SIM
Seaview Investment Managers’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $979K | Buy |
3,352
+1,098
| +49% | +$321K | 0.21% | 57 |
|
|
2025
Q1 | $704K | Buy |
+2,254
| New | +$704K | 0.17% | 65 |
|
|
2022
Q3 | – | Sell |
-968
| Closed | -$239K | – | 99 |
|
|
2022
Q2 | $239K | Sell |
968
-29,699
| -97% | -$7.33M | 0.11% | 79 |
|
|
2022
Q1 | $7.58M | Buy |
30,667
+3,067
| +11% | +$758K | 2.53% | 16 |
|
|
2021
Q4 | $7.4M | Buy |
+27,600
| New | +$7.4M | 2.6% | 18 |
|