KJWM
Kiley Juergens Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Sell |
10,734
-272
| -2% | -$79.5K | 0.72% | 32 |
|
|
2025
Q1 | $3.44M | Buy |
11,006
+248
| +2% | +$77.5K | 0.91% | 27 |
|
|
2024
Q4 | $3.12M | Buy |
10,758
+13
| +0.1% | +$3.77K | 0.78% | 27 |
|
|
2024
Q3 | $3.27M | Buy |
10,745
+172
| +2% | +$52.4K | 0.85% | 26 |
|
|
2024
Q2 | $2.69M | Sell |
10,573
-72
| -0.7% | -$18.3K | 0.75% | 31 |
|
|
2024
Q1 | $3M | Sell |
10,645
-98
| -0.9% | -$27.6K | 0.93% | 27 |
|
|
2023
Q4 | $3.19M | Buy |
10,743
+168
| +2% | +$49.8K | 1.07% | 24 |
|
|
2023
Q3 | $2.79M | Sell |
10,575
-31
| -0.3% | -$8.17K | 1.01% | 26 |
|
|
2023
Q2 | $3.16M | Sell |
10,606
-69
| -0.6% | -$20.6K | 1.09% | 22 |
|
|
2023
Q1 | $2.98M | Buy |
+10,675
| New | +$2.98M | 1.12% | 24 |
|
|
2018
Q4 | – | Sell |
-4,286
| Closed | -$717K | – | 402 |
|
|
2018
Q3 | $717K | Buy |
4,286
+206
| +5% | +$34.5K | 0.54% | 38 |
|
|
2018
Q2 | $639K | Buy |
4,080
+1
| +0% | +$157 | 0.57% | 38 |
|
|
2018
Q1 | $637K | Sell |
4,079
-117
| -3% | -$18.3K | 0.69% | 38 |
|
|
2017
Q4 | $722K | Buy |
+4,196
| New | +$722K | 0.65% | 30 |
|