Prudent Man Advisors’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 | $917K | Sell |
3,140
-47
| -1% | -$13.7K | 0.29% | 81 |
|
|
2025
Q1 | $996K | Buy |
3,187
+80
| +3% | +$25K | 0.36% | 64 |
|
|
2024
Q4 | $901K | Sell |
3,107
-474
| -13% | -$137K | 0.33% | 69 |
|
|
2024
Q3 | $1.09M | Buy |
3,581
+546
| +18% | +$166K | 0.36% | 65 |
|
|
2024
Q2 | $773K | Buy |
3,035
+117
| +4% | +$29.8K | 0.27% | 85 |
|
|
2024
Q1 | $823K | Buy |
2,918
+146
| +5% | +$41.2K | 0.31% | 77 |
|
|
2023
Q4 | $822K | Sell |
2,772
-179
| -6% | -$53.1K | 0.31% | 74 |
|
|
2023
Q3 | $777K | Buy |
+2,951
| New | +$777K | 0.31% | 71 |
|
|
2021
Q3 | – | Sell |
-4,074
| Closed | -$941K | – | 220 |
|
|
2021
Q2 | $941K | Sell |
4,074
-29
| -0.7% | -$6.7K | 0.36% | 55 |
|
|
2021
Q1 | $920K | Buy |
4,103
+124
| +3% | +$27.8K | 0.39% | 57 |
|
|
2020
Q4 | $854K | Sell |
3,979
-56
| -1% | -$12K | 0.36% | 54 |
|
|
2020
Q3 | $885K | Buy |
4,035
+37
| +0.9% | +$8.12K | 0.47% | 44 |
|
|
2020
Q2 | $738K | Buy |
+3,998
| New | +$738K | 0.65% | 39 |
|