Principia Wealth Advisory’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
$67.8K Buy
232
+4
+2% +$1.17K 0.06% 98
2025
Q1
$69.3K Buy
228
+10
+5% +$3.04K 0.07% 77
2024
Q4
$63.2K Buy
+218
New +$63.2K 0.06% 77