Trail Ridge Investment 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 | $382K | Buy |
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|
2025
Q2 | $374K | Buy |
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|
2025
Q1 | $381K | Sell |
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|
2024
Q4 | $421K | Buy |
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|
2024
Q3 | $428K | Buy |
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|
2024
Q2 | $365K | Buy |
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|
2024
Q1 | $381K | Buy |
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|
2023
Q4 | $393K | Sell |
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|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $549K | Buy |
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|
2023
Q1 | $510K | Buy |
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|
2022
Q4 | $326K | Hold |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $521K | Sell |
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|
2021
Q4 | $567K | Buy |
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