CNAM

Campbell Newman Asset Management’s McDonald's MCD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.78M	Hold	23,204	–	–	0.54%	34
2025 Q1	$7.25M	Sell	23,204 -1,697	-7%	-$530K	0.62%	35
2024 Q4	$7.22M	Hold	24,901	–	–	0.58%	35
2024 Q3	$7.58M	Hold	24,901	–	–	0.57%	36
2024 Q2	$6.35M	Sell	24,901 -566	-2%	-$144K	0.51%	39
2024 Q1	$7.18M	Hold	25,467	–	–	0.58%	37
2023 Q4	$7.55M	Hold	25,467	–	–	0.65%	37
2023 Q3	$6.71M	Hold	25,467	–	–	0.63%	37
2023 Q2	$7.6M	Hold	25,467	–	–	0.68%	34
2023 Q1	$7.12M	Hold	25,467	–	–	0.69%	34
2022 Q4	$6.71M	Hold	25,467	–	–	0.67%	35
2022 Q3	$5.88M	Hold	25,467	–	–	0.66%	33
2022 Q2	$6.29M	Hold	25,467	–	–	0.66%	33
2022 Q1	$6.3M	Hold	25,467	–	–	0.61%	36
2021 Q4	$6.83M	Hold	25,467	–	–	0.61%	33
2021 Q3	$6.14M	Hold	25,467	–	–	0.63%	34
2021 Q2	$5.88M	Hold	25,467	–	–	0.58%	36
2021 Q1	$5.71M	Sell	25,467 -2,232	-8%	-$500K	0.6%	35
2020 Q4	$5.94M	Hold	27,699	–	–	0.67%	34
2020 Q3	$6.08M	Sell	27,699 -109	-0.4%	-$23.9K	0.78%	34
2020 Q2	$5.13M	Buy	27,808 +109	+0.4%	+$20.1K	0.71%	34
2020 Q1	$4.58M	Hold	27,699	–	–	0.78%	34
2019 Q4	$5.47M	Hold	27,699	–	–	0.74%	36
2019 Q3	$5.95M	Hold	27,699	–	–	0.85%	36
2019 Q2	$5.75M	Hold	27,699	–	–	0.84%	34
2019 Q1	$5.26M	Hold	27,699	–	–	0.81%	34
2018 Q4	$4.92M	Hold	27,699	–	–	0.86%	34
2018 Q3	$4.63M	Hold	27,699	–	–	0.67%	34
2018 Q2	$4.34M	Hold	27,699	–	–	0.67%	33
2018 Q1	$4.33M	Hold	27,699	–	–	0.72%	34
2017 Q4	$4.77M	Hold	27,699	–	–	0.8%	34
2017 Q3	$4.34M	Hold	27,699	–	–	0.78%	34
2017 Q2	$4.24M	Hold	27,699	–	–	0.76%	34
2017 Q1	$3.59M	Hold	27,699	–	–	0.66%	34
2016 Q4	$3.37M	Hold	27,699	–	–	0.65%	35
2016 Q3	$3.2M	Hold	27,699	–	–	0.56%	38
2016 Q2	$3.33M	Buy	+27,699	New	+$3.33M	0.61%	38