Brandywine Oak 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	$2.25M	Sell	7,249 -106	-1%	-$33.8K	0.19%	63
2025 Q4	$2.25M	Sell	7,355 -62	-0.8%	-$19K	0.19%	62
2025 Q3	$2.25M	Sell	7,417 -131	-2%	-$39.9K	0.2%	61
2025 Q2	$2.21M	Sell	7,548 -101	-1%	-$31.1K	0.2%	61
2025 Q1	$2.39M	Sell	7,649 -511	-6%	-$153K	0.23%	55
2024 Q4	$2.37M	Sell	8,160 -105	-1%	-$31.3K	0.23%	54
2024 Q3	$2.52M	Sell	8,265 -49	-0.6%	-$13.5K	0.24%	57
2024 Q2	$2.12M	Sell	8,314 -357	-4%	-$94.7K	0.22%	61
2024 Q1	$2.44M	Sell	8,671 -131	-1%	-$38.1K	0.26%	55
2023 Q4	$2.61M	Sell	8,802 -33	-0.4%	-$8.98K	0.29%	49
2023 Q3	$2.33M	Sell	8,835 -76	-0.9%	-$21.7K	0.28%	53
2023 Q2	$2.66M	Sell	8,911 -258	-3%	-$75K	0.3%	50
2023 Q1	$2.56M	Sell	9,169 -227	-2%	-$60.8K	0.3%	49
2022 Q4	$2.48M	Sell	9,396 -418	-4%	-$110K	0.31%	52
2022 Q3	$2.26M	Sell	9,814 -95	-1%	-$24.3K	0.31%	51
2022 Q2	$2.45M	Hold	9,909	–	–	0.31%	47
2022 Q1	$2.45M	Sell	9,909 -1,524	-13%	-$380K	0.28%	65
2021 Q4	$3.06M	Sell	11,433 -182	-2%	-$46K	0.33%	50
2021 Q3	$2.8M	Sell	11,615 -138	-1%	-$32.9K	0.33%	53
2021 Q2	$2.71M	Buy	11,753 +1,609	+16%	+$374K	0.32%	55
2021 Q1	$2.27M	Buy	10,144 +45	+0.4%	+$9.62K	0.33%	49
2020 Q4	$2.17M	Buy	10,099 +129	+1%	+$28.1K	0.33%	54
2020 Q3	$2.19M	Sell	9,970 -101	-1%	-$20.7K	0.37%	46
2020 Q2	$1.86M	Buy	10,071 +54	+0.5%	+$9.9K	0.33%	50
2020 Q1	$1.66M	Sell	10,017 -560	-5%	-$110K	0.34%	49
2019 Q4	$2.09M	Sell	10,577 -173	-2%	-$34.3K	0.38%	41
2019 Q3	$2.31M	Sell	10,750 -185	-2%	-$39.7K	0.44%	38
2019 Q2	$2.27M	Buy	10,935 +37	+0.3%	+$7.33K	0.45%	40
2019 Q1	$2.07M	Sell	10,898 -45	-0.4%	-$8.17K	0.43%	40
2018 Q4	$1.94M	Buy	+10,943	New	+$1.94M	0.44%	40