Wills Financial Group’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 | $236K | Hold |
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|
2025
Q2 | $226K | Hold |
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|
2025
Q1 | $242K | Hold |
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|
2024
Q4 | $225K | Hold |
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|
2024
Q3 | $236K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $219K | Hold |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $289K | Hold |
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|
2023
Q1 | $271K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2.01M | Sell |
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|
2014
Q4 | $2.09M | Sell |
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|
2014
Q3 | $2.16M | Sell |
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|
2014
Q2 | $2.4M | Buy |
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|
2014
Q1 | $2.29M | Buy |
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|
2013
Q4 | $1.43M | Buy |
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