LWM
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Level Wealth Management’s McDonald's MCD Stock Holding History

Level Wealth Management’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$301K Hold
1,030
– – 0.18% 51
2025
Q1 		$322K Hold
1,030
– – 0.21% 39
2024
Q4 		$299K Buy
+1,030
New +$299K 0.21% 42