TCWA
Turtle Creek Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
37,713
+2,184
| +6% | +$638K | 1.3% | 18 |
|
|
2025
Q1 | $11.1M | Buy |
35,529
+16,902
| +91% | +$5.28M | 1.66% | 12 |
|
|
2024
Q4 | $5.4M | Buy |
18,627
+884
| +5% | +$256K | 1.25% | 24 |
|
|
2024
Q3 | $5.4M | Buy |
17,743
+478
| +3% | +$146K | 1.08% | 30 |
|
|
2024
Q2 | $4.4M | Buy |
17,265
+4,062
| +31% | +$1.04M | 1.02% | 39 |
|
|
2024
Q1 | $3.72M | Buy |
13,203
+2,501
| +23% | +$705K | 0.91% | 44 |
|
|
2023
Q4 | $3.17M | Buy |
+10,702
| New | +$3.17M | 0.93% | 33 |
|