J.W. Cole 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 | $12.2M | Buy |
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|
2025
Q2 | $11.2M | Buy |
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|
2025
Q1 | $9.04M | Buy |
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|
2024
Q4 | $7.42M | Buy |
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|
2024
Q3 | $7.75M | Buy |
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|
2024
Q2 | $6.01M | Buy |
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|
2024
Q1 | $5.65M | Buy |
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|
2023
Q4 | $5.56M | Buy |
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|
2023
Q3 | $4.36M | Sell |
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|
2023
Q2 | $4.97M | Sell |
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|
2023
Q1 | $4.91M | Buy |
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|
2022
Q4 | $4.45M | Sell |
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|
2022
Q3 | $3.97M | Sell |
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|
2022
Q2 | $4.26M | Buy |
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|
2022
Q1 | $4.19M | Sell |
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|
2021
Q4 | $4.59M | Sell |
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|
2021
Q3 | $4.14M | Buy |
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|
2021
Q2 | $3.36M | Sell |
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|
2021
Q1 | $3.38M | Sell |
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|
2020
Q4 | $3.58M | Sell |
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|
2020
Q3 | $6.2M | Buy |
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|
2020
Q2 | $3.04M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.47M | Buy |
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