Royal Harbor 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 | $1.18M | Hold |
4,040
| – | – | 0.43% | 30 |
|
2025
Q1 | $1.26M | Buy |
4,040
+44
| +1% | +$13.7K | 0.49% | 30 |
|
2024
Q4 | $1.16M | Hold |
3,996
| – | – | 0.44% | 27 |
|
2024
Q3 | $1.22M | Hold |
3,996
| – | – | 0.47% | 29 |
|
2024
Q2 | $1.02M | Hold |
3,996
| – | – | 0.42% | 28 |
|
2024
Q1 | $1.13M | Hold |
3,996
| – | – | 0.49% | 28 |
|
2023
Q4 | $1.18M | Sell |
3,996
-3
| -0.1% | -$890 | 0.55% | 27 |
|
2023
Q3 | $1.05M | Sell |
3,999
-481
| -11% | -$127K | 0.55% | 26 |
|
2023
Q2 | $1.34M | Hold |
4,480
| – | – | 0.66% | 32 |
|
2023
Q1 | $1.25M | Hold |
4,480
| – | – | 0.67% | 34 |
|
2022
Q4 | $1.18M | Hold |
4,480
| – | – | 0.73% | 38 |
|
2022
Q3 | $1.03M | Hold |
4,480
| – | – | 0.71% | 40 |
|
2022
Q2 | $1.11M | Hold |
4,480
| – | – | 0.76% | 38 |
|
2022
Q1 | $1.11M | Hold |
4,480
| – | – | 0.71% | 46 |
|
2021
Q4 | $1.2M | Hold |
4,480
| – | – | 0.76% | 44 |
|
2021
Q3 | $1.08M | Hold |
4,480
| – | – | 0.77% | 48 |
|
2021
Q2 | $1.04M | Hold |
4,480
| – | – | 0.69% | 49 |
|
2021
Q1 | $1M | Hold |
4,480
| – | – | 0.77% | 46 |
|
2020
Q4 | $961K | Hold |
4,480
| – | – | 0.8% | 54 |
|
2020
Q3 | $983K | Hold |
4,480
| – | – | 0.92% | 21 |
|
2020
Q2 | $826K | Hold |
4,480
| – | – | 0.82% | 31 |
|
2020
Q1 | $741K | Sell |
4,480
-22
| -0.5% | -$3.64K | 0.86% | 33 |
|
2019
Q4 | $890K | Buy |
+4,502
| New | +$890K | 0.86% | 31 |
|