CBIZ Investment Advisory Services’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 | $114K | Sell |
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|
2025
Q2 | $120K | Buy |
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|
2025
Q1 | $113K | Sell |
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|
2024
Q4 | $126K | Buy |
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|
2024
Q3 | $131K | Hold |
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|
2024
Q2 | $109K | Sell |
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|
2024
Q1 | $149K | Buy |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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