SteelPeak Wealth’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
$7.35M Sell
25,163
-1,790
-7% -$523K 0.28% 79
2025
Q1
$8.42M Buy
26,953
+2,637
+11% +$824K 0.35% 67
2024
Q4
$7.05M Sell
24,316
-1,446
-6% -$419K 0.29% 75
2024
Q3
$7.84M Buy
25,762
+17,836
+225% +$5.43M 0.34% 64
2024
Q2
$2.02M Sell
7,926
-232
-3% -$59.1K 0.09% 155
2024
Q1
$2.3M Buy
8,158
+2,341
+40% +$660K 0.12% 137
2023
Q4
$1.72M Sell
5,817
-165
-3% -$48.9K 0.1% 161
2023
Q3
$1.58M Sell
5,982
-25,873
-81% -$6.82M 0.1% 149
2023
Q2
$9.51M Buy
31,855
+26,657
+513% +$7.95M 0.56% 48
2023
Q1
$1.45M Buy
5,198
+311
+6% +$87K 0.1% 137
2022
Q4
$1.29M Sell
4,887
-6,187
-56% -$1.63M 0.09% 155
2022
Q3
$2.56M Buy
11,074
+6,006
+119% +$1.39M 0.19% 94
2022
Q2
$1.25M Sell
5,068
-1,368
-21% -$338K 0.09% 151
2022
Q1
$1.59M Sell
6,436
-14,872
-70% -$3.68M 0.09% 131
2021
Q4
$5.71M Buy
21,308
+15,702
+280% +$4.21M 0.32% 66
2021
Q3
$1.35M Buy
5,606
+919
+20% +$222K 0.09% 131
2021
Q2
$1.08M Buy
4,687
+956
+26% +$221K 0.08% 169
2021
Q1
$836K Sell
3,731
-13,865
-79% -$3.11M 0.07% 171
2020
Q4
$3.78M Buy
17,596
+11,866
+207% +$2.55M 0.34% 65
2020
Q3
$1.26M Sell
5,730
-2,711
-32% -$595K 0.14% 112
2020
Q2
$1.56M Sell
8,441
-15,315
-64% -$2.82M 0.2% 90
2020
Q1
$3.93M Buy
23,756
+5,491
+30% +$908K 0.62% 48
2019
Q4
$3.61M Buy
+18,265
New +$3.61M 0.5% 54