Barrett & Company’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 | $214K | Sell |
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|
2025
Q2 | $260K | Buy |
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|
2025
Q1 | $220K | Hold |
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|
2024
Q4 | $204K | Buy |
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|
2024
Q3 | $211K | Buy |
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|
2024
Q2 | $176K | Hold |
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|
2024
Q1 | $195K | Buy |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $189K | Buy |
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|
2023
Q2 | $213K | Buy |
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|
2023
Q1 | $123K | Hold |
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|
2022
Q4 | $116K | Hold |
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|
2022
Q3 | $116K | Buy |
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