Sheets Smith Wealth Management’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
Q3 | $1.04M | Sell |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $901K | Sell |
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|
2022
Q2 | $971K | Sell |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $994K | Buy |
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|
2020
Q4 | $933K | Sell |
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|
2020
Q3 | $988K | Sell |
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|
2020
Q2 | $844K | Sell |
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|
2020
Q1 | $794K | Buy |
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|
2019
Q4 | $744K | Sell |
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|
2019
Q3 | $865K | Sell |
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|
2019
Q2 | $977K | Sell |
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|
2019
Q1 | $919K | Sell |
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|
2018
Q4 | $866K | Buy |
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|
2018
Q3 | $814K | Sell |
|
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|
2018
Q2 | $1.03M | Buy |
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|
2018
Q1 | $1.03M | Buy |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $1.03M | Buy |
|
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|
2017
Q2 | $994K | Buy |
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|
2017
Q1 | $840K | Sell |
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|
2016
Q4 | $792K | Sell |
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|
2016
Q3 | $781K | Buy |
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|
2016
Q2 | $813K | Sell |
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|
2016
Q1 | $873K | Sell |
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|
2015
Q4 | $823K | Buy |
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|
2015
Q3 | $685K | Buy |
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|
2015
Q2 | $659K | Sell |
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|
2015
Q1 | $700K | Buy |
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|
2014
Q4 | $672K | Buy |
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|
2014
Q3 | $654K | Buy |
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|
2014
Q2 | $684K | Buy |
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|
2014
Q1 | $652K | Buy |
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|
2013
Q4 | $631K | Buy |
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|
2013
Q3 | $616K | Sell |
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|
2013
Q2 | $658K | Buy |
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