Waterloo Capital’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 | $2.35M | Buy |
8,029
+4,661
| +138% | +$1.36M | 0.19% | 120 |
|
|
2025
Q1 | $1.05M | Buy |
3,368
+1,717
| +104% | +$536K | 0.1% | 176 |
|
|
2024
Q4 | $478K | Sell |
1,651
-266
| -14% | -$77.1K | 0.05% | 235 |
|
|
2024
Q3 | $584K | Buy |
+1,917
| New | +$584K | 0.06% | 214 |
|
|
2024
Q2 | – | Sell |
-1,028
| Closed | -$290K | – | 377 |
|
|
2024
Q1 | $290K | Sell |
1,028
-1,054
| -51% | -$297K | 0.04% | 292 |
|
|
2023
Q4 | $617K | Buy |
+2,082
| New | +$617K | 0.1% | 183 |
|
|
2023
Q2 | – | Sell |
-1,632
| Closed | -$456K | – | 242 |
|
|
2023
Q1 | $456K | Buy |
+1,632
| New | +$456K | 0.14% | 91 |
|
|
2020
Q1 | $827K | Buy |
+4,999
| New | +$827K | 0.59% | 42 |
|