Capital Performance Advisors’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 | $758K | Buy |
|
|||||
|
2025
Q2 | $654K | Buy |
|
|||||
|
2025
Q1 | $690K | Buy |
|
|||||
|
2024
Q4 | $248K | Buy |
|
|||||
|
2024
Q3 | $239K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $235K | Buy |
|
|||||
|
2023
Q4 | $216K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $210K | Sell |
|
|||||
|
2023
Q1 | $228K | Hold |
|
|||||
|
2022
Q4 | $215K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $209K | Buy |
|