Voisard Asset Management 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 | $373K | Buy |
1,276
+22
| +2% | +$6.43K | 0.1% | 66 |
|
|
2025
Q1 | $392K | Buy |
1,254
+1
| +0.1% | +$312 | 0.11% | 57 |
|
|
2024
Q4 | $363K | Buy |
1,253
+1
| +0.1% | +$290 | 0.12% | 60 |
|
|
2024
Q3 | $381K | Buy |
1,252
+56
| +5% | +$17.1K | 0.16% | 52 |
|
|
2024
Q2 | $305K | Hold |
1,196
| – | – | 0.15% | 44 |
|
|
2024
Q1 | $337K | Sell |
1,196
-156
| -12% | -$44K | 0.19% | 38 |
|
|
2023
Q4 | $401K | Buy |
+1,352
| New | +$401K | 0.24% | 28 |
|