Pacific Capital Wealth 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
Q3 | $234K | Buy |
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|
2025
Q2 | $223K | Sell |
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|
2025
Q1 | $241K | Hold |
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|
2024
Q4 | $224K | Sell |
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|
2024
Q3 | $237K | Buy |
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|
2024
Q2 | $197K | Hold |
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|
2024
Q1 | $218K | Hold |
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|
2023
Q4 | $229K | Hold |
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|
2023
Q3 | $203K | Hold |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $216K | Hold |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $144K | Buy |
|