SAI
Savvy Advisors Inc’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.02M | Buy |
13,745
+1,607
| +13% | +$470K | 0.27% | 62 |
|
2025
Q1 | $3.79M | Buy |
12,138
+1,078
| +10% | +$337K | 0.38% | 50 |
|
2024
Q4 | $3.21M | Buy |
11,060
+7,858
| +245% | +$2.28M | 0.39% | 44 |
|
2024
Q3 | $975K | Buy |
3,202
+1,583
| +98% | +$482K | 0.2% | 106 |
|
2024
Q2 | $413K | Buy |
1,619
+468
| +41% | +$119K | 0.13% | 167 |
|
2024
Q1 | $325K | Buy |
+1,151
| New | +$325K | 0.19% | 152 |
|