Wolff Financial 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 | $1.45M | Hold |
4,968
| – | – | 0.38% | 30 |
|
|
2025
Q1 | $1.55M | Sell |
4,968
-145
| -3% | -$45.3K | 0.43% | 27 |
|
|
2024
Q4 | $1.48M | Hold |
5,113
| – | – | 0.41% | 28 |
|
|
2024
Q3 | $1.56M | Buy |
+5,113
| New | +$1.56M | 0.42% | 30 |
|
|
2024
Q2 | – | Sell |
-5,133
| Closed | -$1.45M | – | 67 |
|
|
2024
Q1 | $1.45M | Sell |
5,133
-117
| -2% | -$33K | 0.42% | 31 |
|
|
2023
Q4 | $1.56M | Hold |
5,250
| – | – | 0.48% | 26 |
|
|
2023
Q3 | $1.38M | Buy |
+5,250
| New | +$1.38M | 0.47% | 30 |
|
|
2023
Q2 | – | Sell |
-5,250
| Closed | -$1.47M | – | 69 |
|
|
2023
Q1 | $1.47M | Buy |
5,250
+1
| +0% | +$280 | 0.51% | 33 |
|
|
2022
Q4 | $1.38M | Sell |
5,249
-10
| -0.2% | -$2.64K | 0.51% | 35 |
|
|
2022
Q3 | $1.21M | Buy |
5,259
+10
| +0.2% | +$2.31K | 0.55% | 35 |
|
|
2022
Q2 | $1.3M | Hold |
5,249
| – | – | 0.58% | 35 |
|
|
2022
Q1 | $1.3M | Sell |
5,249
-7
| -0.1% | -$1.73K | 0.52% | 38 |
|
|
2021
Q4 | $1.41M | Buy |
+5,256
| New | +$1.41M | 0.53% | 37 |
|
|
2021
Q1 | $1.15M | Hold |
5,133
| – | – | 0.53% | 36 |
|
|
2020
Q4 | $1.1M | Hold |
5,133
| – | – | 0.58% | 33 |
|
|
2020
Q3 | $1.13M | Sell |
5,133
-18
| -0.3% | -$3.95K | 0.67% | 32 |
|
|
2020
Q2 | $950K | Buy |
5,151
+1
| +0% | +$184 | 0.6% | 32 |
|
|
2020
Q1 | $852K | Buy |
5,150
+142
| +3% | +$23.5K | 0.64% | 33 |
|
|
2019
Q4 | $990K | Buy |
5,008
+92
| +2% | +$18.2K | 0.66% | 32 |
|
|
2019
Q3 | $1.06M | Hold |
4,916
| – | – | 0.77% | 26 |
|
|
2019
Q2 | $1.02M | Hold |
4,916
| – | – | 0.79% | 27 |
|
|
2019
Q1 | $934K | Hold |
4,916
| – | – | 0.78% | 25 |
|
|
2018
Q4 | $873K | Buy |
+4,916
| New | +$873K | 0.85% | 22 |
|