
|
2023
Q3 | $3.12M | Buy |
11,832
+1,989
| +20% | +$524K | 0.06% | 142 |
|
|
2023
Q2 | $2.94M | Buy |
9,843
+1,691
| +21% | +$505K | 0.06% | 123 |
|
|
2023
Q1 | $2.28M | Buy |
8,152
+2,066
| +34% | +$578K | 0.05% | 133 |
|
|
2022
Q4 | $1.6M | Sell |
6,086
-1,485
| -20% | -$391K | 0.03% | 147 |
|
|
2022
Q3 | $1.78M | Buy |
7,571
+3,884
| +105% | +$911K | 0.04% | 156 |
|
|
2022
Q2 | $911K | Sell |
3,687
-967
| -21% | -$239K | 0.02% | 223 |
|
|
2022
Q1 | $1.15M | Buy |
+4,654
| New | +$1.15M | 0.02% | 246 |
|