Swan Capital’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 | $647K | Buy |
2,215
+1,600
| +260% | +$467K | 0.28% | 25 |
|
|
2025
Q1 | $192K | Hold |
615
| – | – | 0.09% | 37 |
|
|
2024
Q4 | $178K | Hold |
615
| – | – | 0.09% | 37 |
|
|
2024
Q3 | $187K | Hold |
615
| – | – | 0.09% | 37 |
|
|
2024
Q2 | $157K | Buy |
+615
| New | +$157K | 0.09% | 36 |
|
|
2023
Q1 | $221K | Buy |
+790
| New | +$221K | 0.21% | 25 |
|