CWP
Capital Wealth Planning’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470M | Buy |
1,610,074
+400,595
| +33% | +$117M | 3.71% | 16 |
|
|
2025
Q1 | $378M | Buy |
1,209,479
+436,435
| +56% | +$136M | 3.28% | 17 |
|
|
2024
Q4 | $224M | Buy |
773,044
+43,879
| +6% | +$12.7M | 2.07% | 20 |
|
|
2024
Q3 | $222M | Sell |
729,165
-407,179
| -36% | -$124M | 2.07% | 23 |
|
|
2024
Q2 | $290M | Sell |
1,136,344
-401,699
| -26% | -$102M | 3.03% | 16 |
|
|
2024
Q1 | $434M | Buy |
1,538,043
+16,794
| +1% | +$4.74M | 4.64% | 11 |
|
|
2023
Q4 | $451M | Buy |
1,521,249
+925
| +0.1% | +$274K | 5.16% | 6 |
|
|
2023
Q3 | $401M | Buy |
1,520,324
+60,363
| +4% | +$15.9M | 4.92% | 10 |
|
|
2023
Q2 | $436M | Sell |
1,459,961
-47,280
| -3% | -$14.1M | 5.38% | 4 |
|
|
2023
Q1 | $362M | Buy |
1,507,241
+92,759
| +7% | +$22.3M | 4.89% | 7 |
|
|
2022
Q4 | $373M | Buy |
1,414,482
+161,570
| +13% | +$42.6M | 5.45% | 7 |
|
|
2022
Q3 | $289M | Buy |
1,252,912
+61,484
| +5% | +$14.2M | 5.27% | 5 |
|
|
2022
Q2 | $294M | Buy |
1,191,428
+119,641
| +11% | +$29.5M | 5.76% | 2 |
|
|
2022
Q1 | $265M | Buy |
1,071,787
+125,751
| +13% | +$31.1M | 5.35% | 5 |
|
|
2021
Q4 | $254M | Buy |
946,036
+90,521
| +11% | +$24.3M | 5.62% | 5 |
|
|
2021
Q3 | $206M | Buy |
855,515
+61,128
| +8% | +$14.7M | 5.67% | 4 |
|
|
2021
Q2 | $184M | Buy |
794,387
+89,649
| +13% | +$20.7M | 5.17% | 8 |
|
|
2021
Q1 | $158M | Buy |
704,738
+117,776
| +20% | +$26.4M | 5.16% | 5 |
|
|
2020
Q4 | $125M | Buy |
586,962
+92,393
| +19% | +$19.7M | 4.83% | 11 |
|
|
2020
Q3 | $109M | Buy |
494,569
+29,163
| +6% | +$6.4M | 5.37% | 2 |
|
|
2020
Q2 | $85.9M | Buy |
465,406
+44,410
| +11% | +$8.19M | 4.89% | 8 |
|
|
2020
Q1 | $69.6M | Buy |
420,996
+171,678
| +69% | +$28.4M | 4.38% | 6 |
|
|
2019
Q4 | $49.3M | Sell |
249,318
-154,807
| -38% | -$30.6M | 2.91% | 13 |
|
|
2019
Q3 | $79.2M | Buy |
404,125
+41,992
| +12% | +$8.23M | 5.03% | 4 |
|
|
2019
Q2 | $75.2M | Buy |
362,133
+343,218
| +1,815% | +$71.3M | 5.45% | 1 |
|
|
2019
Q1 | $3.59M | Buy |
18,915
+12,380
| +189% | +$2.35M | 2.36% | 10 |
|
|
2018
Q4 | $1.16M | Sell |
6,535
-3,140
| -32% | -$558K | 0.77% | 26 |
|
|
2018
Q3 | $1.62M | Buy |
9,675
+4,895
| +102% | +$819K | 1.1% | 22 |
|
|
2018
Q2 | $750K | Buy |
4,780
+3,180
| +199% | +$499K | 0.52% | 40 |
|
|
2018
Q1 | $250K | Buy |
+1,600
| New | +$250K | 0.17% | 58 |
|
|
2017
Q4 | – | Sell |
-10,340
| Closed | -$4.46M | – | 131 |
|
|
2017
Q3 | $4.46M | Buy |
10,340
+7,044
| +214% | +$3.04M | 3.51% | 5 |
|
|
2017
Q2 | $505K | Sell |
3,296
-8,134
| -71% | -$1.25M | 0.08% | 65 |
|
|
2017
Q1 | $1.48M | Buy |
+11,430
| New | +$1.48M | 1.25% | 12 |
|
|
2016
Q3 | – | Sell |
-6,830
| Closed | -$822K | – | 76 |
|
|
2016
Q2 | $822K | Sell |
6,830
-14,635
| -68% | -$1.76M | 0.62% | 34 |
|
|
2016
Q1 | $2.7M | Buy |
21,465
+15,235
| +245% | +$1.91M | 1.94% | 8 |
|
|
2015
Q4 | $736K | Sell |
6,230
-570
| -8% | -$67.3K | 0.68% | 35 |
|
|
2015
Q3 | $671K | Buy |
+6,800
| New | +$671K | 0.53% | 42 |
|
|
2015
Q2 | – | Sell |
-2,100
| Closed | -$205K | – | 115 |
|
|
2015
Q1 | $205K | Buy |
+2,100
| New | +$205K | 0.11% | 101 |
|
|
2014
Q3 | – | Sell |
-2,100
| Closed | -$212K | – | 124 |
|
|
2014
Q2 | $212K | Sell |
2,100
-5,639
| -73% | -$569K | 0.08% | 115 |
|
|
2014
Q1 | $759K | Buy |
+7,739
| New | +$759K | 0.33% | 55 |
|
|
2013
Q4 | – | Sell |
-10,539
| Closed | -$1.01M | – | 90 |
|
|
2013
Q3 | $1.01M | Buy |
+10,539
| New | +$1.01M | 0.46% | 40 |
|