HCR Wealth Advisors’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
Q3 | $1.58M | Sell |
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|
2025
Q2 | $1.54M | Sell |
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|
2025
Q1 | $1.68M | Hold |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $1.73M | Buy |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.5M | Buy |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $1.41M | Sell |
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|
2021
Q4 | $1.53M | Sell |
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|
2021
Q3 | $1.46M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.27M | Sell |
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|
2020
Q4 | $1.78M | Buy |
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|
2020
Q3 | $1.8M | Buy |
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|
2020
Q2 | $1.49M | Buy |
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|
2020
Q1 | $1.31M | Buy |
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|
2019
Q4 | $1.51M | Buy |
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|
2019
Q3 | $1.16M | Sell |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $1.22M | Buy |
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|
2018
Q4 | $972K | Buy |
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|
2018
Q3 | $970K | Sell |
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|
2018
Q2 | $1.06M | Sell |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $1.23M | Hold |
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|
2017
Q3 | $1.12M | Sell |
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|
2017
Q2 | $1.11M | Sell |
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|
2017
Q1 | $946K | Sell |
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|
2016
Q4 | $904K | Buy |
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