Private Client Services’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 | $321K | Sell |
1,100
-39
| -3% | -$11.4K | 0.13% | 142 |
|
|
2025
Q1 | $356K | Sell |
1,139
-73
| -6% | -$22.8K | 0.18% | 116 |
|
|
2024
Q4 | $351K | Sell |
1,212
-13
| -1% | -$3.77K | 0.19% | 104 |
|
|
2024
Q3 | $373K | Sell |
1,225
-24
| -2% | -$7.31K | 0.2% | 98 |
|
|
2024
Q2 | $318K | Buy |
1,249
+102
| +9% | +$26K | 0.2% | 93 |
|
|
2024
Q1 | $323K | Buy |
1,147
+196
| +21% | +$55.3K | 0.22% | 90 |
|
|
2023
Q4 | $282K | Buy |
+951
| New | +$282K | 0.23% | 108 |
|