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
2026 Q1	$67.8K	Sell	218 -161	-42%	-$51.3K	﹤0.01%	77
2025 Q4	$116K	Buy	379 +3	+0.8%	+$919	﹤0.01%	80
2025 Q3	$114K	Sell	376 -36	-9%	-$11K	﹤0.01%	75
2025 Q2	$120K	Buy	412 +51	+14%	+$15.7K	0.01%	65
2025 Q1	$113K	Sell	361 -74	-17%	-$22.1K	0.01%	70
2024 Q4	$126K	Buy	435 +6	+1%	+$1.79K	0.01%	62
2024 Q3	$131K	Hold	429	–	–	0.01%	58
2024 Q2	$109K	Sell	429 -100	-19%	-$26.5K	0.01%	67
2024 Q1	$149K	Buy	+529	New	+$154K	0.01%	56
2021 Q3	–	Hold	0	–	–	–	62
2021 Q2	–	Hold	0	–	–	–	62
2021 Q1	–	Hold	0	–	–	–	56
2020 Q4	–	Hold	0	–	–	–	59
2020 Q3	–	Hold	0	–	–	–	60
2020 Q2	–	Hold	0	–	–	–	71
2020 Q1	–	Hold	0	–	–	–	80
2019 Q4	–	Hold	0	–	–	–	86