Sonora Investment Management Group’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 | $14.5M | Buy |
49,721
+936
| +2% | +$273K | 1.08% | 29 |
|
|
2025
Q1 | $15.2M | Buy |
48,785
+2,924
| +6% | +$913K | 1.21% | 28 |
|
|
2024
Q4 | $13.3M | Buy |
45,861
+1,011
| +2% | +$293K | 1.02% | 34 |
|
|
2024
Q3 | $13.7M | Buy |
44,850
+2,169
| +5% | +$660K | 1.01% | 34 |
|
|
2024
Q2 | $12M | Hold |
42,681
| – | – | 0.94% | 37 |
|
|
2024
Q1 | $12M | Buy |
42,681
+1,645
| +4% | +$464K | 0.94% | 37 |
|
|
2023
Q4 | $12.2M | Buy |
41,036
+994
| +2% | +$295K | 0.99% | 39 |
|
|
2023
Q3 | $10.5M | Buy |
40,042
+176
| +0.4% | +$46.4K | 0.9% | 41 |
|
|
2023
Q2 | $11.9M | Buy |
39,866
+1,185
| +3% | +$354K | 1% | 36 |
|
|
2023
Q1 | $10.8M | Buy |
38,681
+871
| +2% | +$244K | 0.94% | 35 |
|
|
2022
Q4 | $9.96M | Buy |
37,810
+1,628
| +4% | +$429K | 0.91% | 36 |
|
|
2022
Q3 | $8.93M | Hold |
36,182
| – | – | 1.15% | 29 |
|
|
2022
Q2 | $8.93M | Buy |
36,182
+1,972
| +6% | +$487K | 0.85% | 41 |
|
|
2022
Q1 | $8.46M | Buy |
34,210
+1,546
| +5% | +$382K | 0.96% | 37 |
|
|
2021
Q4 | $8.76M | Buy |
+32,664
| New | +$8.76M | 1.02% | 36 |
|