SageView Advisory Group’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
$7.34M Buy
2025
Q2
$5.02M Sell
2025
Q1
$5.26M Buy
2024
Q4
$4.56M Buy
2024
Q3
$4.14M Sell
2024
Q2
$4.36M Buy
2024
Q1
Sell
2023
Q4
$5.61M Buy
2023
Q3
$3.32M Buy
2023
Q2
$3.71M Buy
2023
Q1
$3.43M Buy
2022
Q4
$2.24M Buy