Plato Investment 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 | $5.24M | Buy |
17,998
+398
| +2% | +$116K | 0.39% | 54 |
|
|
2025
Q1 | $5.56M | Buy |
17,600
+89
| +0.5% | +$28.1K | 0.47% | 37 |
|
|
2024
Q4 | $5.09M | Hold |
17,511
| – | – | 0.37% | 58 |
|
|
2024
Q3 | $5.33M | Sell |
17,511
-36
| -0.2% | -$11K | 0.43% | 45 |
|
|
2024
Q2 | $4.47M | Buy |
17,547
+453
| +3% | +$115K | 0.42% | 55 |
|
|
2024
Q1 | $4.82M | Buy |
17,094
+15,959
| +1,406% | +$4.5M | 0.5% | 42 |
|
|
2023
Q4 | $337K | Buy |
+1,135
| New | +$337K | 0.41% | 54 |
|