Summit Financial’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
$6.05M Buy
2025
Q1
$6.06M Buy
2024
Q4
$5.35M Buy
2024
Q3
$5.33M Sell
2024
Q2
$4.62M Buy
2024
Q1
$2.7M Buy
2023
Q4
$2.76M Sell
2023
Q3
$2.6M Sell
2023
Q2
$2.94M Buy
2023
Q1
$2.04M Buy
2022
Q4
$1.93M Buy
2022
Q3
$1.58M Buy
2022
Q2
$1.41M Sell
2022
Q1
$1.48M Buy
2021
Q4
$1.42M Buy
2021
Q3
$989K Buy
2021
Q2
$473K Buy