Warner Financial’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 | $370K | Hold |
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|
2025
Q2 | $356K | Sell |
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|
2025
Q1 | $1.06M | Hold |
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|
2024
Q4 | $984K | Buy |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $852K | Hold |
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|
2024
Q1 | $943K | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $790K | Hold |
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|
2023
Q2 | $895K | Hold |
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|
2023
Q1 | $839K | Hold |
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|
2022
Q4 | $791K | Hold |
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|
2022
Q3 | $692K | Hold |
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|
2022
Q2 | $741K | Buy |
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|
2022
Q1 | $742K | Hold |
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|
2021
Q4 | $702K | Buy |
|