Redwood Investment Management’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 | $269K | Sell |
920
-592
| -39% | -$173K | 0.03% | 271 |
|
2025
Q1 | $472K | Buy |
+1,512
| New | +$472K | 0.05% | 240 |
|
2024
Q3 | – | Sell |
-1,062
| Closed | -$279K | – | 333 |
|
2024
Q2 | $279K | Buy |
+1,062
| New | +$279K | 0.02% | 311 |
|
2024
Q1 | – | Sell |
-1,536
| Closed | -$424K | – | 365 |
|
2023
Q4 | $424K | Sell |
1,536
-1,009
| -40% | -$279K | 0.04% | 294 |
|
2023
Q3 | $670K | Buy |
+2,545
| New | +$670K | 0.06% | 264 |
|
2023
Q2 | – | Sell |
-734
| Closed | -$205K | – | 259 |
|
2023
Q1 | $205K | Sell |
734
-250
| -25% | -$69.8K | 0.02% | 229 |
|
2022
Q4 | $259K | Sell |
984
-947
| -49% | -$249K | 0.03% | 241 |
|
2022
Q3 | $446K | Buy |
1,931
+1,004
| +108% | +$232K | 0.09% | 171 |
|
2022
Q2 | $229K | Buy |
927
+87
| +10% | +$21.5K | 0.04% | 217 |
|
2022
Q1 | $208K | Sell |
840
-163
| -16% | -$40.4K | 0.03% | 266 |
|
2021
Q4 | $269K | Sell |
1,003
-328
| -25% | -$88K | 0.04% | 240 |
|
2021
Q3 | $321K | Buy |
+1,331
| New | +$321K | 0.05% | 246 |
|