Carson 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
Q2
$357K Buy
2025
Q1
$382K Sell
2024
Q4
$360K Sell
2024
Q3
$476K Buy
2024
Q2
$399K Buy
2024
Q1
$441K Buy
2023
Q4
$453K Sell
2023
Q3
$411K Buy
2023
Q2
$388K Buy
2023
Q1
$363K Buy
2022
Q4
$342K Buy
2022
Q3
$298K Sell
2022
Q2
$344K Buy
2022
Q1
$311K Buy
2021
Q4
$233K Buy