Lummis Asset Management’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
Q2
$80.3K Hold
2025
Q1
$85.9K Sell
2024
Q4
$81.7K Hold
2024
Q3
$85.9K Sell
2024
Q2
$77K Hold
2024
Q1
$85.1K Sell
2023
Q4
$94.9K Buy