Cahaba Wealth Management’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 | $880K | Sell |
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|
2025
Q2 | $854K | Sell |
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|
2025
Q1 | $930K | Sell |
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|
2024
Q4 | $892K | Buy |
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|
2024
Q3 | $937K | Sell |
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|
2024
Q2 | $798K | Sell |
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|
2024
Q1 | $903K | Sell |
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|
2023
Q4 | $961K | Sell |
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|
2023
Q3 | $869K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $952K | Sell |
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|
2022
Q3 | $882K | Buy |
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|
2022
Q2 | $916K | Sell |
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|
2022
Q1 | $969K | Buy |
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|
2021
Q4 | $979K | Buy |
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|
2021
Q3 | $869K | Buy |
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|
2021
Q2 | $218K | Sell |
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|
2021
Q1 | $231K | Buy |
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|
2020
Q4 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $231K | Buy |
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|
2019
Q3 | $218K | Buy |
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|
2019
Q2 | $201K | Buy |
|