Slocum, Gordon & Co’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 | $201K | Hold |
688
| – | – | 0.16% | 56 |
|
|
2025
Q1 | $215K | Hold |
688
| – | – | 0.16% | 51 |
|
|
2024
Q4 | $199K | Hold |
688
| – | – | 0.16% | 54 |
|
|
2024
Q3 | $210K | Hold |
688
| – | – | 0.08% | 58 |
|
|
2024
Q2 | $175K | Buy |
688
+42
| +7% | +$10.7K | 0.13% | 58 |
|
|
2024
Q1 | $182K | Sell |
646
-100
| -13% | -$28.2K | 0.14% | 55 |
|
|
2023
Q4 | $221K | Buy |
746
+100
| +15% | +$29.7K | 0.19% | 51 |
|
|
2023
Q3 | $170K | Hold |
646
| – | – | 0.15% | 56 |
|
|
2023
Q2 | $193K | Hold |
646
| – | – | 0.14% | 52 |
|
|
2023
Q1 | $181K | Buy |
646
+502
| +349% | +$140K | 0.15% | 51 |
|
|
2022
Q4 | $37.9K | Buy |
+144
| New | +$37.9K | 0.02% | 86 |
|