Kelleher Financial 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 | $1.03M | Buy |
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|
2025
Q2 | $930K | Sell |
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|
2025
Q1 | $1M | Sell |
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|
2024
Q4 | $940K | Buy |
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|
2024
Q3 | $973K | Sell |
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|
2024
Q2 | $826K | Buy |
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|
2024
Q1 | $890K | Buy |
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|
2023
Q4 | $610K | Sell |
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|
2023
Q3 | $674K | Sell |
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|
2023
Q2 | $823K | Hold |
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|
2023
Q1 | $771K | Hold |
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|
2022
Q4 | $727K | Hold |
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|
2022
Q3 | $636K | Sell |
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|
2022
Q2 | $705K | Hold |
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|
2022
Q1 | $706K | Hold |
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|
2021
Q4 | $766K | Hold |
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|
2021
Q3 | $689K | Buy |
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|
2021
Q2 | $623K | Buy |
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|
2021
Q1 | $601K | Hold |
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|
2020
Q4 | $576K | Sell |
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|
2020
Q3 | $633K | Hold |
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|
2020
Q2 | $531K | Buy |
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|
2020
Q1 | $443K | Sell |
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|
2019
Q4 | $535K | Sell |
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|
2019
Q3 | $603K | Buy |
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|
2019
Q2 | $562K | Buy |
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|
2018
Q4 | $482K | Hold |
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|
2018
Q3 | $454K | Buy |
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|
2018
Q2 | $394K | Hold |
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|
2018
Q1 | $393K | Sell |
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|
2017
Q4 | $485K | Buy |
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|
2017
Q3 | $269K | Hold |
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|
2017
Q2 | $263K | Hold |
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|
2017
Q1 | $222K | Sell |
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|
2016
Q4 | $294K | Hold |
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|
2016
Q3 | $278K | Hold |
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|
2016
Q2 | $290K | Sell |
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|
2016
Q1 | $366K | Buy |
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|
2015
Q4 | $285K | Sell |
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|
2015
Q3 | $250K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $200K | Buy |
|