Woodward Diversified 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 | $800K | Buy |
2,738
+1,148
| +72% | +$335K | 0.4% | 68 |
|
|
2025
Q1 | $497K | Buy |
1,590
+119
| +8% | +$37.2K | 0.35% | 71 |
|
|
2024
Q4 | $426K | Sell |
1,471
-1,112
| -43% | -$322K | 0.31% | 71 |
|
|
2024
Q3 | $786K | Buy |
2,583
+69
| +3% | +$21K | 0.5% | 59 |
|
|
2024
Q2 | $641K | Buy |
2,514
+133
| +6% | +$33.9K | 0.38% | 72 |
|
|
2024
Q1 | $672K | Buy |
2,381
+249
| +12% | +$70.2K | 0.42% | 66 |
|
|
2023
Q4 | $632K | Sell |
2,132
-38
| -2% | -$11.3K | 0.4% | 67 |
|
|
2023
Q3 | $572K | Buy |
2,170
+280
| +15% | +$73.8K | 0.41% | 69 |
|
|
2023
Q2 | $564K | Sell |
1,890
-64
| -3% | -$19.1K | 0.43% | 62 |
|
|
2023
Q1 | $546K | Buy |
1,954
+45
| +2% | +$12.6K | 0.43% | 63 |
|
|
2022
Q4 | $503K | Sell |
1,909
-163
| -8% | -$43K | 0.41% | 65 |
|
|
2022
Q3 | $478K | Sell |
2,072
-113
| -5% | -$26.1K | 0.39% | 62 |
|
|
2022
Q2 | $539K | Buy |
2,185
+117
| +6% | +$28.9K | 0.41% | 62 |
|
|
2022
Q1 | $511K | Buy |
2,068
+195
| +10% | +$48.2K | 0.33% | 80 |
|
|
2021
Q4 | $502K | Buy |
1,873
+58
| +3% | +$15.5K | 0.3% | 85 |
|
|
2021
Q3 | $438K | Buy |
+1,815
| New | +$438K | 0.27% | 97 |
|