Stolper & Co’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
$2.05M Sell
7,016
-16
-0.2% -$4.68K 0.67% 47
2025
Q1
$2.2M Buy
7,032
+44
+0.6% +$13.7K 0.72% 43
2024
Q4
$2.03M Buy
6,988
+76
+1% +$22K 0.67% 43
2024
Q3
$2.11M Sell
6,912
-84
-1% -$25.6K 0.69% 43
2024
Q2
$1.78M Buy
6,996
+216
+3% +$55.1K 0.63% 48
2024
Q1
$1.91M Buy
6,780
+72
+1% +$20.3K 0.69% 46
2023
Q4
$1.99M Sell
6,708
-81
-1% -$24K 0.8% 33
2023
Q3
$1.79M Sell
6,789
-36
-0.5% -$9.48K 0.78% 39
2023
Q2
$2.04M Sell
6,825
-40
-0.6% -$11.9K 0.86% 33
2023
Q1
$1.92M Buy
6,865
+82
+1% +$22.9K 0.82% 35
2022
Q4
$1.79M Sell
6,783
-1,315
-16% -$347K 0.78% 41
2022
Q3
$1.87M Buy
8,098
+481
+6% +$111K 0.92% 40
2022
Q2
$1.88M Buy
7,617
+331
+5% +$81.7K 0.88% 44
2022
Q1
$1.8M Buy
7,286
+249
+4% +$61.6K 0.76% 49
2021
Q4
$1.89M Buy
7,037
+36
+0.5% +$9.65K 0.84% 37
2021
Q3
$1.69M Buy
7,001
+175
+3% +$42.2K 0.81% 40
2021
Q2
$1.58M Buy
6,826
+76
+1% +$17.6K 0.74% 42
2021
Q1
$1.51M Buy
6,750
+32
+0.5% +$7.17K 0.78% 43
2020
Q4
$1.44M Buy
6,718
+128
+2% +$27.5K 0.81% 43
2020
Q3
$1.45M Sell
6,590
-685
-9% -$150K 0.93% 35
2020
Q2
$1.34M Sell
7,275
-514
-7% -$94.8K 0.88% 41
2020
Q1
$1.29M Buy
+7,789
New +$1.29M 0.92% 40