LBMC Investment Advisors’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 | $329K | Sell |
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|
2025
Q2 | $526K | Buy |
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|
2025
Q1 | $561K | Buy |
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|
2024
Q4 | $520K | Buy |
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|
2024
Q3 | $545K | Buy |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $428K | Sell |
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|
2023
Q3 | $370K | Buy |
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|
2023
Q2 | $428K | Buy |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | $375K | Buy |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $396K | Sell |
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|
2021
Q3 | $355 | Buy |
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|
2021
Q2 | $351K | Buy |
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|
2021
Q1 | $294K | Buy |
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|
2020
Q4 | $280K | Buy |
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|
2020
Q3 | $285K | Buy |
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|
2020
Q2 | $239K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $439K | Sell |
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|
2016
Q4 | $424K | Buy |
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|
2016
Q3 | $387K | Buy |
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|
2016
Q2 | $402K | Buy |
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|
2016
Q1 | $417K | Buy |
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|
2015
Q4 | $390K | Buy |
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|
2015
Q3 | $324K | Buy |
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|
2015
Q2 | $309K | Buy |
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|
2015
Q1 | $314K | Hold |
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|
2014
Q4 | $302K | Hold |
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|
2014
Q3 | $306K | Hold |
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|
2014
Q2 | $325K | Sell |
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|
2014
Q1 | $333K | Buy |
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|
2013
Q4 | $313K | Hold |
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|
2013
Q3 | $310K | Hold |
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|
2013
Q2 | $319K | Buy |
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