SIMA Wealth Partners’s McDonald's MCD Stock Holding History

SIMA Wealth Partners’s Portfolio MCD Stock Details MCD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$334K	Buy
2025 Q4	$283K	Hold
2025 Q3	$281K	Hold
2025 Q2	$270K	Hold
2025 Q1	$289K	Hold
2024 Q4	$268K	Hold
2024 Q3	$282K	Hold
2024 Q2	$236K	Buy