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Oak Wealth Advisors’s McDonald's MCD Stock Holding History

Oak Wealth Advisors’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$853K Hold
2,919
– – 0.55% 27
2025
Q1 		$912K Sell
2,919
-215
-7% -$67.2K 0.67% 20
2024
Q4 		$909K Buy
+3,134
New +$909K 0.7% 21