United Advisor Group’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 | $1.14M | Buy |
3,885
+341
| +10% | +$99.6K | 0.2% | 122 |
|
|
2025
Q1 | $1.11M | Buy |
3,544
+131
| +4% | +$40.9K | 0.23% | 106 |
|
|
2024
Q4 | $989K | Buy |
3,413
+635
| +23% | +$184K | 0.2% | 125 |
|
|
2024
Q3 | $846K | Buy |
2,778
+295
| +12% | +$89.8K | 0.19% | 121 |
|
|
2024
Q2 | $633K | Sell |
2,483
-202
| -8% | -$51.5K | 0.2% | 109 |
|
|
2024
Q1 | $757K | Buy |
2,685
+947
| +54% | +$267K | 0.28% | 92 |
|
|
2023
Q4 | $517K | Buy |
+1,738
| New | +$517K | 0.62% | 30 |
|