Root Financial Partners’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	$441K	Buy	1,510 +709	+89%	+$207K	0.04%	141
2025 Q1	$249K	Buy	801 +11	+1%	+$3.42K	0.03%	178
2024 Q4	$229K	Buy	+790	New	+$229K	0.03%	186