Conrad Siegel Investment Advisors’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
$232K Buy
795
+3
+0.4% +$877 0.05% 51
2025
Q1
$247K Buy
792
+8
+1% +$2.5K 0.06% 43
2024
Q4
$227K Buy
+784
New +$227K 0.06% 42
2022
Q2
Sell
-150
Closed -$37K 47
2022
Q1
$37K Buy
+150
New +$37K 0.03% 31