Cassia Capital Partners’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
$1.19M Buy
2025
Q2
$1M Sell
2025
Q1
$1.09M Buy
2024
Q4
$865K Buy
2024
Q3
$630K Buy
2024
Q2
$514K Sell
2024
Q1
$643K Buy
2023
Q4
$496K Buy
2023
Q3
$415K Buy
2023
Q2
$459K Buy
2023
Q1
$389K Sell
2022
Q4
$374K Buy
2022
Q3
$314K Buy
2022
Q2
$315K Buy
2022
Q1
$315K Buy
2021
Q4
$332K Buy
2021
Q3
Sell
2021
Q2
$205K Buy