Monument Group Wealth Advisors’s McDonald's MCD Stock Holding History

Monument Group Wealth Advisors’s Portfolio MCD Stock Details MCD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$235K	Hold
2025 Q3	$234K	Sell
2025 Q2	$295K	Buy
2025 Q1	$293K	Hold
2024 Q4	$272K	Sell
2024 Q3	$301K	Hold
2024 Q2	$252K	Hold
2024 Q1	$279K	Buy