CWM
Calamos Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
6,547
+401
| +7% | +$117K | 0.08% | 117 |
|
|
2025
Q1 | $1.92M | Sell |
6,146
-174
| -3% | -$54.4K | 0.1% | 104 |
|
|
2024
Q4 | $1.83M | Sell |
6,320
-175
| -3% | -$50.7K | 0.09% | 103 |
|
|
2024
Q3 | $1.98M | Sell |
6,495
-3
| -0% | -$914 | 0.1% | 102 |
|
|
2024
Q2 | $1.66M | Sell |
6,498
-816
| -11% | -$208K | 0.09% | 111 |
|
|
2024
Q1 | $2.06M | Sell |
7,314
-378
| -5% | -$107K | 0.12% | 101 |
|
|
2023
Q4 | $2.28M | Sell |
7,692
-448
| -6% | -$133K | 0.14% | 91 |
|
|
2023
Q3 | $2.14M | Buy |
8,140
+127
| +2% | +$33.5K | 0.16% | 89 |
|
|
2023
Q2 | $2.39M | Sell |
8,013
-351
| -4% | -$105K | 0.18% | 91 |
|
|
2023
Q1 | $2.34M | Sell |
8,364
-359
| -4% | -$100K | 0.18% | 93 |
|
|
2022
Q4 | $2.3M | Buy |
8,723
+50
| +0.6% | +$13.2K | 0.18% | 95 |
|
|
2022
Q3 | $2M | Sell |
8,673
-1,133
| -12% | -$261K | 0.17% | 96 |
|
|
2022
Q2 | $2.42M | Sell |
9,806
-197
| -2% | -$48.6K | 0.21% | 88 |
|
|
2022
Q1 | $2.47M | Sell |
10,003
-445
| -4% | -$110K | 0.18% | 100 |
|
|
2021
Q4 | $2.8M | Sell |
10,448
-970
| -8% | -$260K | 0.2% | 93 |
|
|
2021
Q3 | $2.75M | Sell |
11,418
-45
| -0.4% | -$10.9K | 0.22% | 89 |
|
|
2021
Q2 | $2.65M | Buy |
11,463
+1,412
| +14% | +$326K | 0.21% | 92 |
|
|
2021
Q1 | $2.25M | Sell |
10,051
-272
| -3% | -$61K | 0.19% | 95 |
|
|
2020
Q4 | $2.22M | Buy |
10,323
+599
| +6% | +$129K | 0.2% | 84 |
|
|
2020
Q3 | $2.13M | Sell |
9,724
-634
| -6% | -$139K | 0.24% | 74 |
|
|
2020
Q2 | $1.91M | Sell |
10,358
-38,583
| -79% | -$7.12M | 0.24% | 75 |
|
|
2020
Q1 | $8.09M | Buy |
48,941
+935
| +2% | +$155K | 1.23% | 16 |
|
|
2019
Q4 | $9.49M | Sell |
48,006
-154
| -0.3% | -$30.4K | 1.12% | 15 |
|
|
2019
Q3 | $10.3M | Buy |
48,160
+43
| +0.1% | +$9.23K | 1.38% | 10 |
|
|
2019
Q2 | $9.99M | Sell |
48,117
-562
| -1% | -$117K | 1.35% | 12 |
|
|
2019
Q1 | $9.24M | Sell |
48,679
-1,513
| -3% | -$287K | 1.32% | 13 |
|
|
2018
Q4 | $8.91M | Sell |
50,192
-3,185
| -6% | -$566K | 1.34% | 15 |
|
|
2018
Q3 | $8.93M | Sell |
53,377
-2,788
| -5% | -$466K | 1.11% | 19 |
|
|
2018
Q2 | $8.8M | Sell |
56,165
-1,801
| -3% | -$282K | 1.1% | 19 |
|
|
2018
Q1 | $9.07M | Buy |
57,966
+20,949
| +57% | +$3.28M | 1.14% | 20 |
|
|
2017
Q4 | $6.37M | Buy |
37,017
+4,334
| +13% | +$746K | 0.83% | 39 |
|
|
2017
Q3 | $5.12M | Buy |
32,683
+8,356
| +34% | +$1.31M | 0.71% | 46 |
|
|
2017
Q2 | $3.73M | Buy |
24,327
+486
| +2% | +$74.4K | 0.53% | 57 |
|
|
2017
Q1 | $3.09M | Buy |
23,841
+5,295
| +29% | +$686K | 0.46% | 66 |
|
|
2016
Q4 | $2.26M | Buy |
18,546
+1,341
| +8% | +$163K | 0.36% | 86 |
|
|
2016
Q3 | $1.99M | Buy |
17,205
+2,704
| +19% | +$312K | 0.34% | 96 |
|
|
2016
Q2 | $1.75M | Buy |
14,501
+2,436
| +20% | +$293K | 0.31% | 106 |
|
|
2016
Q1 | $1.52M | Buy |
12,065
+2,278
| +23% | +$286K | 0.29% | 113 |
|
|
2015
Q4 | $1.16M | Buy |
9,787
+605
| +7% | +$71.5K | 0.23% | 135 |
|
|
2015
Q3 | $905K | Buy |
+9,182
| New | +$905K | 0.22% | 152 |
|
|
2014
Q1 | – | Sell |
-9,395
| Closed | -$912K | – | 217 |
|
|
2013
Q4 | $912K | Buy |
9,395
+625
| +7% | +$60.7K | 0.28% | 120 |
|
|
2013
Q3 | $844K | Buy |
+8,770
| New | +$844K | 0.28% | 115 |
|