Marietta Wealth 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 Q1	–	Sell	-719	Closed	-$208K	–	109
2024 Q4	$208K	Buy	+719	New	+$214K	0.03%	105
2021 Q2	–	Sell	-1,239	Closed	-$278K	–	116
2021 Q1	$278K	Sell	1,239 -7,043	-85%	-$1.51M	0.07%	105
2020 Q4	$1.78M	Sell	8,282 -9,657	-54%	-$2.1M	0.49%	72
2020 Q3	$3.94M	Sell	17,939 -124	-0.7%	-$25.5K	1.23%	29
2020 Q2	$3.33M	Buy	18,063 +464	+3%	+$85.1K	1.14%	37
2020 Q1	$2.91M	Buy	17,599 +1,366	+8%	+$269K	1.13%	35
2019 Q4	$3.21M	Buy	16,233 +701	+5%	+$139K	1.06%	42
2019 Q3	$3.33M	Buy	15,532 +561	+4%	+$120K	1.22%	33
2019 Q2	$3.11M	Buy	14,971 +794	+6%	+$157K	1.21%	34
2019 Q1	$2.69M	Sell	14,177 -61	-0.4%	-$11.1K	1.11%	41
2018 Q4	$2.53M	Buy	14,238 +9,132	+179%	+$1.62M	1.21%	34
2018 Q3	$854K	Sell	5,106 -600	-11%	-$96.2K	0.38%	76
2018 Q2	$894K	Buy	5,706 +27	+0.5%	+$4.38K	0.44%	73
2018 Q1	$888K	Sell	5,679 -126	-2%	-$20.7K	0.47%	68
2017 Q4	$999K	Sell	5,805 -726	-11%	-$122K	0.54%	64
2017 Q3	$1.02M	Sell	6,531 -360	-5%	-$56.4K	0.57%	65
2017 Q2	$1.05M	Sell	6,891 -133	-2%	-$19.2K	0.64%	60
2017 Q1	$910K	Sell	7,024 -481	-6%	-$60.4K	0.6%	62
2016 Q4	$914K	Buy	+7,505	New	+$880K	0.73%	58