Wedmont Private 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 | $2.18M | Buy |
7,451
+221
| +3% | +$64.8K | 0.09% | 133 |
|
2025
Q1 | $2.24M | Buy |
7,230
+1,105
| +18% | +$342K | 0.11% | 101 |
|
2024
Q4 | $1.73M | Buy |
6,125
+510
| +9% | +$144K | 0.09% | 134 |
|
2024
Q3 | $1.69M | Buy |
5,615
+442
| +9% | +$133K | 0.1% | 127 |
|
2024
Q2 | $1.31M | Sell |
5,173
-645
| -11% | -$164K | 0.08% | 153 |
|
2024
Q1 | $1.57M | Buy |
5,818
+353
| +6% | +$95.1K | 0.11% | 112 |
|
2023
Q4 | $1.6M | Buy |
5,465
+188
| +4% | +$54.9K | 0.13% | 100 |
|
2023
Q3 | $1.32M | Buy |
5,277
+6
| +0.1% | +$1.5K | 0.13% | 99 |
|
2023
Q2 | $1.55M | Buy |
5,271
+798
| +18% | +$235K | 0.17% | 85 |
|
2023
Q1 | $1.27M | Buy |
4,473
+534
| +14% | +$152K | 0.17% | 86 |
|
2022
Q4 | $1.06M | Buy |
3,939
+444
| +13% | +$120K | 0.16% | 94 |
|
2022
Q3 | $806K | Buy |
3,495
+928
| +36% | +$214K | 0.16% | 101 |
|
2022
Q2 | $634K | Buy |
2,567
+559
| +28% | +$138K | 0.14% | 117 |
|
2022
Q1 | $496K | Sell |
2,008
-213
| -10% | -$52.6K | 0.11% | 144 |
|
2021
Q4 | $580K | Buy |
+2,221
| New | +$580K | 0.18% | 97 |
|