SIA
Schear Investment Advisers’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Buy |
2,518
+44
| +2% | +$12.9K | 0.36% | 69 |
|
|
2025
Q1 | $773K | Sell |
2,474
-7
| -0.3% | -$2.19K | 0.45% | 64 |
|
|
2024
Q4 | $719K | Sell |
2,481
-13
| -0.5% | -$3.77K | 0.38% | 65 |
|
|
2024
Q3 | $759K | Buy |
2,494
+52
| +2% | +$15.8K | 0.47% | 66 |
|
|
2024
Q2 | $622K | Sell |
2,442
-57
| -2% | -$14.5K | 0.45% | 65 |
|
|
2024
Q1 | $705K | Buy |
2,499
+268
| +12% | +$75.6K | 0.57% | 61 |
|
|
2023
Q4 | $662K | Sell |
2,231
-6
| -0.3% | -$1.78K | 0.64% | 46 |
|
|
2023
Q3 | $589K | Hold |
2,237
| – | – | 0.64% | 48 |
|
|
2023
Q2 | $668K | Sell |
2,237
-73
| -3% | -$21.8K | 0.71% | 48 |
|
|
2023
Q1 | $646K | Sell |
2,310
-22
| -0.9% | -$6.15K | 0.77% | 48 |
|
|
2022
Q4 | $615K | Buy |
+2,332
| New | +$615K | 0.76% | 50 |
|