Southland Equity 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 | $6.07M | Buy |
20,787
+91
| +0.4% | +$26.6K | 1.33% | 19 |
|
|
2025
Q1 | $6.46M | Buy |
20,696
+34
| +0.2% | +$10.6K | 1.51% | 15 |
|
|
2024
Q4 | $5.99M | Buy |
20,662
+2,113
| +11% | +$613K | 1.39% | 16 |
|
|
2024
Q3 | $5.65M | Buy |
18,549
+5,119
| +38% | +$1.56M | 1.37% | 16 |
|
|
2024
Q2 | $3.42M | Buy |
13,430
+5,404
| +67% | +$1.38M | 0.98% | 24 |
|
|
2024
Q1 | $2.26M | Buy |
8,026
+2,514
| +46% | +$709K | 0.64% | 35 |
|
|
2023
Q4 | $1.63M | Buy |
5,512
+309
| +6% | +$91.6K | 0.51% | 37 |
|
|
2023
Q3 | $1.37M | Buy |
5,203
+66
| +1% | +$17.4K | 0.47% | 38 |
|
|
2023
Q2 | $1.53M | Buy |
5,137
+2,527
| +97% | +$754K | 0.52% | 37 |
|
|
2023
Q1 | $730K | Buy |
2,610
+636
| +32% | +$178K | 0.29% | 54 |
|
|
2022
Q4 | $520K | Buy |
1,974
+663
| +51% | +$175K | 0.2% | 73 |
|
|
2022
Q3 | $303K | Buy |
1,311
+20
| +2% | +$4.62K | 0.15% | 103 |
|
|
2022
Q2 | $319K | Buy |
1,291
+89
| +7% | +$22K | 0.15% | 106 |
|
|
2022
Q1 | $297K | Sell |
1,202
-38
| -3% | -$9.4K | 0.12% | 125 |
|
|
2021
Q4 | $332K | Buy |
1,240
+122
| +11% | +$32.7K | 0.14% | 111 |
|
|
2021
Q3 | $270K | Buy |
1,118
+118
| +12% | +$28.5K | 0.12% | 126 |
|
|
2021
Q2 | $231K | Buy |
1,000
+12
| +1% | +$2.77K | 0.11% | 143 |
|
|
2021
Q1 | $221K | Buy |
988
+10
| +1% | +$2.24K | 0.13% | 137 |
|
|
2020
Q4 | $210K | Buy |
+978
| New | +$210K | 0.14% | 121 |
|