PRI
Prepared Retirement Institute’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
930
-383
| -29% | -$112K | 0.16% | 73 |
|
|
2025
Q1 | $410K | Sell |
1,313
-66
| -5% | -$20.6K | 0.26% | 46 |
|
|
2024
Q4 | $400K | Hold |
1,379
| – | – | 0.23% | 45 |
|
|
2024
Q3 | $420K | Sell |
1,379
-27
| -2% | -$8.22K | 0.25% | 41 |
|
|
2024
Q2 | $358K | Sell |
1,406
-46
| -3% | -$11.7K | 0.24% | 46 |
|
|
2024
Q1 | $409K | Sell |
1,452
-1,602
| -52% | -$452K | 0.31% | 38 |
|
|
2023
Q4 | $906K | Buy |
+3,054
| New | +$906K | 0.68% | 22 |
|