Matrix Asset Advisors’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 | $331K | Buy |
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|
2025
Q2 | $317K | Buy |
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|
2025
Q1 | $337K | Buy |
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|
2024
Q4 | $312K | Buy |
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|
2024
Q3 | $327K | Buy |
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|
2024
Q2 | $273K | Buy |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $336K | Buy |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $214K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $4.09M | Sell |
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|
2016
Q4 | $6.33M | Buy |
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|
2016
Q3 | $5.79M | Buy |
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|
2016
Q2 | $3.7M | Sell |
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|
2016
Q1 | $4.54M | Sell |
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|
2015
Q4 | $14.8M | Sell |
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|
2015
Q3 | $22M | Sell |
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|
2015
Q2 | $21.7M | Sell |
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|
2015
Q1 | $22.6M | Buy |
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|
2014
Q4 | $20.8M | Buy |
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|
2014
Q3 | $20M | Buy |
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|
2014
Q2 | $21M | Sell |
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|
2014
Q1 | $20.9M | Buy |
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|
2013
Q4 | $19.6M | Buy |
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|
2013
Q3 | $11.3M | Buy |
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|
2013
Q2 | $1.73M | Buy |
|