Roberts Capital 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
Q1 | – | Sell |
-3,518
| Closed | -$1.02M | – | 96 |
|
|
2024
Q4 | $1.02M | Hold |
3,518
| – | – | 0.85% | 28 |
|
|
2024
Q3 | $1.07M | Hold |
3,518
| – | – | 0.92% | 24 |
|
|
2024
Q2 | $992K | Hold |
3,518
| – | – | 0.95% | 24 |
|
|
2024
Q1 | $992K | Buy |
+3,518
| New | +$992K | 0.95% | 24 |
|
|
2022
Q3 | $870K | Hold |
3,772
| – | – | 1.26% | 15 |
|
|
2022
Q2 | $931K | Hold |
3,772
| – | – | 1.28% | 17 |
|
|
2022
Q1 | $933K | Hold |
3,772
| – | – | 0.96% | 24 |
|
|
2021
Q4 | $1.01M | Buy |
+3,772
| New | +$1.01M | 0.94% | 28 |
|