Kestra Advisory 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 | $51.5M | Buy |
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|
2025
Q2 | $41.6M | Buy |
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|
2025
Q1 | $42.6M | Sell |
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|
2024
Q4 | $42.5M | Buy |
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|
2024
Q3 | $43.8M | Sell |
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|
2024
Q2 | $35.7M | Buy |
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|
2024
Q1 | $36.6M | Buy |
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|
2023
Q4 | $34.5M | Buy |
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|
2023
Q3 | $30.4M | Buy |
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|
2023
Q2 | $32.4M | Buy |
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|
2023
Q1 | $27.8M | Sell |
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|
2022
Q4 | $31.2M | Buy |
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|
2022
Q3 | $24M | Buy |
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|
2022
Q2 | $25.3M | Buy |
|
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|
2022
Q1 | $21.7M | Buy |
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|
2021
Q4 | $23.3M | Sell |
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|
2021
Q3 | $27.9M | Buy |
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|
2021
Q2 | $19.5M | Buy |
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|
2021
Q1 | $18.6M | Sell |
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|
2020
Q4 | $24.9M | Buy |
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|
2020
Q3 | $14.4M | Buy |
|