Beverly Hills Private Wealth’s McDonald's MCD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.4M	Sell	10,938 -465	-4%	-$148K	0.57%	50
2025 Q4	$3.49M	Sell	11,403 -322	-3%	-$98.6K	0.6%	46
2025 Q3	$3.56M	Sell	11,725 -259	-2%	-$78.8K	0.63%	42
2025 Q2	$3.5M	Sell	11,984 -67	-0.6%	-$20.7K	0.66%	41
2025 Q1	$3.76M	Sell	12,051 -64	-0.5%	-$19.1K	0.75%	32
2024 Q4	$3.51M	Buy	12,115 +1,159	+11%	+$346K	0.71%	32
2024 Q3	$3.34M	Sell	10,956 -488	-4%	-$135K	0.67%	34
2024 Q2	$2.92M	Sell	11,444 -510	-4%	-$135K	0.63%	36
2024 Q1	$3.37M	Buy	11,954 +185	+2%	+$53.8K	0.78%	27
2023 Q4	$3.49M	Sell	11,769 -151	-1%	-$41.1K	0.91%	22
2023 Q3	$3.14M	Sell	11,920 -5,639	-32%	-$1.61M	0.93%	23
2023 Q2	$5.04M	Buy	17,559 +5,595	+47%	+$1.63M	0.83%	32
2023 Q1	$3.35M	Buy	11,964 +3,439	+40%	+$921K	1.04%	21
2022 Q4	$2.25M	Buy	+8,525	New	+$2.25M	0.98%	28