Beacon Financial Advisory’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 | $2.35M | Buy |
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|
2025
Q2 | $2.11M | Buy |
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|
2025
Q1 | $2.21M | Sell |
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|
2024
Q4 | $2.08M | Sell |
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|
2024
Q3 | $2.18M | Sell |
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|
2024
Q2 | $1.94M | Buy |
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|
2024
Q1 | $1.56M | Sell |
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|
2023
Q4 | $1.74M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $1.78M | Buy |
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|
2023
Q1 | $1.64M | Sell |
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|
2022
Q4 | $1.58M | Sell |
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|
2022
Q3 | $1.44M | Sell |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $1.65M | Buy |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $597K | Buy |
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|
2021
Q2 | $569K | Hold |
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|
2021
Q1 | $552K | Buy |
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|
2020
Q4 | $522K | Buy |
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|
2020
Q3 | $477K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $350K | Buy |
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