CIA
Concurrent Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
40,488
+701
| +2% | +$205K | 0.23% | 96 |
|
|
2025
Q1 | $12.4M | Buy |
39,787
+8,959
| +29% | +$2.8M | 0.3% | 70 |
|
|
2024
Q4 | $8.94M | Sell |
30,828
-2,920
| -9% | -$846K | 0.24% | 92 |
|
|
2024
Q3 | $10.3M | Buy |
33,748
+2,517
| +8% | +$766K | 0.3% | 79 |
|
|
2024
Q2 | $7.96M | Buy |
31,231
+1,574
| +5% | +$401K | 0.26% | 87 |
|
|
2024
Q1 | $8.36M | Buy |
29,657
+575
| +2% | +$162K | 0.34% | 67 |
|
|
2023
Q4 | $8.62M | Buy |
+29,082
| New | +$8.62M | 0.41% | 59 |
|