Twelve Points 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	$823K	Sell	2,649 -8	-0.3%	-$2.55K	0.18%	105
2025 Q4	$816K	Sell	2,657 -747	-22%	-$229K	0.18%	105
2025 Q3	$1.03M	Sell	3,404 -257	-7%	-$78.2K	0.26%	98
2025 Q2	$1.07M	Sell	3,661 -8	-0.2%	-$2.47K	0.29%	89
2025 Q1	$1.15M	Buy	3,669 +120	+3%	+$35.9K	0.31%	74
2024 Q4	$1.03M	Buy	3,549 +667	+23%	+$199K	0.3%	82
2024 Q3	$877K	Buy	2,882 +174	+6%	+$48K	0.28%	88
2024 Q2	$690K	Buy	2,708 +166	+7%	+$44K	0.24%	94
2024 Q1	$717K	Sell	2,542 -3	-0.1%	-$872	0.26%	87
2023 Q4	$754K	Buy	2,545 +139	+6%	+$37.8K	0.36%	80
2023 Q3	$634K	Buy	2,406 +45	+2%	+$12.8K	0.32%	87
2023 Q2	$705K	Buy	2,361 +139	+6%	+$40.4K	0.38%	77
2023 Q1	$621K	Buy	2,222 +151	+7%	+$40.5K	0.36%	82
2022 Q4	$546K	Sell	2,071 -4	-0.2%	-$1.05K	0.37%	85
2022 Q3	$479K	Buy	2,075 +31	+2%	+$7.92K	0.37%	89
2022 Q2	$505K	Buy	2,044 +108	+6%	+$26.6K	0.39%	91
2022 Q1	$479K	Buy	1,936 +152	+9%	+$37.9K	0.36%	102
2021 Q4	$478K	Buy	+1,784	New	+$450K	0.39%	90