Rockline Wealth 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 | $5.08M | Buy |
17,377
+120
| +0.7% | +$35.1K | 1.2% | 21 |
|
|
2025
Q1 | $5.39M | Buy |
17,257
+450
| +3% | +$141K | 1.5% | 17 |
|
|
2024
Q4 | $4.87M | Buy |
16,807
+728
| +5% | +$211K | 1.3% | 18 |
|
|
2024
Q3 | $4.9M | Buy |
16,079
+399
| +3% | +$121K | 1.38% | 16 |
|
|
2024
Q2 | $4M | Buy |
15,680
+273
| +2% | +$69.6K | 1.23% | 22 |
|
|
2024
Q1 | $4.34M | Buy |
15,407
+245
| +2% | +$69.1K | 1.52% | 21 |
|
|
2023
Q4 | $4.5M | Buy |
+15,162
| New | +$4.5M | 1.87% | 12 |
|