Pinnacle Financial Group’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 | $4.27M | Buy |
14,619
+12,096
| +479% | +$3.53M | 1.43% | 20 |
|
2025
Q1 | $788K | Buy |
2,523
+1,012
| +67% | +$316K | 0.29% | 46 |
|
2024
Q4 | $438K | Buy |
1,511
+3
| +0.2% | +$870 | 0.17% | 58 |
|
2024
Q3 | $459K | Buy |
1,508
+107
| +8% | +$32.6K | 0.18% | 50 |
|
2024
Q2 | $357K | Buy |
1,401
+611
| +77% | +$156K | 0.15% | 57 |
|
2024
Q1 | $223K | Sell |
790
-51
| -6% | -$14.4K | 0.1% | 63 |
|
2023
Q4 | $249K | Sell |
841
-1
| -0.1% | -$297 | 0.13% | 59 |
|
2023
Q3 | $222K | Sell |
842
-1
| -0.1% | -$264 | 0.13% | 55 |
|
2023
Q2 | $252K | Sell |
843
-89
| -10% | -$26.6K | 0.14% | 57 |
|
2023
Q1 | $261K | Buy |
932
+39
| +4% | +$10.9K | 0.16% | 55 |
|
2022
Q4 | $235K | Hold |
893
| – | – | 0.17% | 55 |
|
2022
Q3 | $206K | Sell |
893
-2
| -0.2% | -$461 | 0.18% | 55 |
|
2022
Q2 | $221K | Sell |
895
-2
| -0.2% | -$494 | 0.19% | 55 |
|
2022
Q1 | $222K | Sell |
897
-200
| -18% | -$49.5K | 0.18% | 63 |
|
2021
Q4 | $294K | Buy |
+1,097
| New | +$294K | 0.23% | 50 |
|