Retirement Guys Formula’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 | $1.27M | Buy |
4,360
+291
| +7% | +$85K | 0.48% | 73 |
|
|
2025
Q1 | $1.27M | Buy |
4,069
+629
| +18% | +$196K | 0.63% | 64 |
|
|
2024
Q4 | $997K | Buy |
3,440
+165
| +5% | +$47.8K | 0.5% | 60 |
|
|
2024
Q3 | $997K | Buy |
3,275
+478
| +17% | +$146K | 0.46% | 65 |
|
|
2024
Q2 | $713K | Buy |
2,797
+352
| +14% | +$89.7K | 0.34% | 75 |
|
|
2024
Q1 | $689K | Buy |
2,445
+548
| +29% | +$154K | 0.34% | 78 |
|
|
2023
Q4 | $563K | Buy |
+1,897
| New | +$563K | 0.3% | 75 |
|
|
2023
Q1 | – | Sell |
-1,969
| Closed | -$519K | – | 125 |
|
|
2022
Q4 | $519K | Buy |
1,969
+234
| +13% | +$61.7K | 0.43% | 69 |
|
|
2022
Q3 | $401K | Buy |
1,735
+277
| +19% | +$64K | 0.42% | 63 |
|
|
2022
Q2 | $360K | Buy |
1,458
+463
| +47% | +$114K | 0.37% | 75 |
|
|
2022
Q1 | $246K | Buy |
995
+191
| +24% | +$47.2K | 0.16% | 110 |
|
|
2021
Q4 | $216K | Buy |
+804
| New | +$216K | 0.17% | 104 |
|