TriaGen Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.44M | Sell |
7,856
-6,496
| -45% | -$2.07M | 0.67% | 34 |
|
|
2025
Q4 | $4.39M | Sell |
14,352
-75
| -0.5% | -$23K | 1.13% | 15 |
|
|
2025
Q3 | $4.38M | Sell |
14,427
-170
| -1% | -$51.7K | 1.14% | 14 |
|
|
2025
Q2 | $4.26M | Buy |
14,597
+153
| +1% | +$47.2K | 1.29% | 16 |
|
|
2025
Q1 | $4.51M | Buy |
14,444
+12,942
| +862% | +$3.87M | 1.59% | 11 |
|
|
2024
Q4 | $435K | Sell |
1,502
-320
| -18% | -$95.4K | 0.15% | 112 |
|
|
2024
Q3 | $555K | Hold |
1,822
| – | – | 0.19% | 103 |
|
|
2024
Q2 | $464K | Hold |
1,822
| – | – | 0.18% | 105 |
|
|
2024
Q1 | $514K | Sell |
1,822
-34
| -2% | -$9.89K | 0.21% | 95 |
|
|
2023
Q4 | $550K | Sell |
1,856
-4,976
| -73% | -$1.35M | 0.26% | 85 |
|
|
2023
Q3 | $1.8M | Sell |
6,832
-36
| -0.5% | -$10.3K | 0.92% | 38 |
|
|
2023
Q2 | $2.05M | Sell |
6,868
-5,014
| -42% | -$1.46M | 0.94% | 27 |
|
|
2023
Q1 | $3.32M | Buy |
11,882
+10,015
| +536% | +$2.68M | 1.67% | 12 |
|
|
2022
Q4 | $492K | Sell |
1,867
-40
| -2% | -$10.6K | 0.27% | 93 |
|
|
2022
Q3 | $440K | Hold |
1,907
| – | – | 0.24% | 97 |
|
|
2022
Q2 | $471K | Buy |
1,907
+10
| +0.5% | +$2.46K | 0.33% | 77 |
|
|
2022
Q1 | $469K | Sell |
1,897
-303
| -14% | -$75.5K | 0.24% | 107 |
|
|
2021
Q4 | $590K | Sell |
2,200
-302
| -12% | -$76.3K | 0.29% | 89 |
|
|
2021
Q3 | $603K | Hold |
2,502
| – | – | 0.33% | 88 |
|
|
2021
Q2 | $607K | Buy |
2,502
+580
| +30% | +$135K | 0.31% | 92 |
|
|
2021
Q1 | $431K | Hold |
1,922
| – | – | 0.25% | 101 |
|
|
2020
Q4 | $412K | Buy |
+1,922
| New | +$418K | 0.24% | 109 |
|
Other funds holding MCD
VCM
VPM
DAM