TIA
Trust Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Hold |
1,260
| – | – | 0.22% | 77 |
|
|
2025
Q1 | $394K | Buy |
1,260
+200
| +19% | +$62.5K | 0.25% | 75 |
|
|
2024
Q4 | $307K | Buy |
1,060
+18
| +2% | +$5.22K | 0.2% | 80 |
|
|
2024
Q3 | $317K | Sell |
1,042
-245
| -19% | -$74.6K | 0.2% | 83 |
|
|
2024
Q2 | $328K | Buy |
+1,287
| New | +$328K | 0.21% | 81 |
|
|
2022
Q1 | – | Sell |
-797
| Closed | -$214K | – | 92 |
|
|
2021
Q4 | $214K | Buy |
+797
| New | +$214K | 0.17% | 86 |
|
|
2014
Q2 | – | Sell |
-13,844
| Closed | -$1.36M | – | 101 |
|
|
2014
Q1 | $1.36M | Buy |
13,844
+100
| +0.7% | +$9.8K | 1.36% | 21 |
|
|
2013
Q4 | $1.33M | Buy |
+13,744
| New | +$1.33M | 1.38% | 25 |
|