Mowery & Schoenfeld Wealth Management’s McDonald's MCD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-400	Closed	-$125K	–	438
2025 Q1	$125K	Buy	400 +213	+114%	+$66.5K	0.24%	65
2024 Q4	$54.2K	Buy	+187	New	+$54.2K	0.11%	109
2024 Q1	–	Sell	-203	Closed	-$60.3K	–	178
2023 Q4	$60.3K	Buy	+203	New	+$60.3K	0.12%	67