WealthBridge Capital Management’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 | $898K | Buy |
3,072
+74
| +2% | +$21.6K | 0.23% | 79 |
|
|
2025
Q1 | $936K | Buy |
2,998
+2
| +0.1% | +$625 | 0.26% | 74 |
|
|
2024
Q4 | $869K | Hold |
2,996
| – | – | 0.24% | 75 |
|
|
2024
Q3 | $912K | Buy |
2,996
+13
| +0.4% | +$3.96K | 0.26% | 68 |
|
|
2024
Q2 | $760K | Sell |
2,983
-27
| -0.9% | -$6.88K | 0.25% | 74 |
|
|
2024
Q1 | $849K | Hold |
3,010
| – | – | 0.29% | 64 |
|
|
2023
Q4 | $892K | Buy |
3,010
+23
| +0.8% | +$6.82K | 0.33% | 60 |
|
|
2023
Q3 | $787K | Sell |
2,987
-203
| -6% | -$53.5K | 0.32% | 63 |
|
|
2023
Q2 | $952K | Buy |
3,190
+3
| +0.1% | +$895 | 0.38% | 57 |
|
|
2023
Q1 | $891K | Hold |
3,187
| – | – | 0.36% | 60 |
|
|
2022
Q4 | $840K | Sell |
3,187
-17
| -0.5% | -$4.48K | 0.35% | 62 |
|
|
2022
Q3 | $791K | Hold |
3,204
| – | – | 0.34% | 64 |
|
|
2022
Q2 | $791K | Hold |
3,204
| – | – | 0.34% | 64 |
|
|
2022
Q1 | $792K | Hold |
3,204
| – | – | 0.3% | 76 |
|
|
2021
Q4 | $859K | Hold |
3,204
| – | – | 0.32% | 66 |
|
|
2021
Q3 | $773K | Hold |
3,204
| – | – | 0.29% | 72 |
|
|
2021
Q2 | $740K | Hold |
3,204
| – | – | 0.27% | 83 |
|
|
2021
Q1 | $718K | Hold |
3,204
| – | – | 0.29% | 76 |
|
|
2020
Q4 | $688K | Sell |
3,204
-25
| -0.8% | -$5.37K | 0.3% | 71 |
|
|
2020
Q3 | $709K | Hold |
3,229
| – | – | 0.36% | 60 |
|
|
2020
Q2 | $596K | Sell |
3,229
-19
| -0.6% | -$3.51K | 0.34% | 60 |
|
|
2020
Q1 | $537K | Buy |
3,248
+85
| +3% | +$14.1K | 0.37% | 59 |
|
|
2019
Q4 | $625K | Sell |
3,163
-31
| -1% | -$6.13K | 0.4% | 59 |
|
|
2019
Q3 | $686K | Buy |
3,194
+389
| +14% | +$83.5K | 0.49% | 53 |
|
|
2019
Q2 | $498K | Sell |
2,805
-391
| -12% | -$69.4K | 0.45% | 54 |
|
|
2019
Q1 | $632K | Buy |
3,196
+391
| +14% | +$77.3K | 0.4% | 52 |
|
|
2018
Q4 | $498K | Buy |
+2,805
| New | +$498K | 0.38% | 54 |
|