US Asset Management LLC’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 | $853K | Hold |
2,919
| – | – | 0.74% | 37 |
|
|
2025
Q1 | $912K | Sell |
2,919
-16
| -0.5% | -$5K | 0.87% | 31 |
|
|
2024
Q4 | $851K | Sell |
2,935
-134
| -4% | -$38.9K | 0.76% | 35 |
|
|
2024
Q3 | $913K | Sell |
3,069
-7
| -0.2% | -$2.08K | 0.81% | 31 |
|
|
2024
Q2 | $784K | Sell |
3,076
-94
| -3% | -$24K | 0.71% | 36 |
|
|
2024
Q1 | $894K | Sell |
3,170
-42
| -1% | -$11.8K | 0.81% | 33 |
|
|
2023
Q4 | $952K | Buy |
+3,212
| New | +$952K | 0.94% | 27 |
|
|
2023
Q2 | $963K | Sell |
3,227
-4
| -0.1% | -$1.19K | 1.02% | 26 |
|
|
2023
Q1 | $903K | Sell |
3,231
-12
| -0.4% | -$3.35K | 0.92% | 27 |
|
|
2022
Q4 | $855K | Buy |
+3,243
| New | +$855K | 0.92% | 26 |
|
|
2022
Q2 | $801K | Hold |
3,243
| – | – | 0.88% | 28 |
|
|
2022
Q1 | $802K | Hold |
3,243
| – | – | 0.74% | 35 |
|
|
2021
Q4 | $869K | Sell |
3,243
-4
| -0.1% | -$1.07K | 0.83% | 33 |
|
|
2021
Q3 | $783K | Buy |
+3,247
| New | +$783K | 0.76% | 36 |
|