TFM
TFC Financial Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
994
+157
| +19% | +$45.9K | 0.04% | 104 |
|
|
2025
Q1 | $261K | Sell |
837
-228
| -21% | -$71.2K | 0.04% | 103 |
|
|
2024
Q4 | $309K | Sell |
1,065
-23
| -2% | -$6.67K | 0.05% | 98 |
|
|
2024
Q3 | $331K | Buy |
1,088
+180
| +20% | +$54.8K | 0.05% | 92 |
|
|
2024
Q2 | $231K | Buy |
908
+195
| +27% | +$49.7K | 0.04% | 113 |
|
|
2024
Q1 | $201K | Sell |
713
-412
| -37% | -$116K | 0.04% | 117 |
|
|
2023
Q4 | $334K | Buy |
1,125
+1
| +0.1% | +$297 | 0.07% | 81 |
|
|
2023
Q3 | $296K | Buy |
1,124
+418
| +59% | +$110K | 0.07% | 82 |
|
|
2023
Q2 | $211K | Buy |
706
+8
| +1% | +$2.39K | 0.05% | 101 |
|
|
2023
Q1 | $195K | Sell |
698
-259
| -27% | -$72.4K | 0.05% | 110 |
|
|
2022
Q4 | $252K | Hold |
957
| – | – | 0.07% | 83 |
|
|
2022
Q3 | $221K | Hold |
957
| – | – | 0.07% | 85 |
|
|
2022
Q2 | $236K | Hold |
957
| – | – | 0.07% | 86 |
|
|
2022
Q1 | $237K | Hold |
957
| – | – | 0.07% | 85 |
|
|
2021
Q4 | $257K | Sell |
957
-665
| -41% | -$179K | 0.08% | 87 |
|
|
2021
Q3 | $391K | Hold |
1,622
| – | – | 0.13% | 64 |
|
|
2021
Q2 | $375K | Hold |
1,622
| – | – | 0.13% | 66 |
|
|
2021
Q1 | $364K | Hold |
1,622
| – | – | 0.14% | 66 |
|
|
2020
Q4 | $348K | Hold |
1,622
| – | – | 0.15% | 66 |
|
|
2020
Q3 | $356K | Buy |
+1,622
| New | +$356K | 0.18% | 55 |
|