PYA Waltman Capital’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 | $1.28M | Buy |
4,375
+315
| +8% | +$92K | 0.37% | 44 |
|
|
2025
Q1 | $1.27M | Sell |
4,060
-356
| -8% | -$111K | 0.4% | 42 |
|
|
2024
Q4 | $1.28M | Buy |
4,416
+89
| +2% | +$25.8K | 0.41% | 45 |
|
|
2024
Q3 | $1.32M | Buy |
4,327
+193
| +5% | +$58.8K | 0.43% | 41 |
|
|
2024
Q2 | $1.05M | Buy |
4,134
+402
| +11% | +$102K | 0.39% | 41 |
|
|
2024
Q1 | $1.05M | Buy |
3,732
+58
| +2% | +$16.4K | 0.39% | 43 |
|
|
2023
Q4 | $1.09M | Buy |
3,674
+139
| +4% | +$41.2K | 0.45% | 40 |
|
|
2023
Q3 | $931K | Buy |
3,535
+474
| +15% | +$125K | 0.39% | 42 |
|
|
2023
Q2 | $884K | Buy |
3,061
+1,256
| +70% | +$363K | 0.38% | 39 |
|
|
2023
Q1 | $505K | Buy |
1,805
+562
| +45% | +$157K | 0.25% | 44 |
|
|
2022
Q4 | $328K | Buy |
1,243
+180
| +17% | +$47.4K | 0.17% | 45 |
|
|
2022
Q3 | $245K | Buy |
1,063
+498
| +88% | +$115K | 0.14% | 44 |
|
|
2022
Q2 | $139K | Buy |
565
+180
| +47% | +$44.3K | 0.08% | 59 |
|
|
2022
Q1 | $95K | Buy |
385
+97
| +34% | +$23.9K | 0.05% | 76 |
|
|
2021
Q4 | $77K | Buy |
+288
| New | +$77K | 0.04% | 82 |
|