Smartleaf Asset Management’s McDonald's MCD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.78M Sell
9,536
-492
-5% -$143K 0.25% 82
2025
Q1
$3.08M Buy
10,028
+193
+2% +$59.3K 0.3% 66
2024
Q4
$2.85M Buy
9,835
+1,075
+12% +$311K 0.29% 69
2024
Q3
$2.66M Buy
8,760
+1,811
+26% +$550K 0.32% 68
2024
Q2
$1.79M Buy
6,949
+654
+10% +$169K 0.29% 74
2024
Q1
$1.78M Buy
6,295
+2,480
+65% +$699K 0.34% 69
2023
Q4
$1.13M Buy
+3,815
New +$1.13M 0.3% 77