Sonata Capital Group’s McDonald's MCD Stock Holding History

Sonata Capital Group’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$366K	Sell	1,253 -500	-29%	-$146K	0.15%	82
2025 Q1	$548K	Hold	1,753	–	–	0.24%	67
2024 Q4	$508K	Sell	1,753 -134	-7%	-$38.8K	0.21%	72
2024 Q3	$575K	Hold	1,887	–	–	0.24%	65
2024 Q2	$481K	Hold	1,887	–	–	0.25%	53
2024 Q1	$532K	Hold	1,887	–	–	0.24%	68
2023 Q4	$560K	Hold	1,887	–	–	0.28%	63
2023 Q3	$497K	Hold	1,887	–	–	0.27%	67
2023 Q2	$563K	Hold	1,887	–	–	0.29%	62
2023 Q1	$528K	Hold	1,887	–	–	0.29%	66
2022 Q4	$497K	Sell	1,887 -187	-9%	-$49.3K	0.28%	66
2022 Q3	$479K	Hold	2,074	–	–	0.26%	65
2022 Q2	$512K	Hold	2,074	–	–	0.27%	67
2022 Q1	$513K	Hold	2,074	–	–	0.23%	74
2021 Q4	$556K	Hold	2,074	–	–	0.23%	71
2021 Q3	$500K	Hold	2,074	–	–	0.22%	75
2021 Q2	$479K	Hold	2,074	–	–	0.22%	75
2021 Q1	$465K	Sell	2,074 -100	-5%	-$22.4K	0.22%	75
2020 Q4	$466K	Hold	2,174	–	–	0.23%	75
2020 Q3	$477K	Sell	2,174 -34	-2%	-$7.46K	0.28%	72
2020 Q2	$407K	Hold	2,208	–	–	0.26%	76
2020 Q1	$365K	Sell	2,208 -157	-7%	-$26K	0.27%	75
2019 Q4	$467K	Hold	2,365	–	–	0.28%	70
2019 Q3	$508K	Buy	2,365 +100	+4%	+$21.5K	0.34%	69
2019 Q2	$470K	Sell	2,265 -300	-12%	-$62.3K	0.33%	69
2019 Q1	$487K	Hold	2,565	–	–	0.36%	60
2018 Q4	$455K	Hold	2,565	–	–	0.37%	61
2018 Q3	$429K	Buy	2,565 +63	+3%	+$10.5K	0.29%	69
2018 Q2	$392K	Hold	2,502	–	–	0.28%	73
2018 Q1	$391K	Hold	2,502	–	–	0.29%	77
2017 Q4	$431K	Hold	2,502	–	–	0.31%	74
2017 Q3	$392K	Hold	2,502	–	–	0.29%	78
2017 Q2	$383K	Hold	2,502	–	–	0.29%	76
2017 Q1	$324K	Hold	2,502	–	–	0.24%	83
2016 Q4	$305K	Hold	2,502	–	–	0.24%	83
2016 Q3	$289K	Sell	2,502 -550	-18%	-$63.5K	0.24%	83
2016 Q2	$367K	Hold	3,052	–	–	0.31%	73
2016 Q1	$384K	Sell	3,052 -164	-5%	-$20.6K	0.33%	70
2015 Q4	$380K	Hold	3,216	–	–	0.33%	73
2015 Q3	$317K	Hold	3,216	–	–	0.29%	75
2015 Q2	$306K	Hold	3,216	–	–	0.26%	80
2015 Q1	$313K	Buy	3,216 +200	+7%	+$19.5K	0.27%	76
2014 Q4	$283K	Buy	+3,016	New	+$283K	0.26%	78