Summit Financial’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 | $6.05M | Buy |
20,710
+1,321
| +7% | +$386K | 0.14% | 133 |
|
|
2025
Q1 | $6.06M | Buy |
19,389
+919
| +5% | +$287K | 0.17% | 119 |
|
|
2024
Q4 | $5.35M | Buy |
18,470
+963
| +6% | +$279K | 0.19% | 102 |
|
|
2024
Q3 | $5.33M | Sell |
17,507
-615
| -3% | -$187K | 0.21% | 85 |
|
|
2024
Q2 | $4.62M | Buy |
18,122
+8,546
| +89% | +$2.18M | 0.21% | 81 |
|
|
2024
Q1 | $2.7M | Buy |
9,576
+259
| +3% | +$73K | 0.16% | 83 |
|
|
2023
Q4 | $2.76M | Sell |
9,317
-538
| -5% | -$160K | 0.18% | 76 |
|
|
2023
Q3 | $2.6M | Sell |
9,855
-9
| -0.1% | -$2.37K | 0.19% | 74 |
|
|
2023
Q2 | $2.94M | Buy |
9,864
+2,551
| +35% | +$761K | 0.21% | 66 |
|
|
2023
Q1 | $2.04M | Buy |
7,313
+7
| +0.1% | +$1.96K | 0.18% | 64 |
|
|
2022
Q4 | $1.93M | Buy |
7,306
+452
| +7% | +$119K | 0.18% | 66 |
|
|
2022
Q3 | $1.58M | Buy |
6,854
+1,124
| +20% | +$259K | 0.15% | 73 |
|
|
2022
Q2 | $1.41M | Sell |
5,730
-259
| -4% | -$63.9K | 0.13% | 74 |
|
|
2022
Q1 | $1.48M | Buy |
5,989
+687
| +13% | +$170K | 0.12% | 86 |
|
|
2021
Q4 | $1.42M | Buy |
5,302
+1,202
| +29% | +$322K | 0.11% | 81 |
|
|
2021
Q3 | $989K | Buy |
4,100
+2,054
| +100% | +$495K | 0.08% | 83 |
|
|
2021
Q2 | $473K | Buy |
+2,046
| New | +$473K | 0.05% | 87 |
|