Willow Creek 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
2025 Q3	$339K	Buy	1,116 +97	+10%	+$29.5K	0.03%	133
2025 Q2	$298K	Buy	1,019 +46	+5%	+$14.2K	0.03%	141
2025 Q1	$304K	Buy	973 +204	+27%	+$61K	0.03%	123
2024 Q4	$223K	Hold	769	–	–	0.02%	147
2024 Q3	$234K	Buy	+769	New	+$212K	0.02%	144
2024 Q2	–	Sell	-747	Closed	-$211K	–	154
2024 Q1	$211K	Sell	747 -55	-7%	-$16K	0.02%	147
2023 Q4	$238K	Sell	802 -2	-0.2%	-$544	0.03%	129
2023 Q3	$212K	Buy	804 +6	+0.8%	+$1.71K	0.03%	128
2023 Q2	$238K	Buy	798 +33	+4%	+$9.59K	0.03%	128
2023 Q1	$214K	Hold	765	–	–	0.03%	126
2022 Q4	$202K	Buy	+765	New	+$202K	0.03%	128
2022 Q2	–	Sell	-841	Closed	-$208K	–	130
2022 Q1	$208K	Hold	841	–	–	0.04%	114
2021 Q4	$225K	Buy	+841	New	+$212K	0.05%	116