Saxon Interests’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
$415K Hold
1,328
0.19% 116
2025
Q1
$415K Sell
1,328
-1,998
-60% -$624K 0.19% 116
2024
Q4
$964K Buy
3,326
+62
+2% +$18K 0.42% 58
2024
Q3
$994K Sell
3,264
-87
-3% -$26.5K 0.45% 59
2024
Q2
$854K Sell
3,351
-48
-1% -$12.2K 0.41% 64
2024
Q1
$958K Buy
3,399
+218
+7% +$61.5K 0.46% 62
2023
Q4
$943K Buy
+3,181
New +$943K 0.47% 61
2023
Q3
Sell
-2,927
Closed -$873K 143
2023
Q2
$873K Buy
2,927
+64
+2% +$19.1K 0.47% 70
2023
Q1
$801K Buy
2,863
+2,029
+243% +$567K 0.45% 71
2022
Q4
$223K Sell
834
-26
-3% -$6.95K 0.13% 143
2022
Q3
$206K Sell
860
-24
-3% -$5.75K 0.13% 143
2022
Q2
$218K Buy
884
+3
+0.3% +$740 0.13% 135
2022
Q1
$218K Sell
881
-116
-12% -$28.7K 0.12% 135
2021
Q4
$261K Buy
+997
New +$261K 0.15% 105