Caldwell Trust’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
36,188
+3
|
|
||||
|
2025
Q1 | $11.3M | Sell |
36,185
-3,225
|
|
||||
|
2024
Q4 | $11.4M | Sell |
39,410
-816
|
|
||||
|
2024
Q3 | $12.2M | Sell |
40,226
-2,250
|
|
||||
|
2024
Q2 | $10.8M | Sell |
42,476
-751
|
|
||||
|
2024
Q1 | $12.2M | Sell |
43,227
-447
|
|
||||
|
2023
Q4 | $12.9M | Buy |
43,674
+134
|
|
||||
|
2023
Q3 | $11.5M | Buy |
43,540
+66
|
|
||||
|
2023
Q2 | $13M | Buy |
43,474
+738
|
|
||||
|
2023
Q1 | $11.9M | Sell |
42,736
-2,404
|
|
||||
|
2022
Q4 | $11.9M | Buy |
45,140
+410
|
|
||||
|
2022
Q3 | $10.3M | Sell |
44,730
-964
|
|
||||
|
2022
Q2 | $11.3M | Sell |
45,694
-149
|
|
||||
|
2022
Q1 | $11.3M | Sell |
45,843
-4
|
|
||||
|
2021
Q4 | $12.3M | Sell |
45,847
-103
|
|
||||
|
2021
Q3 | $11.1M | Sell |
45,950
-195
|
|
||||
|
2021
Q2 | $10.7M | Sell |
46,145
-293
|
|
||||
|
2021
Q1 | $10.4M | Buy |
46,438
+1,021
|
|
||||
|
2020
Q4 | $9.75M | Sell |
45,417
-74
|
|
||||
|
2020
Q3 | $9.98M | Sell |
45,491
-1,704
|
|
||||
|
2020
Q2 | $8.71M | Sell |
47,195
-1,098
|
|
||||
|
2020
Q1 | $7.99M | Sell |
48,293
-489
|
|
||||
|
2019
Q4 | $9.64M | Buy |
+48,782
|
|