Summit Asset 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
Q2 | $428K | Buy |
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|
2025
Q1 | $456K | Buy |
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|
2024
Q4 | $423K | Buy |
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $372K | Buy |
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|
2024
Q1 | $412K | Buy |
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|
2023
Q4 | $433K | Sell |
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|
2023
Q3 | $388K | Buy |
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|
2023
Q2 | $440K | Buy |
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|
2023
Q1 | $412K | Sell |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $397K | Buy |
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|
2022
Q2 | $425K | Sell |
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|
2022
Q1 | $455K | Buy |
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|
2021
Q4 | $493K | Buy |
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|
2021
Q3 | $403K | Sell |
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|
2021
Q2 | $391K | Buy |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q4 | $341K | Sell |
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|
2020
Q3 | $351K | Buy |
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|
2020
Q2 | $293K | Hold |
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|
2020
Q1 | $263K | Buy |
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|
2019
Q4 | $314K | Buy |
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|
2019
Q3 | $341K | Buy |
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|
2019
Q2 | $329K | Hold |
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|
2019
Q1 | $301K | Buy |
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|
2018
Q4 | $281K | Buy |
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|
2018
Q3 | $265K | Hold |
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|
2018
Q2 | $248K | Buy |
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|
2018
Q1 | $231K | Hold |
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|
2017
Q4 | $255K | Hold |
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|
2017
Q3 | $232K | Hold |
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|
2017
Q2 | $227K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $204K | Hold |
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|
2013
Q3 | $203K | Buy |
|