Stewardship Advisors’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
$247K Buy
846
+2
+0.2% +$584 0.06% 128
2025
Q1
$264K Buy
844
+18
+2% +$5.62K 0.07% 116
2024
Q4
$239K Buy
826
+40
+5% +$11.6K 0.07% 133
2024
Q3
$239K Buy
+786
New +$239K 0.07% 125