HWA
MCD icon

Heritage Way Advisors’s McDonald's MCD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$2.86M Sell
10,665
-237
-2% -$63.5K 1.07% 35
2021
Q3
$2.63M Sell
10,902
-19
-0.2% -$4.58K 1.09% 39
2021
Q2
$2.52M Sell
10,921
-168
-2% -$38.8K 1.04% 43
2021
Q1
$2.49M Buy
11,089
+30
+0.3% +$6.72K 1.09% 41
2020
Q4
$2.37M Sell
11,059
-221
-2% -$47.4K 1.09% 42
2020
Q3
$2.48M Buy
+11,280
New +$2.48M 1.3% 35