Coastal Bridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $934K | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $960K | Buy |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $987K | Sell |
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|
2022
Q4 | $939K | Buy |
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|
2022
Q3 | $814K | Buy |
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|
2022
Q2 | $697K | Buy |
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|
2022
Q1 | $698K | Buy |
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|
2021
Q4 | $757K | Buy |
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|
2021
Q3 | $650K | Hold |
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|
2021
Q2 | $623K | Buy |
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|
2021
Q1 | $597K | Buy |
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|
2020
Q4 | $304K | Sell |
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|
2020
Q3 | $432K | Sell |
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|
2020
Q2 | $373K | Hold |
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|
2020
Q1 | $334K | Buy |
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|
2019
Q4 | $388K | Sell |
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|
2019
Q3 | $430K | Buy |
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|
2019
Q2 | $404K | Sell |
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|
2019
Q1 | $379K | Buy |
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|
2018
Q4 | $345K | Buy |
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|
2018
Q3 | $324K | Buy |
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|
2018
Q2 | $303K | Buy |
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|
2018
Q1 | $302K | Sell |
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|
2017
Q4 | $507K | Sell |
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|
2017
Q3 | $605K | Buy |
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|
2017
Q2 | $591K | Buy |
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|
2017
Q1 | $481K | Buy |
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|
2016
Q4 | $451K | Buy |
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|
2016
Q3 | $375K | Buy |
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|
2016
Q2 | $391K | Hold |
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|
2016
Q1 | $408K | Sell |
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|
2015
Q4 | $385K | Buy |
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