Running Point 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
Q2 | $263K | Sell |
900
-15
| -2% | -$4.38K | 0.07% | 109 |
|
|
2025
Q1 | $286K | Buy |
915
+62
| +7% | +$19.4K | 0.09% | 100 |
|
|
2024
Q4 | $247K | Buy |
853
+155
| +22% | +$44.9K | 0.08% | 96 |
|
|
2024
Q3 | $213K | Buy |
+698
| New | +$213K | 0.08% | 91 |
|
|
2024
Q2 | – | Sell |
-740
| Closed | -$209K | – | 144 |
|
|
2024
Q1 | $209K | Buy |
+740
| New | +$209K | 0.09% | 91 |
|