W.H. Cornerstone Investments’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 | $417K | Buy |
1,427
+250
| +21% | +$73.1K | 0.26% | 77 |
|
|
2025
Q1 | $368K | Buy |
+1,177
| New | +$368K | 0.25% | 85 |
|
|
2024
Q3 | – | Sell |
-996
| Closed | -$254K | – | 127 |
|
|
2024
Q2 | $254K | Sell |
996
-215
| -18% | -$54.8K | 0.18% | 107 |
|
|
2024
Q1 | $342K | Sell |
1,211
-301
| -20% | -$85K | 0.25% | 95 |
|
|
2023
Q4 | $448K | Buy |
1,512
+47
| +3% | +$13.9K | 0.36% | 78 |
|
|
2023
Q3 | $386K | Buy |
1,465
+414
| +39% | +$109K | 0.34% | 78 |
|
|
2023
Q2 | $314K | Buy |
1,051
+66
| +7% | +$19.7K | 0.28% | 89 |
|
|
2023
Q1 | $276K | Buy |
985
+5
| +0.5% | +$1.4K | 0.25% | 94 |
|
|
2022
Q4 | $263K | Sell |
980
-23
| -2% | -$6.18K | 0.25% | 101 |
|
|
2022
Q3 | $238K | Buy |
+1,003
| New | +$238K | 0.25% | 96 |
|