Tacita 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 | $552K | Sell |
1,889
-50
| -3% | -$14.6K | 0.35% | 53 |
|
|
2025
Q1 | $606K | Hold |
1,939
| – | – | 0.44% | 46 |
|
|
2024
Q4 | $562K | Sell |
1,939
-55
| -3% | -$15.9K | 0.4% | 49 |
|
|
2024
Q3 | $607K | Hold |
1,994
| – | – | 0.4% | 48 |
|
|
2024
Q2 | $508K | Buy |
1,994
+19
| +1% | +$4.84K | 0.36% | 56 |
|
|
2024
Q1 | $557K | Buy |
1,975
+11
| +0.6% | +$3.1K | 0.39% | 49 |
|
|
2023
Q4 | $582K | Sell |
1,964
-96
| -5% | -$28.5K | 0.43% | 50 |
|
|
2023
Q3 | $543K | Hold |
2,060
| – | – | 0.42% | 50 |
|
|
2023
Q2 | $615K | Hold |
2,060
| – | – | 0.45% | 46 |
|
|
2023
Q1 | $576K | Sell |
2,060
-40
| -2% | -$11.2K | 0.43% | 49 |
|
|
2022
Q4 | $553K | Hold |
2,100
| – | – | 0.41% | 51 |
|
|
2022
Q3 | $485K | Sell |
2,100
-10
| -0.5% | -$2.31K | 0.38% | 49 |
|
|
2022
Q2 | $521K | Sell |
2,110
-50
| -2% | -$12.3K | 0.36% | 49 |
|
|
2022
Q1 | $534K | Hold |
2,160
| – | – | 0.31% | 51 |
|
|
2021
Q4 | $579K | Hold |
2,160
| – | – | 0.33% | 50 |
|
|
2021
Q3 | $521K | Hold |
2,160
| – | – | 0.32% | 53 |
|
|
2021
Q2 | $499K | Sell |
2,160
-35
| -2% | -$8.09K | 0.3% | 58 |
|
|
2021
Q1 | $492K | Hold |
2,195
| – | – | 0.32% | 59 |
|
|
2020
Q4 | $471K | Buy |
+2,195
| New | +$471K | 0.31% | 62 |
|