Mount Yale Investment 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
Q2 | $1.55M | Sell |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $1.65M | Buy |
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|
2024
Q3 | $1.61M | Buy |
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|
2024
Q2 | $884K | Buy |
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|
2024
Q1 | $867K | Buy |
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|
2023
Q4 | $636K | Buy |
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|
2023
Q3 | $497K | Sell |
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|
2023
Q2 | $588K | Sell |
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|
2023
Q1 | $581K | Sell |
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|
2022
Q4 | $586K | Sell |
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|
2022
Q3 | $529K | Sell |
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|
2022
Q2 | $707K | Buy |
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|
2022
Q1 | $691K | Buy |
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|
2021
Q4 | $724K | Buy |
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|
2021
Q3 | $629K | Buy |
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|
2021
Q2 | $569K | Sell |
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|
2021
Q1 | $552K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $494K | Sell |
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|
2020
Q1 | $445K | Buy |
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|
2019
Q4 | $440K | Sell |
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|
2019
Q3 | $418K | Buy |
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|
2019
Q2 | $392K | Buy |
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|
2019
Q1 | $307K | Sell |
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|
2018
Q4 | $306K | Sell |
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|
2018
Q3 | $366K | Sell |
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|
2018
Q2 | $332K | Sell |
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|
2018
Q1 | $332K | Buy |
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