World Equity Group’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
$3.52M Buy
12,046
+5,900
+96% +$1.72M 0.96% 19
2025
Q1
$1.91M Sell
6,146
-5,276
-46% -$1.64M 0.55% 39
2024
Q4
$3.31M Buy
11,422
+5,492
+93% +$1.59M 0.71% 36
2024
Q3
$1.81M Sell
5,930
-216
-4% -$65.8K 0.65% 38
2024
Q2
$1.57M Sell
6,146
-6,078
-50% -$1.55M 0.47% 58
2024
Q1
$3.45M Sell
12,224
-362
-3% -$102K 0.71% 31
2023
Q4
$3.73M Buy
12,586
+1,054
+9% +$313K 0.75% 27
2023
Q3
$3.04M Buy
11,532
+5,796
+101% +$1.53M 0.63% 30
2023
Q2
$1.71M Buy
+5,736
New +$1.71M 0.5% 45
2023
Q1
Sell
-6,351
Closed -$1.67M 559
2022
Q4
$1.67M Buy
6,351
+1,307
+26% +$344K 0.4% 71
2022
Q3
$1.16M Sell
5,044
-8
-0.2% -$1.85K 0.29% 87
2022
Q2
$1.25M Buy
5,052
+2,257
+81% +$557K 0.31% 89
2022
Q1
$691K Buy
+2,795
New +$691K 0.15% 169