Cerro Pacific Wealth Advisors’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	$1.37M	Sell	4,424 -278	-6%	-$88.6K	0.36%	57
2025 Q4	$1.44M	Sell	4,702 -146	-3%	-$44.7K	0.39%	55
2025 Q3	$1.47M	Sell	4,848 -825	-15%	-$251K	0.4%	52
2025 Q2	$1.66M	Sell	5,673 -108	-2%	-$33.3K	0.46%	54
2025 Q1	$1.68M	Sell	5,781 -26	-0.4%	-$7.78K	0.54%	50
2024 Q4	$1.77M	Sell	5,807 -147	-2%	-$43.8K	0.59%	48
2024 Q3	$1.52M	Hold	5,954	–	–	0.57%	50
2024 Q2	$1.52M	Buy	+5,954	New	+$1.58M	0.58%	51
2023 Q1	$1.35M	Buy	4,838 +890	+23%	+$238K	0.75%	37
2022 Q4	$1.04M	Buy	3,948 +160	+4%	+$42.2K	0.55%	50
2022 Q3	$874K	Buy	3,788 +597	+19%	+$153K	0.53%	52
2022 Q2	$788K	Buy	3,191 +626	+24%	+$154K	0.49%	52
2022 Q1	$634K	Buy	2,565 +125	+5%	+$31.1K	0.39%	82
2021 Q4	$654K	Sell	2,440 -206	-8%	-$52K	0.41%	75
2021 Q3	$638K	Sell	2,646 -979	-27%	-$234K	0.46%	73
2021 Q2	$837K	Buy	+3,625	New	+$844K	0.62%	50
2020 Q4	$1.18M	Buy	+5,505	New	+$1.2M	0.7%	42