SC
Stephens Consulting’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Buy |
499
+42
| +9% | +$12.3K | 0.03% | 117 |
|
|
2025
Q1 | $143K | Sell |
457
-59
| -11% | -$18.4K | 0.04% | 111 |
|
|
2024
Q4 | $150K | Buy |
516
+75
| +17% | +$21.8K | 0.04% | 112 |
|
|
2024
Q3 | $134K | Hold |
441
| – | – | 0.03% | 117 |
|
|
2024
Q2 | $112K | Hold |
441
| – | – | 0.03% | 125 |
|
|
2024
Q1 | $124K | Sell |
441
-2
| -0.5% | -$564 | 0.04% | 112 |
|
|
2023
Q4 | $131K | Hold |
443
| – | – | 0.04% | 104 |
|
|
2023
Q3 | $117K | Sell |
443
-21
| -5% | -$5.53K | 0.05% | 104 |
|
|
2023
Q2 | $138K | Hold |
464
| – | – | 0.05% | 87 |
|
|
2023
Q1 | $130K | Hold |
464
| – | – | 0.08% | 95 |
|
|
2022
Q4 | $122K | Sell |
464
-60
| -11% | -$15.8K | 0.08% | 92 |
|
|
2022
Q3 | $121K | Sell |
524
-183
| -26% | -$42.2K | 0.11% | 90 |
|
|
2022
Q2 | $175K | Buy |
707
+271
| +62% | +$66.9K | 0.14% | 69 |
|
|
2022
Q1 | $108K | Buy |
436
+233
| +115% | +$57.6K | 0.09% | 118 |
|
|
2021
Q4 | $54.5K | Buy |
+203
| New | +$54.5K | 0.05% | 183 |
|