Center for Financial Planning’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 | $1.6M | Buy |
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|
2025
Q2 | $1.45M | Sell |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $1.59M | Buy |
|
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|
2024
Q2 | $836K | Hold |
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|
2024
Q1 | $925K | Buy |
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|
2023
Q4 | $948K | Hold |
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|
2023
Q3 | $842K | Buy |
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|
2023
Q2 | $940K | Sell |
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|
2023
Q1 | $931K | Sell |
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|
2022
Q4 | $897K | Sell |
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|
2022
Q3 | $818K | Buy |
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|
2022
Q2 | $866K | Sell |
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|
2022
Q1 | $868K | Sell |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $884K | Sell |
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|
2021
Q2 | $922K | Sell |
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|
2021
Q1 | $938K | Buy |
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|
2020
Q4 | $868K | Hold |
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|
2020
Q3 | $888K | Sell |
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|
2020
Q2 | $776K | Sell |
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|
2020
Q1 | $1.05M | Buy |
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|
2019
Q4 | $817K | Buy |
|