Lokken Investment Group’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 | $779K | Sell |
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|
2025
Q2 | $865K | Buy |
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|
2025
Q1 | $731K | Sell |
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|
2024
Q4 | $714K | Buy |
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|
2024
Q3 | $621K | Buy |
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|
2024
Q2 | $513K | Buy |
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|
2024
Q1 | $563K | Hold |
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|
2023
Q4 | $592K | Buy |
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|
2023
Q3 | $516K | Sell |
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|
2023
Q2 | $601K | Buy |
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|
2023
Q1 | $561K | Buy |
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|
2022
Q4 | $518K | Hold |
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|
2022
Q3 | $454K | Buy |
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|
2022
Q2 | $461K | Hold |
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|
2022
Q1 | $465K | Sell |
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|
2021
Q4 | $512K | Buy |
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|
2021
Q3 | $455K | Hold |
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|
2021
Q2 | $436K | Sell |
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|
2021
Q1 | $429K | Buy |
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|
2020
Q4 | $411K | Buy |
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