Warner Financial’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 | $356K | Sell |
1,218
-2,175
| -64% | -$636K | 0.15% | 88 |
|
|
2025
Q1 | $1.06M | Hold |
3,393
| – | – | 0.47% | 45 |
|
|
2024
Q4 | $984K | Buy |
3,393
+50
| +1% | +$14.5K | 0.42% | 48 |
|
|
2024
Q3 | $1.02M | Hold |
3,343
| – | – | 0.45% | 46 |
|
|
2024
Q2 | $852K | Hold |
3,343
| – | – | 0.42% | 50 |
|
|
2024
Q1 | $943K | Sell |
3,343
-85
| -2% | -$24K | 0.47% | 47 |
|
|
2023
Q4 | $1.02M | Buy |
3,428
+428
| +14% | +$127K | 0.57% | 44 |
|
|
2023
Q3 | $790K | Hold |
3,000
| – | – | 0.52% | 41 |
|
|
2023
Q2 | $895K | Hold |
3,000
| – | – | 0.58% | 39 |
|
|
2023
Q1 | $839K | Hold |
3,000
| – | – | 0.58% | 40 |
|
|
2022
Q4 | $791K | Hold |
3,000
| – | – | 0.6% | 40 |
|
|
2022
Q3 | $692K | Hold |
3,000
| – | – | 0.56% | 38 |
|
|
2022
Q2 | $741K | Buy |
3,000
+380
| +15% | +$93.9K | 0.68% | 36 |
|
|
2022
Q1 | $742K | Hold |
2,620
| – | – | 0.6% | 38 |
|
|
2021
Q4 | $702K | Buy |
+2,620
| New | +$702K | 0.59% | 37 |
|