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