X-Square 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 | $294K | Sell |
1,005
-84
| -8% | -$24.6K | 0.11% | 137 |
|
|
2025
Q1 | $340K | Hold |
1,089
| – | – | 0.15% | 128 |
|
|
2024
Q4 | $316K | Sell |
1,089
-61
| -5% | -$17.7K | 0.13% | 135 |
|
|
2024
Q3 | $350K | Buy |
1,150
+1
| +0.1% | +$304 | 0.15% | 123 |
|
|
2024
Q2 | $293K | Hold |
1,149
| – | – | 0.14% | 127 |
|
|
2024
Q1 | $314K | Hold |
1,149
| – | – | 0.15% | 119 |
|
|
2023
Q4 | $341K | Hold |
1,149
| – | – | 0.19% | 125 |
|
|
2023
Q3 | $343K | Hold |
1,149
| – | – | 0.23% | 104 |
|
|
2023
Q2 | $343K | Hold |
1,149
| – | – | 0.23% | 104 |
|
|
2023
Q1 | $321K | Sell |
1,149
-447
| -28% | -$125K | 0.19% | 120 |
|
|
2022
Q4 | $421K | Hold |
1,596
| – | – | 0.24% | 112 |
|
|
2022
Q3 | $368K | Hold |
1,596
| – | – | 0.23% | 109 |
|
|
2022
Q2 | $394K | Sell |
1,596
-5
| -0.3% | -$1.23K | 0.24% | 103 |
|
|
2022
Q1 | $396K | Sell |
1,601
-1,603
| -50% | -$396K | 0.21% | 111 |
|
|
2021
Q4 | $859K | Hold |
3,204
| – | – | 0.43% | 81 |
|
|
2021
Q3 | $773K | Buy |
3,204
+181
| +6% | +$43.7K | 0.4% | 74 |
|
|
2021
Q2 | $698K | Buy |
3,023
+54
| +2% | +$12.5K | 0.33% | 80 |
|
|
2021
Q1 | $665K | Sell |
2,969
-306
| -9% | -$68.5K | 0.31% | 78 |
|
|
2020
Q4 | $703K | Buy |
3,275
+1,051
| +47% | +$226K | 0.38% | 68 |
|
|
2020
Q3 | $488K | Sell |
2,224
-2,748
| -55% | -$603K | 0.35% | 66 |
|
|
2020
Q2 | $917K | Buy |
4,972
+54
| +1% | +$9.96K | 0.65% | 43 |
|
|
2020
Q1 | $813K | Buy |
4,918
+3
| +0.1% | +$496 | 0.81% | 32 |
|
|
2019
Q4 | $971K | Buy |
4,915
+1,899
| +63% | +$375K | 0.57% | 31 |
|
|
2019
Q3 | $648K | Buy |
3,016
+1,888
| +167% | +$406K | 0.41% | 37 |
|
|
2019
Q2 | $234K | Buy |
+1,128
| New | +$234K | 0.15% | 60 |
|