Schrum Private Wealth Management’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 | $763K | Hold |
2,610
| – | – | 0.61% | 44 |
|
|
2025
Q1 | $815K | Hold |
2,610
| – | – | 0.72% | 41 |
|
|
2024
Q4 | $757K | Sell |
2,610
-3,182
| -55% | -$922K | 0.64% | 42 |
|
|
2024
Q3 | $1.76M | Buy |
5,792
+1,996
| +53% | +$608K | 0.91% | 30 |
|
|
2024
Q2 | $967K | Hold |
3,796
| – | – | 0.87% | 32 |
|
|
2024
Q1 | $1.07M | Buy |
3,796
+726
| +24% | +$205K | 0.97% | 28 |
|
|
2023
Q4 | $910K | Sell |
3,070
-743
| -19% | -$220K | 1.29% | 19 |
|
|
2023
Q3 | $1M | Hold |
3,813
| – | – | 1.15% | 25 |
|
|
2023
Q2 | $1.14M | Hold |
3,813
| – | – | 1.23% | 22 |
|
|
2023
Q1 | $1.07M | Hold |
3,813
| – | – | 1.23% | 23 |
|
|
2022
Q4 | $1M | Sell |
3,813
-353
| -8% | -$93K | 1.19% | 25 |
|
|
2022
Q3 | $961K | Sell |
4,166
-1,197
| -22% | -$276K | 1.21% | 22 |
|
|
2022
Q2 | $1.32M | Hold |
5,363
| – | – | 1.5% | 18 |
|
|
2022
Q1 | $1.33M | Buy |
5,363
+200
| +4% | +$49.7K | 1.34% | 20 |
|
|
2021
Q4 | $1.38M | Buy |
+5,163
| New | +$1.38M | 1.26% | 21 |
|