Allied Investment Advisors’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
Q2 | $389K | Buy |
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|
2025
Q1 | $399K | Hold |
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|
2024
Q4 | $370K | Buy |
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|
2024
Q3 | $327K | Hold |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $303K | Hold |
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|
2023
Q4 | $318K | Hold |
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|
2023
Q3 | $283K | Hold |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $362K | Hold |
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|
2022
Q4 | $341K | Hold |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | $300K | Sell |
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|
2022
Q1 | $365K | Buy |
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|
2021
Q4 | $325K | Hold |
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|
2021
Q3 | $293K | Sell |
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|
2021
Q2 | $281K | Buy |
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|
2021
Q1 | $269K | Sell |
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|
2020
Q4 | $266K | Hold |
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|
2020
Q3 | $272K | Hold |
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|
2020
Q2 | $229K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $233K | Hold |
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|
2019
Q3 | $254K | Hold |
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|
2019
Q2 | $245K | Buy |
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