Valley Brook Capital 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 | $1.99M | Buy |
6,815
+60
| +0.9% | +$17.5K | 1.49% | 17 |
|
|
2025
Q1 | $2.11M | Buy |
6,755
+70
| +1% | +$21.9K | 1.66% | 17 |
|
|
2024
Q4 | $1.94M | Sell |
6,685
-55
| -0.8% | -$15.9K | 1.45% | 19 |
|
|
2024
Q3 | $2.05M | Sell |
6,740
-145
| -2% | -$44.2K | 1.47% | 16 |
|
|
2024
Q2 | $1.75M | Buy |
6,885
+110
| +2% | +$28K | 1.37% | 18 |
|
|
2024
Q1 | $1.91M | Buy |
6,775
+90
| +1% | +$25.4K | 1.53% | 16 |
|
|
2023
Q4 | $1.98M | Buy |
6,685
+70
| +1% | +$20.8K | 1.73% | 11 |
|
|
2023
Q3 | $1.74M | Buy |
6,615
+20
| +0.3% | +$5.27K | 1.72% | 11 |
|
|
2023
Q2 | $1.97M | Hold |
6,595
| – | – | 1.82% | 12 |
|
|
2023
Q1 | $1.84M | Hold |
6,595
| – | – | 1.7% | 12 |
|
|
2022
Q4 | $1.74M | Buy |
6,595
+75
| +1% | +$19.8K | 1.67% | 14 |
|
|
2022
Q3 | $1.5M | Hold |
6,520
| – | – | 1.64% | 14 |
|
|
2022
Q2 | $1.61M | Buy |
6,520
+50
| +0.8% | +$12.3K | 1.66% | 14 |
|
|
2022
Q1 | $1.6M | Buy |
6,470
+220
| +4% | +$54.4K | 1.38% | 17 |
|
|
2021
Q4 | $1.68M | Hold |
6,250
| – | – | 1.45% | 16 |
|
|
2021
Q3 | $1.51M | Sell |
6,250
-100
| -2% | -$24.1K | 1.49% | 15 |
|
|
2021
Q2 | $1.47M | Buy |
6,350
+46
| +0.7% | +$10.6K | 1.4% | 17 |
|
|
2021
Q1 | $1.41M | Buy |
6,304
+54
| +0.9% | +$12.1K | 1.28% | 18 |
|
|
2020
Q4 | $1.34M | Buy |
+6,250
| New | +$1.34M | 1.33% | 17 |
|