KWB Wealth’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 | $751K | Sell |
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|
2025
Q2 | $814K | Sell |
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|
2025
Q1 | $798K | Buy |
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|
2024
Q4 | $836K | Sell |
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|
2024
Q3 | $744K | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.43M | Hold |
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|
2023
Q3 | $1.44M | Hold |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $660K | Buy |
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|
2022
Q2 | $667K | Buy |
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|
2022
Q1 | $614K | Hold |
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|
2021
Q4 | $614K | Sell |
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|
2021
Q3 | $555K | Buy |
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|
2021
Q2 | $427K | Hold |
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|
2021
Q1 | $427K | Buy |
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|
2020
Q4 | $260K | Buy |
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