Klingman & Associates’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 | $1.6M | Sell |
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|
2025
Q2 | $1.59M | Buy |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $719K | Buy |
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|
2024
Q1 | $740K | Buy |
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|
2023
Q4 | $741K | Sell |
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|
2023
Q3 | $660K | Sell |
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|
2023
Q2 | $771K | Buy |
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|
2023
Q1 | $683K | Sell |
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|
2022
Q4 | $645K | Sell |
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|
2022
Q3 | $565K | Buy |
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|
2022
Q2 | $597K | Sell |
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|
2022
Q1 | $635K | Buy |
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|
2021
Q4 | $238K | Hold |
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|
2021
Q3 | $214K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $263K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $88K | Hold |
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|
2016
Q2 | $92K | Hold |
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|
2016
Q1 | $96K | Hold |
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|
2015
Q4 | $90K | Hold |
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|
2015
Q3 | $75K | Hold |
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|
2015
Q2 | $73K | Hold |
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|
2015
Q1 | $75K | Hold |
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|
2014
Q4 | $71K | Buy |
|