Joel Adams & Associates’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
$261K Sell
893
-40
-4% -$11.7K 0.23% 51
2025
Q1
$291K Buy
933
+243
+35% +$75.9K 0.26% 46
2024
Q4
$200K Buy
+690
New +$200K 0.18% 57