Cetera Trust Company’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
8,434
-10
| -0.1% | -$2.92K | 1.47% | 20 |
|
|
2025
Q1 | $2.64M | Buy |
8,444
+85
| +1% | +$26.6K | 1.68% | 16 |
|
|
2024
Q4 | $2.42M | Buy |
8,359
+65
| +0.8% | +$18.8K | 1.57% | 14 |
|
|
2024
Q3 | $2.53M | Sell |
8,294
-235
| -3% | -$71.6K | 1.54% | 17 |
|
|
2024
Q2 | $2.17M | Sell |
8,529
-775
| -8% | -$198K | 1.36% | 22 |
|
|
2024
Q1 | $2.62M | Sell |
9,304
-375
| -4% | -$106K | 1.58% | 19 |
|
|
2023
Q4 | $2.87M | Buy |
+9,679
| New | +$2.87M | 1.79% | 13 |
|