Presidio 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 | $306K | Buy |
1,049
+5
| +0.5% | +$1.46K | 0.12% | 50 |
|
2025
Q1 | $326K | Hold |
1,044
| – | – | 0.13% | 46 |
|
2024
Q4 | $303K | Sell |
1,044
-25
| -2% | -$7.25K | 0.16% | 49 |
|
2024
Q3 | $325K | Buy |
1,069
+25
| +2% | +$7.61K | 0.21% | 48 |
|
2024
Q2 | $266K | Sell |
1,044
-93
| -8% | -$23.7K | 0.19% | 46 |
|
2024
Q1 | $321K | Buy |
1,137
+100
| +10% | +$28.2K | 0.23% | 34 |
|
2023
Q4 | $307K | Sell |
1,037
-43
| -4% | -$12.7K | 0.24% | 28 |
|
2023
Q3 | $284K | Hold |
1,080
| – | – | 0.25% | 28 |
|
2023
Q2 | $322K | Buy |
+1,080
| New | +$322K | 0.26% | 30 |
|