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Lifeworks Advisors’s McDonald's MCD Stock Holding History

Lifeworks Advisors’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 		$532K Sell
1,821
-215
-11% -$62.8K 0.08% 186
2025
Q1 		$636K Buy
2,036
+241
+13% +$75.3K 0.11% 163
2024
Q4 		$520K Buy
+1,795
New +$520K 0.09% 165