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 |
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|
2025
Q1 | $26.1M | Buy |
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|
2024
Q4 | $20.5M | Sell |
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|
2024
Q3 | $22M | Buy |
|
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|
2024
Q2 | $15.4M | Buy |
|
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|
2024
Q1 | $15.9M | Buy |
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|
2023
Q4 | $16.3M | Buy |
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|
2023
Q3 | $13.4M | Buy |
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|
2023
Q2 | $14.9M | Buy |
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|
2023
Q1 | $13.8M | Buy |
|
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|
2022
Q4 | $12.5M | Buy |
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|
2022
Q3 | $10.3M | Buy |
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|
2022
Q2 | $10.7M | Buy |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $2.35M | Buy |
|