SHFA
SC&H Financial Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Sell |
1,892
-51
| -3% | -$14.9K | 0.09% | 86 |
|
|
2025
Q1 | $607K | Hold |
1,943
| – | – | 0.12% | 85 |
|
|
2024
Q4 | $563K | Hold |
1,943
| – | – | 0.12% | 88 |
|
|
2024
Q3 | $592K | Sell |
1,943
-20
| -1% | -$6.09K | 0.13% | 86 |
|
|
2024
Q2 | $500K | Hold |
1,963
| – | – | 0.12% | 87 |
|
|
2024
Q1 | $554K | Sell |
1,963
-223
| -10% | -$62.9K | 0.14% | 84 |
|
|
2023
Q4 | $648K | Hold |
2,186
| – | – | 0.19% | 76 |
|
|
2023
Q3 | $576K | Buy |
2,186
+1
| +0% | +$263 | 0.19% | 78 |
|
|
2023
Q2 | $652K | Hold |
2,185
| – | – | 0.22% | 79 |
|
|
2023
Q1 | $611K | Buy |
2,185
+219
| +11% | +$61.2K | 0.22% | 77 |
|
|
2022
Q4 | $518K | Sell |
1,966
-36
| -2% | -$9.49K | 0.21% | 80 |
|
|
2022
Q3 | $462K | Sell |
2,002
-161
| -7% | -$37.2K | 0.23% | 79 |
|
|
2022
Q2 | $534K | Sell |
2,163
-139
| -6% | -$34.3K | 0.25% | 80 |
|
|
2022
Q1 | $569K | Sell |
2,302
-35
| -1% | -$8.65K | 0.27% | 77 |
|
|
2021
Q4 | $626K | Buy |
+2,337
| New | +$626K | 0.35% | 67 |
|