Sunbeam Capital 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
$325K Buy
1,112
+35
+3% +$10.2K 0.25% 63
2025
Q1
$336K Buy
1,077
+5
+0.5% +$1.56K 0.32% 55
2024
Q4
$311K Buy
+1,072
New +$311K 0.29% 58