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Enclave Advisors’s McDonald's MCD Stock Holding History

Enclave Advisors’s Portfolio MCD Stock Details MCD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$485K Sell
1,659
-21
-1% -$6.14K 0.08% 79
2025
Q1 		$525K Buy
1,680
+14
+0.8% +$4.37K 0.09% 73
2024
Q4 		$483K Sell
1,666
-62
-4% -$18K 0.08% 81
2024
Q3 		$526K Buy
+1,728
New +$526K 0.09% 75