Principal Securities’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 | $4.46M | Buy |
15,249
+4,143
| +37% | +$1.21M | 0.08% | 236 |
|
|
2025
Q1 | $3.22M | Buy |
11,106
+7
| +0.1% | +$2.03K | 0.07% | 256 |
|
|
2024
Q4 | $3.22M | Buy |
11,099
+966
| +10% | +$280K | 0.07% | 255 |
|
|
2024
Q3 | $3.09M | Buy |
10,133
+380
| +4% | +$116K | 0.07% | 249 |
|
|
2024
Q2 | $2.49M | Sell |
9,753
-228
| -2% | -$58.1K | 0.07% | 258 |
|
|
2024
Q1 | $2.81M | Buy |
9,981
+388
| +4% | +$109K | 0.09% | 212 |
|
|
2023
Q4 | $2.84M | Buy |
+9,593
| New | +$2.84M | 0.11% | 184 |
|