HPIA
Hamilton Point Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Hold |
1,719
| – | – | 0.08% | 95 |
|
|
2025
Q1 | $537K | Buy |
1,719
+620
| +56% | +$194K | 0.1% | 88 |
|
|
2024
Q4 | $319K | Sell |
1,099
-190
| -15% | -$55.1K | 0.06% | 103 |
|
|
2024
Q3 | $393K | Hold |
1,289
| – | – | 0.07% | 96 |
|
|
2024
Q2 | $328K | Hold |
1,289
| – | – | 0.06% | 102 |
|
|
2024
Q1 | $363K | Hold |
1,289
| – | – | 0.07% | 98 |
|
|
2023
Q4 | $382K | Hold |
1,289
| – | – | 0.08% | 99 |
|
|
2023
Q3 | $340K | Hold |
1,289
| – | – | 0.08% | 96 |
|
|
2023
Q2 | $385K | Sell |
1,289
-75
| -5% | -$22.4K | 0.09% | 91 |
|
|
2023
Q1 | $381K | Buy |
+1,364
| New | +$381K | 0.09% | 86 |
|