Trifecta Capital Advisors’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 | $110K | Buy |
378
+33
| +10% | +$9.64K | 0.02% | 139 |
|
|
2025
Q1 | $108K | Sell |
345
-77
| -18% | -$24.1K | 0.02% | 104 |
|
|
2024
Q4 | $122K | Hold |
422
| – | – | 0.02% | 100 |
|
|
2024
Q3 | $129K | Hold |
422
| – | – | 0.03% | 96 |
|
|
2024
Q2 | $108K | Buy |
422
+177
| +72% | +$45.1K | 0.02% | 103 |
|
|
2024
Q1 | $69.1K | Hold |
245
| – | – | 0.02% | 127 |
|
|
2023
Q4 | $72.6K | Hold |
245
| – | – | 0.02% | 121 |
|
|
2023
Q3 | $64.5K | Hold |
245
| – | – | 0.02% | 123 |
|
|
2023
Q2 | $73.1K | Buy |
245
+10
| +4% | +$2.98K | 0.02% | 120 |
|
|
2023
Q1 | $65.7K | Hold |
235
| – | – | 0.02% | 129 |
|
|
2022
Q4 | $61.9K | Buy |
+235
| New | +$61.9K | 0.02% | 120 |
|