Spectrum Asset Management (California)’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 | $650K | Buy |
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|
2025
Q2 | $622K | Buy |
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|
2025
Q1 | $663K | Sell |
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|
2024
Q4 | $642K | Buy |
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|
2024
Q3 | $672K | Sell |
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|
2024
Q2 | $630K | Buy |
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|
2024
Q1 | $512K | Hold |
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|
2023
Q4 | $538K | Buy |
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|
2023
Q3 | $478K | Hold |
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|
2023
Q2 | $541K | Buy |
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|
2023
Q1 | $507K | Buy |
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|
2022
Q4 | $406K | Buy |
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|
2022
Q3 | $332K | Hold |
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|
2022
Q2 | $355K | Sell |
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|
2022
Q1 | $361K | Sell |
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|
2021
Q4 | $2.87M | Sell |
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|
2021
Q3 | $2.61M | Sell |
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|
2021
Q2 | $2.51M | Buy |
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|
2021
Q1 | $2.44M | Buy |
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|
2020
Q4 | $2.25M | Sell |
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|
2020
Q3 | $2.36M | Buy |
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|
2020
Q2 | $1.83M | Buy |
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|
2020
Q1 | $942K | Buy |
|