SAG
SageView Advisory Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Sell |
16,768
-82
| -0.5% | -$24.5K | 0.19% | 56 |
|
|
2025
Q1 | $5.26M | Buy |
16,850
+1,127
| +7% | +$352K | 0.22% | 50 |
|
|
2024
Q4 | $4.56M | Buy |
15,723
+2,119
| +16% | +$614K | 0.2% | 63 |
|
|
2024
Q3 | $4.14M | Sell |
13,604
-3,504
| -20% | -$1.07M | 0.21% | 64 |
|
|
2024
Q2 | $4.36M | Buy |
+17,108
| New | +$4.36M | 0.2% | 66 |
|
|
2024
Q1 | – | Sell |
-19,032
| Closed | -$5.61M | – | 680 |
|
|
2023
Q4 | $5.61M | Buy |
19,032
+6,447
| +51% | +$1.9M | 0.24% | 58 |
|
|
2023
Q3 | $3.32M | Buy |
12,585
+142
| +1% | +$37.4K | 0.19% | 72 |
|
|
2023
Q2 | $3.71M | Buy |
12,443
+162
| +1% | +$48.3K | 0.21% | 73 |
|
|
2023
Q1 | $3.43M | Buy |
12,281
+3,764
| +44% | +$1.05M | 0.22% | 76 |
|
|
2022
Q4 | $2.24M | Buy |
+8,517
| New | +$2.24M | 0.18% | 90 |
|