Warren Street Wealth Advisors’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
$266K Buy
909
+49
+6% +$14.3K 0.09% 101
2025
Q1
$269K Buy
+860
New +$269K 0.1% 85
2024
Q2
Sell
-811
Closed -$229K 100
2024
Q1
$229K Buy
811
+57
+8% +$16.1K 0.11% 88
2023
Q4
$224K Buy
+754
New +$224K 0.13% 83