Core 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 | $889K | Sell |
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|
2025
Q1 | $963K | Sell |
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|
2024
Q4 | $898K | Sell |
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|
2024
Q3 | $820K | Hold |
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|
2024
Q2 | $820K | Sell |
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|
2024
Q1 | $965K | Hold |
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|
2023
Q4 | $1.01M | Hold |
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|
2023
Q3 | $902K | Sell |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $264K | Buy |
|