Jupiter Wealth Management’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
Q2 | $610K | Hold |
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|
2025
Q1 | $642K | Hold |
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|
2024
Q4 | $580K | Hold |
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|
2024
Q3 | $609K | Hold |
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|
2024
Q2 | $531K | Hold |
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|
2024
Q1 | $537K | Hold |
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|
2023
Q4 | $593K | Hold |
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|
2023
Q3 | $536K | Hold |
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|
2023
Q2 | $597K | Hold |
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|
2023
Q1 | $559K | Hold |
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|
2022
Q4 | $527K | Hold |
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|
2022
Q3 | $461K | Hold |
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|
2022
Q2 | $493K | Hold |
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|
2022
Q1 | $494K | Sell |
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|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $2.78M | Hold |
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|
2021
Q2 | $2.6M | Hold |
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|
2021
Q1 | $2.59M | Buy |
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|
2020
Q4 | $1.72M | Hold |
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|
2020
Q3 | $1.76M | Buy |
|