The Family Firm’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 | – | Sell |
-1,220
| Closed | -$381K | – | 155 |
|
|
2025
Q1 | $381K | Buy |
1,220
+85
| +7% | +$26.5K | 0.09% | 141 |
|
|
2024
Q4 | $329K | Buy |
1,135
+4
| +0.4% | +$1.16K | 0.07% | 156 |
|
|
2024
Q3 | $344K | Buy |
1,131
+4
| +0.4% | +$1.22K | 0.08% | 152 |
|
|
2024
Q2 | $287K | Buy |
1,127
+4
| +0.4% | +$1.02K | 0.06% | 160 |
|
|
2024
Q1 | $316K | Buy |
1,123
+5
| +0.4% | +$1.41K | 0.08% | 151 |
|
|
2023
Q4 | $332K | Buy |
1,118
+29
| +3% | +$8.6K | 0.09% | 139 |
|
|
2023
Q3 | $287K | Buy |
1,089
+3
| +0.3% | +$791 | 0.08% | 138 |
|
|
2023
Q2 | $324K | Buy |
1,086
+4
| +0.4% | +$1.19K | 0.09% | 140 |
|
|
2023
Q1 | $303K | Buy |
1,082
+4
| +0.4% | +$1.12K | 0.08% | 141 |
|
|
2022
Q4 | $284K | Buy |
1,078
+4
| +0.4% | +$1.05K | 0.08% | 148 |
|
|
2022
Q3 | $248K | Buy |
1,074
+3
| +0.3% | +$693 | 0.08% | 154 |
|
|
2022
Q2 | $264K | Sell |
1,071
-29
| -3% | -$7.15K | 0.08% | 157 |
|
|
2022
Q1 | $272K | Buy |
1,100
+4
| +0.4% | +$989 | 0.07% | 156 |
|
|
2021
Q4 | $294K | Buy |
1,096
+4
| +0.4% | +$1.07K | 0.08% | 142 |
|
|
2021
Q3 | $262K | Buy |
1,092
+103
| +10% | +$24.7K | 0.07% | 146 |
|
|
2021
Q2 | $228K | Buy |
989
+24
| +2% | +$5.53K | 0.06% | 165 |
|
|
2021
Q1 | $216K | Buy |
965
+4
| +0.4% | +$895 | 0.06% | 165 |
|
|
2020
Q4 | $202K | Buy |
961
+3
| +0.3% | +$631 | 0.06% | 164 |
|
|
2020
Q3 | $210K | Buy |
+958
| New | +$210K | 0.08% | 133 |
|