Principal Street Partners’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 | $986K | Buy |
3,375
+2,158
| +177% | +$631K | 0.1% | 128 |
|
2025
Q1 | $380K | Hold |
1,217
| – | – | 0.07% | 145 |
|
2024
Q4 | $353K | Sell |
1,217
-1,033
| -46% | -$300K | 0.07% | 148 |
|
2024
Q3 | $581K | Buy |
2,250
+864
| +62% | +$223K | 0.1% | 127 |
|
2024
Q2 | $353K | Sell |
1,386
-377
| -21% | -$96.1K | 0.06% | 163 |
|
2024
Q1 | $490K | Buy |
1,763
+671
| +61% | +$186K | 0.09% | 134 |
|
2023
Q4 | $324K | Sell |
1,092
-1,992
| -65% | -$591K | 0.08% | 154 |
|
2023
Q3 | $813K | Buy |
3,084
+1,542
| +100% | +$406K | 0.16% | 96 |
|
2023
Q2 | $460K | Hold |
1,542
| – | – | 0.11% | 126 |
|
2023
Q1 | $431K | Hold |
1,542
| – | – | 0.11% | 131 |
|
2022
Q4 | $406K | Buy |
1,542
+549
| +55% | +$145K | 0.1% | 137 |
|
2022
Q3 | $229K | Buy |
993
+14
| +1% | +$3.23K | 0.06% | 185 |
|
2022
Q2 | $242K | Buy |
+979
| New | +$242K | 0.06% | 187 |
|
2020
Q1 | – | Sell |
-3,924
| Closed | -$776K | – | 164 |
|
2019
Q4 | $776K | Buy |
3,924
+1,730
| +79% | +$342K | 0.17% | 107 |
|
2019
Q3 | $471K | Buy |
+2,194
| New | +$471K | 0.12% | 119 |
|