CapWealth Advisors’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 | $845K | Hold |
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|
2025
Q2 | $813K | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $942K | Buy |
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|
2024
Q3 | $931K | Buy |
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|
2024
Q2 | $731K | Buy |
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|
2024
Q1 | $805K | Hold |
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|
2023
Q4 | $847K | Hold |
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|
2023
Q3 | $752K | Hold |
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|
2023
Q2 | $852K | Hold |
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|
2023
Q1 | $798K | Sell |
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|
2022
Q4 | $840K | Buy |
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|
2022
Q3 | $690K | Sell |
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|
2022
Q2 | $786K | Buy |
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|
2022
Q1 | $739K | Sell |
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|
2021
Q4 | $827K | Hold |
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|
2021
Q3 | $744K | Sell |
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|
2021
Q2 | $715K | Buy |
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|
2021
Q1 | $691K | Hold |
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|
2020
Q4 | $662K | Buy |
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|
2020
Q3 | $661K | Hold |
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|
2020
Q2 | $555K | Sell |
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|
2020
Q1 | $534K | Hold |
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|
2019
Q4 | $638K | Hold |
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|
2019
Q3 | $694K | Hold |
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|
2019
Q2 | $671K | Hold |
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|
2019
Q1 | $613K | Hold |
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|
2018
Q4 | $574K | Buy |
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|
2018
Q3 | $530K | Hold |
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|
2018
Q2 | $497K | Hold |
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|
2018
Q1 | $496K | Hold |
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|
2017
Q4 | $546K | Buy |
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|
2017
Q3 | $482K | Hold |
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|
2017
Q2 | $471K | Hold |
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|
2017
Q1 | $399K | Sell |
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|
2016
Q4 | $381K | Sell |
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|
2016
Q3 | $367K | Sell |
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|
2016
Q2 | $394K | Sell |
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|
2016
Q1 | $414K | Buy |
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|
2015
Q4 | $328K | Sell |
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|
2015
Q3 | $305K | Sell |
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|
2015
Q2 | $580K | Sell |
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|
2015
Q1 | $599K | Sell |
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|
2014
Q4 | $577K | Sell |
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|
2014
Q3 | $707K | Sell |
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|
2014
Q2 | $773K | Buy |
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|
2014
Q1 | $735K | Hold |
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|
2013
Q4 | $728K | Sell |
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|
2013
Q3 | $881K | Buy |
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|
2013
Q2 | $877K | Buy |
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