Sierra Summit 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 | $1.5M | Sell |
5,132
-273
| -5% | -$79.8K | 0.27% | 59 |
|
|
2025
Q1 | $1.69M | Buy |
5,405
+245
| +5% | +$76.5K | 0.37% | 51 |
|
|
2024
Q4 | $1.5M | Buy |
5,160
+3,128
| +154% | +$907K | 0.3% | 52 |
|
|
2024
Q3 | $619K | Buy |
2,032
+372
| +22% | +$113K | 0.14% | 86 |
|
|
2024
Q2 | $423K | Buy |
1,660
+77
| +5% | +$19.6K | 0.1% | 108 |
|
|
2024
Q1 | $446K | Buy |
1,583
+113
| +8% | +$31.9K | 0.12% | 100 |
|
|
2023
Q4 | $436K | Buy |
+1,470
| New | +$436K | 0.13% | 95 |
|