Sivia Capital Partners’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 | $589K | Buy |
2,017
+206
| +11% | +$60.2K | 0.18% | 95 |
|
|
2025
Q1 | $566K | Buy |
1,811
+72
| +4% | +$22.5K | 0.26% | 60 |
|
|
2024
Q4 | $504K | Buy |
1,739
+140
| +9% | +$40.6K | 0.25% | 55 |
|
|
2024
Q3 | $487K | Buy |
1,599
+11
| +0.7% | +$3.35K | 0.29% | 59 |
|
|
2024
Q2 | $405K | Sell |
1,588
-521
| -25% | -$133K | 0.27% | 62 |
|
|
2024
Q1 | $595K | Sell |
2,109
-4
| -0.2% | -$1.13K | 0.4% | 40 |
|
|
2023
Q4 | $626K | Buy |
+2,113
| New | +$626K | 0.48% | 34 |
|