Stonebrook Private’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 | $3.18M | Buy |
10,855
+655
| +6% | +$192K | 0.74% | 32 |
|
|
2025
Q1 | $3.19M | Buy |
10,200
+31
| +0.3% | +$9.68K | 0.83% | 31 |
|
|
2024
Q4 | $2.95M | Sell |
10,169
-446
| -4% | -$129K | 0.77% | 33 |
|
|
2024
Q3 | $3.23M | Sell |
10,615
-466
| -4% | -$142K | 0.86% | 29 |
|
|
2024
Q2 | $2.82M | Sell |
11,081
-1,113
| -9% | -$284K | 0.81% | 35 |
|
|
2024
Q1 | $3.44M | Sell |
12,194
-50
| -0.4% | -$14.1K | 1% | 30 |
|
|
2023
Q4 | $3.63M | Buy |
+12,244
| New | +$3.63M | 1.21% | 26 |
|