STA
Smith Thornton Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Hold |
1,367
| – | – | 0.23% | 93 |
|
|
2025
Q1 | $427K | Sell |
1,367
-10
| -0.7% | -$3.12K | 0.27% | 81 |
|
|
2024
Q4 | $399K | Sell |
1,377
-313
| -19% | -$90.7K | 0.25% | 90 |
|
|
2024
Q3 | $515K | Hold |
1,690
| – | – | 0.34% | 79 |
|
|
2024
Q2 | $431K | Buy |
+1,690
| New | +$431K | 0.32% | 81 |
|