Sage Mountain 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
Q2
$1.4M Buy
2025
Q1
$1.37M Sell
2024
Q4
$1.3M Buy
2024
Q3
$1.18M Buy
2024
Q2
$818K Buy
2024
Q1
$837K Buy
2023
Q4
$779K Buy
2023
Q3
$675K Buy
2023
Q2
$761K Buy
2023
Q1
$621K Buy
2022
Q4
$384K Buy
2022
Q3
$289K Sell
2022
Q2
$343K Buy
2022
Q1
$338K Buy
2021
Q4
$361K Sell
2021
Q3
$349K Buy
2021
Q2
$241K Buy