Occidental Asset Management’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 | $547K | Sell |
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|
2025
Q1 | $639K | Buy |
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|
2024
Q4 | $449K | Sell |
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|
2024
Q3 | $485K | Buy |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $321K | Buy |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $293K | Buy |
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|
2023
Q2 | $326K | Hold |
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|
2023
Q1 | $306K | Hold |
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|
2022
Q4 | $288K | Hold |
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|
2022
Q3 | $252K | Hold |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $276K | Sell |
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|
2021
Q4 | $307K | Hold |
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|
2021
Q3 | $276K | Hold |
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|
2021
Q2 | $264K | Sell |
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|
2021
Q1 | $276K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $242K | Hold |
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|
2019
Q3 | $263K | Hold |
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|
2019
Q2 | $254K | Buy |
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