Agate Pass Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $296K | Hold |
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|
2025
Q2 | $284K | Hold |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $297K | Sell |
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|
2024
Q3 | $312K | Sell |
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|
2024
Q2 | $281K | Hold |
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|
2024
Q1 | $311K | Hold |
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|
2023
Q4 | $327K | Hold |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $334K | Sell |
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|
2022
Q4 | $325K | Hold |
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|
2022
Q3 | $285K | Hold |
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|
2022
Q2 | $305K | Sell |
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|
2022
Q1 | $349K | Sell |
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|
2021
Q4 | $388K | Buy |
|