SIG
Spinnaker Investment Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
1,325
-33
| -2% | -$9.64K | 0.09% | 64 |
|
|
2025
Q1 | $424K | Buy |
1,358
+1
| +0.1% | +$312 | 0.1% | 67 |
|
|
2024
Q4 | $393K | Sell |
1,357
-493
| -27% | -$143K | 0.09% | 60 |
|
|
2024
Q3 | $563K | Hold |
1,850
| – | – | 0.14% | 51 |
|
|
2024
Q2 | $471K | Sell |
1,850
-119
| -6% | -$30.3K | 0.13% | 54 |
|
|
2024
Q1 | $555K | Hold |
1,969
| – | – | 0.16% | 50 |
|
|
2023
Q4 | $584K | Buy |
1,969
+5
| +0.3% | +$1.48K | 0.18% | 45 |
|
|
2023
Q3 | $517K | Hold |
1,964
| – | – | 0.17% | 47 |
|
|
2023
Q2 | $586K | Sell |
1,964
-9
| -0.5% | -$2.69K | 0.19% | 45 |
|
|
2023
Q1 | $552K | Hold |
1,973
| – | – | 0.19% | 45 |
|
|
2022
Q4 | $520K | Buy |
1,973
+4
| +0.2% | +$1.05K | 0.18% | 44 |
|
|
2022
Q3 | $455K | Hold |
1,969
| – | – | 0.18% | 48 |
|
|
2022
Q2 | $486K | Sell |
1,969
-188
| -9% | -$46.4K | 0.2% | 42 |
|
|
2022
Q1 | $535K | Sell |
2,157
-103
| -5% | -$25.5K | 0.17% | 47 |
|
|
2021
Q4 | $577K | Buy |
+2,260
| New | +$577K | 0.2% | 44 |
|