Kelly Financial Services’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 | $304K | Sell |
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|
2025
Q2 | $335K | Sell |
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|
2025
Q1 | $360K | Buy |
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|
2024
Q4 | $334K | Sell |
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|
2024
Q3 | $379K | Sell |
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|
2024
Q2 | $329K | Sell |
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|
2024
Q1 | $402K | Buy |
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|
2023
Q4 | $421K | Buy |
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|
2023
Q3 | $373K | Buy |
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|
2023
Q2 | $421K | Buy |
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|
2023
Q1 | $394K | Buy |
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|
2022
Q4 | $370K | Buy |
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|
2022
Q3 | $323K | Buy |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $372K | Buy |
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|
2021
Q3 | $334K | Sell |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $308K | Buy |
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|
2020
Q4 | $294K | Buy |
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|
2020
Q3 | $229K | Buy |
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|
2020
Q2 | $192K | Buy |
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|
2020
Q1 | $172K | Buy |
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|
2019
Q4 | $205K | Buy |
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|
2019
Q3 | $222K | Buy |
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|
2019
Q2 | $215K | Buy |
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|
2019
Q1 | $196K | Buy |
|