LAM
Lummis Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.3K | Hold |
275
| – | – | 0.05% | 71 |
|
|
2025
Q1 | $85.9K | Sell |
275
-7
| -2% | -$2.19K | 0.06% | 71 |
|
|
2024
Q4 | $81.7K | Hold |
282
| – | – | 0.1% | 48 |
|
|
2024
Q3 | $85.9K | Sell |
282
-20
| -7% | -$6.09K | 0.1% | 52 |
|
|
2024
Q2 | $77K | Hold |
302
| – | – | 0.1% | 49 |
|
|
2024
Q1 | $85.1K | Sell |
302
-18
| -6% | -$5.08K | 0.11% | 48 |
|
|
2023
Q4 | $94.9K | Buy |
+320
| New | +$94.9K | 0.07% | 69 |
|