Summit Trail Advisors’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 | $5.51M | Buy |
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|
2025
Q2 | $4.26M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.93M | Buy |
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|
2024
Q2 | $965K | Sell |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.65M | Buy |
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|
2023
Q1 | $574K | Buy |
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|
2022
Q4 | $355K | Sell |
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|
2022
Q3 | $386K | Buy |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $276K | Sell |
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|
2021
Q3 | $275K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $307K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $532K | Buy |
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|
2017
Q4 | $582K | Buy |
|