CA
CapWealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Sell |
2,781
-455
| -14% | -$133K | 0.08% | 66 |
|
|
2025
Q1 | $1.01M | Sell |
3,236
-15
| -0.5% | -$4.69K | 0.11% | 63 |
|
|
2024
Q4 | $942K | Buy |
3,251
+193
| +6% | +$55.9K | 0.1% | 61 |
|
|
2024
Q3 | $931K | Buy |
3,058
+188
| +7% | +$57.2K | 0.1% | 61 |
|
|
2024
Q2 | $731K | Buy |
2,870
+15
| +0.5% | +$3.82K | 0.09% | 59 |
|
|
2024
Q1 | $805K | Hold |
2,855
| – | – | 0.09% | 60 |
|
|
2023
Q4 | $847K | Hold |
2,855
| – | – | 0.1% | 59 |
|
|
2023
Q3 | $752K | Hold |
2,855
| – | – | 0.1% | 67 |
|
|
2023
Q2 | $852K | Hold |
2,855
| – | – | 0.1% | 65 |
|
|
2023
Q1 | $798K | Sell |
2,855
-334
| -10% | -$93.4K | 0.1% | 68 |
|
|
2022
Q4 | $840K | Buy |
3,189
+200
| +7% | +$52.7K | 0.1% | 72 |
|
|
2022
Q3 | $690K | Sell |
2,989
-195
| -6% | -$45K | 0.09% | 74 |
|
|
2022
Q2 | $786K | Buy |
3,184
+195
| +7% | +$48.1K | 0.09% | 74 |
|
|
2022
Q1 | $739K | Sell |
2,989
-95
| -3% | -$23.5K | 0.08% | 86 |
|
|
2021
Q4 | $827K | Hold |
3,084
| – | – | 0.08% | 80 |
|
|
2021
Q3 | $744K | Sell |
3,084
-10
| -0.3% | -$2.41K | 0.08% | 80 |
|
|
2021
Q2 | $715K | Buy |
3,094
+10
| +0.3% | +$2.31K | 0.08% | 78 |
|
|
2021
Q1 | $691K | Hold |
3,084
| – | – | 0.08% | 77 |
|
|
2020
Q4 | $662K | Buy |
3,084
+74
| +2% | +$15.9K | 0.08% | 73 |
|
|
2020
Q3 | $661K | Hold |
3,010
| – | – | 0.09% | 68 |
|
|
2020
Q2 | $555K | Sell |
3,010
-220
| -7% | -$40.6K | 0.08% | 73 |
|
|
2020
Q1 | $534K | Hold |
3,230
| – | – | 0.09% | 66 |
|
|
2019
Q4 | $638K | Hold |
3,230
| – | – | 0.08% | 72 |
|
|
2019
Q3 | $694K | Hold |
3,230
| – | – | 0.09% | 68 |
|
|
2019
Q2 | $671K | Hold |
3,230
| – | – | 0.1% | 66 |
|
|
2019
Q1 | $613K | Hold |
3,230
| – | – | 0.09% | 65 |
|
|
2018
Q4 | $574K | Buy |
3,230
+60
| +2% | +$10.7K | 0.1% | 68 |
|
|
2018
Q3 | $530K | Hold |
3,170
| – | – | 0.09% | 79 |
|
|
2018
Q2 | $497K | Hold |
3,170
| – | – | 0.09% | 80 |
|
|
2018
Q1 | $496K | Hold |
3,170
| – | – | 0.1% | 74 |
|
|
2017
Q4 | $546K | Buy |
3,170
+95
| +3% | +$16.4K | 0.1% | 75 |
|
|
2017
Q3 | $482K | Hold |
3,075
| – | – | 0.09% | 78 |
|
|
2017
Q2 | $471K | Hold |
3,075
| – | – | 0.09% | 78 |
|
|
2017
Q1 | $399K | Sell |
3,075
-54
| -2% | -$7.01K | 0.08% | 84 |
|
|
2016
Q4 | $381K | Sell |
3,129
-50
| -2% | -$6.09K | 0.08% | 80 |
|
|
2016
Q3 | $367K | Sell |
3,179
-96
| -3% | -$11.1K | 0.09% | 74 |
|
|
2016
Q2 | $394K | Sell |
3,275
-20
| -0.6% | -$2.41K | 0.1% | 76 |
|
|
2016
Q1 | $414K | Buy |
3,295
+520
| +19% | +$65.3K | 0.11% | 73 |
|
|
2015
Q4 | $328K | Sell |
2,775
-325
| -10% | -$38.4K | 0.08% | 74 |
|
|
2015
Q3 | $305K | Sell |
3,100
-3,004
| -49% | -$296K | 0.08% | 72 |
|
|
2015
Q2 | $580K | Sell |
6,104
-41
| -0.7% | -$3.9K | 0.14% | 61 |
|
|
2015
Q1 | $599K | Sell |
6,145
-13
| -0.2% | -$1.27K | 0.14% | 66 |
|
|
2014
Q4 | $577K | Sell |
6,158
-1,300
| -17% | -$122K | 0.14% | 66 |
|
|
2014
Q3 | $707K | Sell |
7,458
-220
| -3% | -$20.9K | 0.16% | 63 |
|
|
2014
Q2 | $773K | Buy |
7,678
+178
| +2% | +$17.9K | 0.18% | 61 |
|
|
2014
Q1 | $735K | Hold |
7,500
| – | – | 0.2% | 56 |
|
|
2013
Q4 | $728K | Sell |
7,500
-1,658
| -18% | -$161K | 0.18% | 63 |
|
|
2013
Q3 | $881K | Buy |
9,158
+304
| +3% | +$29.2K | 0.25% | 58 |
|
|
2013
Q2 | $877K | Buy |
+8,854
| New | +$877K | 0.26% | 61 |
|