Congress Wealth Management’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	$24.6M	Buy	84,271 +505	+0.6%	+$156K	0.24%	99
2025 Q1	$26.1M	Buy	83,766 +13,122	+19%	+$3.92M	0.31%	79
2024 Q4	$20.5M	Sell	70,644 -1,478	-2%	-$441K	0.28%	94
2024 Q3	$22M	Buy	72,122 +11,659	+19%	+$3.21M	0.29%	88
2024 Q2	$15.4M	Buy	60,463 +3,910	+7%	+$1.04M	0.25%	118
2024 Q1	$15.9M	Buy	56,553 +1,586	+3%	+$461K	0.28%	99
2023 Q4	$16.3M	Buy	54,967 +4,205	+8%	+$1.14M	0.3%	85
2023 Q3	$13.4M	Buy	50,762 +981	+2%	+$280K	0.28%	94
2023 Q2	$14.9M	Buy	49,781 +471	+1%	+$137K	0.34%	68
2023 Q1	$13.8M	Buy	49,310 +1,815	+4%	+$486K	0.33%	66
2022 Q4	$12.5M	Buy	47,495 +2,774	+6%	+$732K	0.32%	78
2022 Q3	$10.3M	Buy	44,721 +1,230	+3%	+$314K	0.28%	100
2022 Q2	$10.7M	Buy	43,491 +35,853	+469%	+$8.83M	0.27%	97
2022 Q1	$1.89M	Sell	7,638 -1,135	-13%	-$283K	0.04%	298
2021 Q4	$2.35M	Buy	+8,773	New	+$2.22M	0.05%	292