WealthPlan Investment 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 | $1.49M | Buy |
5,084
+1,454
| +40% | +$425K | 0.11% | 152 |
|
|
2025
Q1 | $1.13M | Buy |
3,630
+32
| +0.9% | +$10K | 0.11% | 127 |
|
|
2024
Q4 | $1.04M | Sell |
3,598
-5
| -0.1% | -$1.45K | 0.1% | 127 |
|
|
2024
Q3 | $1.1M | Buy |
3,603
+1,271
| +55% | +$387K | 0.11% | 124 |
|
|
2024
Q2 | $594K | Sell |
2,332
-102
| -4% | -$26K | 0.09% | 114 |
|
|
2024
Q1 | $686K | Buy |
2,434
+13
| +0.5% | +$3.67K | 0.1% | 108 |
|
|
2023
Q4 | $718K | Sell |
2,421
-821
| -25% | -$243K | 0.12% | 109 |
|
|
2023
Q3 | $854K | Buy |
3,242
+1,517
| +88% | +$400K | 0.15% | 97 |
|
|
2023
Q2 | $515K | Sell |
1,725
-1,570
| -48% | -$469K | 0.15% | 91 |
|
|
2023
Q1 | $921K | Sell |
3,295
-4,862
| -60% | -$1.36M | 0.16% | 90 |
|
|
2022
Q4 | $2.17M | Sell |
8,157
-203
| -2% | -$54K | 0.15% | 115 |
|
|
2022
Q3 | $2.26M | Buy |
+8,360
| New | +$2.26M | 0.17% | 103 |
|
|
2022
Q1 | $2.88M | Buy |
+11,556
| New | +$2.88M | 0.2% | 102 |
|