Annex Advisory Services’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 | $1.03M | Sell |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $973K | Sell |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $896K | Buy |
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|
2024
Q1 | $816K | Buy |
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|
2023
Q4 | $610K | Sell |
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|
2023
Q3 | $816K | Sell |
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|
2023
Q2 | $942K | Buy |
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|
2023
Q1 | $811K | Buy |
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|
2022
Q4 | $741K | Sell |
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|
2022
Q3 | $682K | Sell |
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|
2022
Q2 | $861K | Buy |
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|
2022
Q1 | $661K | Buy |
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|
2021
Q4 | $688K | Buy |
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|
2021
Q3 | $564K | Buy |
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|
2021
Q2 | $526K | Sell |
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|
2021
Q1 | $514K | Sell |
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|
2020
Q4 | $504K | Buy |
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|
2020
Q3 | $500K | Sell |
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|
2020
Q2 | $434K | Buy |
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|
2020
Q1 | $361K | Buy |
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|
2019
Q4 | $377K | Sell |
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|
2019
Q3 | $431K | Buy |
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|
2019
Q2 | $397K | Buy |
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|
2019
Q1 | $361K | Sell |
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|
2018
Q4 | $344K | Hold |
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|
2018
Q3 | $325K | Buy |
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|
2018
Q2 | $283K | Buy |
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|
2018
Q1 | $275K | Sell |
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|
2017
Q4 | $306K | Sell |
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|
2017
Q3 | $280K | Hold |
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|
2017
Q2 | $274K | Sell |
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|
2017
Q1 | $247K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $206K | Sell |
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|
2015
Q4 | $216K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $350K | Sell |
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|
2014
Q2 | $391K | Sell |
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|
2014
Q1 | $397K | Sell |
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|
2013
Q4 | $521K | Sell |
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|
2013
Q3 | $1.02M | Sell |
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|
2013
Q2 | $1.06M | Buy |
|