Baker Ellis Asset 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
Q2 | $368K | Sell |
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2025
Q1 | $424K | Buy |
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2024
Q4 | $391K | Hold |
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2024
Q3 | $411K | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $110K | Buy |
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2019
Q3 | $120K | Hold |
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2019
Q2 | $116K | Buy |
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2014
Q4 | – | Sell |
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2014
Q3 | $128K | Sell |
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2014
Q2 | $150K | Sell |
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2014
Q1 | $158K | Sell |
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2013
Q4 | $160K | Buy |
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2013
Q3 | $126K | Sell |
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2013
Q2 | $132K | Buy |
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