Glass Jacobson 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 | $131K | Sell |
449
-1,398
| -76% | -$408K | 0.05% | 205 |
|
|
2025
Q1 | $536K | Hold |
1,847
| – | – | 0.18% | 134 |
|
|
2024
Q4 | $536K | Buy |
1,847
+21
| +1% | +$6.09K | 0.18% | 134 |
|
|
2024
Q3 | $556K | Hold |
1,826
| – | – | 0.18% | 131 |
|
|
2024
Q2 | $465K | Hold |
1,826
| – | – | 0.17% | 135 |
|
|
2024
Q1 | $515K | Hold |
1,826
| – | – | 0.19% | 125 |
|
|
2023
Q4 | $542K | Sell |
1,826
-20
| -1% | -$5.93K | 0.22% | 119 |
|
|
2023
Q3 | $486K | Sell |
1,846
-100
| -5% | -$26.4K | 0.22% | 121 |
|
|
2023
Q2 | $581K | Buy |
+1,946
| New | +$581K | 0.27% | 109 |
|
|
2022
Q4 | $513K | Buy |
+1,946
| New | +$513K | 0.25% | 116 |
|