Unio 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 | $233K | Hold |
796
| – | – | 0.07% | 19 |
|
|
2025
Q1 | $249K | Sell |
796
-458
| -37% | -$143K | 0.1% | 22 |
|
|
2024
Q4 | $364K | Sell |
1,254
-68
| -5% | -$19.7K | 0.13% | 22 |
|
|
2024
Q3 | $403K | Hold |
1,322
| – | – | 0.16% | 26 |
|
|
2024
Q2 | $337K | Sell |
1,322
-35
| -3% | -$8.92K | 0.14% | 26 |
|
|
2024
Q1 | $383K | Sell |
1,357
-100
| -7% | -$28.2K | 0.17% | 30 |
|
|
2023
Q4 | $432K | Buy |
1,457
+100
| +7% | +$29.7K | 0.22% | 30 |
|
|
2023
Q3 | $357K | Hold |
1,357
| – | – | 0.19% | 31 |
|
|
2023
Q2 | $405K | Sell |
1,357
-200
| -13% | -$59.7K | 0.21% | 32 |
|
|
2023
Q1 | $435K | Sell |
1,557
-475
| -23% | -$133K | 0.23% | 31 |
|
|
2022
Q4 | $535K | Sell |
2,032
-100
| -5% | -$26.4K | 0.3% | 29 |
|
|
2022
Q3 | $492K | Sell |
2,132
-100
| -4% | -$23.1K | 0.3% | 31 |
|
|
2022
Q2 | $551K | Hold |
2,232
| – | – | 0.32% | 31 |
|
|
2022
Q1 | $552K | Hold |
2,232
| – | – | 0.24% | 38 |
|
|
2021
Q4 | $598 | Hold |
2,232
| – | – | ﹤0.01% | 39 |
|
|
2021
Q3 | $538K | Hold |
2,232
| – | – | 0.24% | 34 |
|
|
2021
Q2 | $516K | Hold |
2,232
| – | – | 0.23% | 34 |
|
|
2021
Q1 | $500K | Hold |
2,232
| – | – | 0.24% | 35 |
|
|
2020
Q4 | $479K | Hold |
2,232
| – | – | 0.24% | 38 |
|
|
2020
Q3 | $504K | Hold |
2,232
| – | – | 0.27% | 37 |
|
|
2020
Q2 | $412K | Hold |
2,232
| – | – | 0.25% | 38 |
|
|
2020
Q1 | $369K | Hold |
2,232
| – | – | 0.26% | 38 |
|
|
2019
Q4 | $441K | Hold |
2,232
| – | – | 0.26% | 39 |
|
|
2019
Q3 | $479K | Hold |
2,232
| – | – | 0.31% | 33 |
|
|
2019
Q2 | $471K | Sell |
2,232
-1,118
| -33% | -$236K | 0.29% | 36 |
|
|
2019
Q1 | $636K | Sell |
3,350
-75
| -2% | -$14.2K | 0.45% | 32 |
|
|
2018
Q4 | $608K | Buy |
3,425
+150
| +5% | +$26.6K | 0.48% | 32 |
|
|
2018
Q3 | $548K | Sell |
3,275
-150
| -4% | -$25.1K | 0.36% | 37 |
|
|
2018
Q2 | $537K | Buy |
3,425
+500
| +17% | +$78.4K | 0.4% | 36 |
|
|
2018
Q1 | $457K | Sell |
2,925
-50
| -2% | -$7.81K | 0.38% | 43 |
|
|
2017
Q4 | $512K | Buy |
+2,975
| New | +$512K | 0.43% | 46 |
|