Stone House Investment Management’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 | $155K | Buy |
529
+149
| +39% | +$43.5K | 0.03% | 84 |
|
|
2025
Q1 | $119K | Buy |
+380
| New | +$119K | 0.02% | 86 |
|
|
2024
Q4 | – | Sell |
-354
| Closed | -$108K | – | 225 |
|
|
2024
Q3 | $108K | Buy |
354
+1
| +0.3% | +$304 | 0.02% | 73 |
|
|
2024
Q2 | $90K | Buy |
353
+40
| +13% | +$10.2K | 0.02% | 83 |
|
|
2024
Q1 | $88.3K | Buy |
313
+241
| +335% | +$68K | 0.02% | 89 |
|
|
2023
Q4 | $21.3K | Buy |
72
+1
| +1% | +$296 | 0.01% | 120 |
|
|
2023
Q3 | $18.8K | Hold |
71
| – | – | 0.01% | 126 |
|
|
2023
Q2 | $21.2K | Hold |
71
| – | – | 0.01% | 115 |
|
|
2023
Q1 | $19.8K | Buy |
+71
| New | +$19.8K | 0.01% | 126 |
|
|
2019
Q2 | – | Sell |
-64
| Closed | -$12K | – | 134 |
|
|
2019
Q1 | $12K | Buy |
+64
| New | +$12K | 0.01% | 146 |
|