Stonegate Investment Group’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 | $11.6M | Buy |
39,641
+579
| +1% | +$169K | 0.29% | 47 |
|
|
2025
Q1 | $12.2M | Buy |
39,062
+320
| +0.8% | +$100K | 0.33% | 46 |
|
|
2024
Q4 | $11.2M | Buy |
38,742
+587
| +2% | +$170K | 0.3% | 48 |
|
|
2024
Q3 | $11.6M | Buy |
38,155
+637
| +2% | +$194K | 0.31% | 47 |
|
|
2024
Q2 | $9.56M | Sell |
37,518
-731
| -2% | -$186K | 0.28% | 48 |
|
|
2024
Q1 | $10.8M | Sell |
38,249
-12
| -0% | -$3.38K | 0.34% | 46 |
|
|
2023
Q4 | $11.3M | Sell |
38,261
-907
| -2% | -$269K | 0.38% | 43 |
|
|
2023
Q3 | $10.3M | Sell |
39,168
-79
| -0.2% | -$20.8K | 0.37% | 39 |
|
|
2023
Q2 | $11.7M | Sell |
39,247
-93
| -0.2% | -$27.8K | 0.42% | 41 |
|
|
2023
Q1 | $11M | Sell |
39,340
-4,726
| -11% | -$1.32M | 0.41% | 40 |
|
|
2022
Q4 | $11.6M | Sell |
44,066
-976
| -2% | -$257K | 0.5% | 37 |
|
|
2022
Q3 | $10.4M | Buy |
45,042
+2
| +0% | +$461 | 0.48% | 39 |
|
|
2022
Q2 | $11.1M | Buy |
45,040
+3,493
| +8% | +$862K | 0.49% | 41 |
|
|
2022
Q1 | $10.3M | Sell |
41,547
-328
| -0.8% | -$81.1K | 0.34% | 44 |
|
|
2021
Q4 | $11.2M | Buy |
+41,875
| New | +$11.2M | 0.47% | 43 |
|