Trilogy 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 | $558K | Buy |
1,911
+271
| +17% | +$79.2K | 0.03% | 222 |
|
|
2025
Q1 | $512K | Sell |
1,640
-57
| -3% | -$17.8K | 0.03% | 221 |
|
|
2024
Q4 | $492K | Sell |
1,697
-107
| -6% | -$31K | 0.03% | 227 |
|
|
2024
Q3 | $549K | Buy |
1,804
+179
| +11% | +$54.5K | 0.03% | 213 |
|
|
2024
Q2 | $414K | Sell |
1,625
-40
| -2% | -$10.2K | 0.02% | 230 |
|
|
2024
Q1 | $469K | Buy |
1,665
+953
| +134% | +$269K | 0.03% | 205 |
|
|
2023
Q4 | $211K | Buy |
+712
| New | +$211K | 0.01% | 263 |
|
|
2023
Q3 | – | Sell |
-952
| Closed | -$281K | – | 268 |
|
|
2023
Q2 | $281K | Buy |
952
+102
| +12% | +$30.1K | 0.02% | 242 |
|
|
2023
Q1 | $238K | Buy |
850
+16
| +2% | +$4.47K | 0.02% | 234 |
|
|
2022
Q4 | $220K | Buy |
+834
| New | +$220K | 0.02% | 237 |
|
|
2019
Q3 | – | Sell |
-1,066
| Closed | -$227K | – | 119 |
|
|
2019
Q2 | $227K | Buy |
+1,066
| New | +$227K | 0.03% | 107 |
|
|
2018
Q4 | – | Sell |
-114
| Closed | -$19K | – | 394 |
|
|
2018
Q3 | $19K | Hold |
114
| – | – | ﹤0.01% | 272 |
|
|
2018
Q2 | $18K | Hold |
114
| – | – | ﹤0.01% | 261 |
|
|
2018
Q1 | $18K | Buy |
+114
| New | +$18K | ﹤0.01% | 229 |
|