Barnes Pettey Financial 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
Q3 | $280K | Hold |
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|
2025
Q2 | $269K | Hold |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $272K | Hold |
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|
2024
Q3 | $286K | Hold |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $265K | Buy |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $273K | Hold |
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|
2022
Q4 | $257K | Buy |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $283K | Sell |
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|
2022
Q1 | $302K | Hold |
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|
2021
Q4 | $327K | Buy |
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