Talbot 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 | $9.64M | Buy |
32,996
+6,881
| +26% | +$2.01M | 0.91% | 45 |
|
2025
Q1 | $8.16M | Sell |
26,115
-633
| -2% | -$198K | 1.02% | 42 |
|
2024
Q4 | $7.75M | Buy |
26,748
+521
| +2% | +$151K | 0.92% | 41 |
|
2024
Q3 | $7.99M | Buy |
26,227
+623
| +2% | +$190K | 0.97% | 41 |
|
2024
Q2 | $6.52M | Sell |
25,604
-195
| -0.8% | -$49.7K | 0.84% | 42 |
|
2024
Q1 | $7.27M | Buy |
25,799
+1,078
| +4% | +$304K | 0.97% | 42 |
|
2023
Q4 | $7.33M | Buy |
24,721
+1,397
| +6% | +$414K | 1.1% | 37 |
|
2023
Q3 | $6.14M | Buy |
23,324
+377
| +2% | +$99.3K | 1.07% | 37 |
|
2023
Q2 | $6.85M | Sell |
22,947
-326
| -1% | -$97.3K | 1.16% | 37 |
|
2023
Q1 | $6.51M | Buy |
23,273
+434
| +2% | +$121K | 1.21% | 33 |
|
2022
Q4 | $6.02M | Buy |
+22,839
| New | +$6.02M | 1.24% | 35 |
|