SC&H Financial 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 | $553K | Sell |
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|
2025
Q1 | $607K | Hold |
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|
2024
Q4 | $563K | Hold |
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|
2024
Q3 | $592K | Sell |
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|
2024
Q2 | $500K | Hold |
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|
2024
Q1 | $554K | Sell |
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|
2023
Q4 | $648K | Hold |
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|
2023
Q3 | $576K | Buy |
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|
2023
Q2 | $652K | Hold |
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|
2023
Q1 | $611K | Buy |
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|
2022
Q4 | $518K | Sell |
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|
2022
Q3 | $462K | Sell |
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|
2022
Q2 | $534K | Sell |
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|
2022
Q1 | $569K | Sell |
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|
2021
Q4 | $626K | Buy |
|