Carson Wealth (CWM LLC)’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4M | Buy |
97,131
+6,280
| +7% | +$1.83M | 0.1% | 174 |
|
|
2025
Q1 | $28.4M | Buy |
90,851
+4,187
| +5% | +$1.31M | 0.11% | 169 |
|
|
2024
Q4 | $25.1M | Buy |
86,664
+7,411
| +9% | +$2.15M | 0.1% | 177 |
|
|
2024
Q3 | $24.1M | Buy |
79,253
+4,987
| +7% | +$1.52M | 0.1% | 183 |
|
|
2024
Q2 | $18.9M | Buy |
74,266
+5,173
| +7% | +$1.32M | 0.09% | 207 |
|
|
2024
Q1 | $19.5M | Buy |
69,093
+7,100
| +11% | +$2M | 0.09% | 202 |
|
|
2023
Q4 | $18.4M | Buy |
61,993
+10,316
| +20% | +$3.06M | 0.1% | 197 |
|
|
2023
Q3 | $13.6M | Buy |
51,677
+8,048
| +18% | +$2.12M | 0.08% | 200 |
|
|
2023
Q2 | $13M | Buy |
43,629
+7,586
| +21% | +$2.26M | 0.08% | 201 |
|
|
2023
Q1 | $10.1M | Buy |
36,043
+6,854
| +23% | +$1.92M | 0.07% | 217 |
|
|
2022
Q4 | $7.69M | Buy |
29,189
+4,484
| +18% | +$1.18M | 0.06% | 235 |
|
|
2022
Q3 | $5.7M | Buy |
24,705
+2,735
| +12% | +$631K | 0.05% | 264 |
|
|
2022
Q2 | $5.42M | Buy |
21,970
+2,567
| +13% | +$634K | 0.04% | 282 |
|
|
2022
Q1 | $4.8M | Buy |
19,403
+1,070
| +6% | +$265K | 0.03% | 300 |
|
|
2021
Q4 | $4.91M | Buy |
+18,333
| New | +$4.91M | 0.03% | 301 |
|
|
2021
Q2 | $31.7M | Hold |
137,226
| – | – | 0.25% | 68 |
|
|
2021
Q1 | $31.7M | Hold |
137,226
| – | – | 0.25% | 68 |
|
|
2020
Q4 | $31.7M | Hold |
137,226
| – | – | 0.25% | 68 |
|
|
2020
Q3 | $31.7M | Hold |
137,226
| – | – | 0.25% | 68 |
|
|
2020
Q2 | $31.7M | Hold |
137,226
| – | – | 0.25% | 68 |
|
|
2020
Q1 | $31.7M | Hold |
137,226
| – | – | 0.25% | 68 |
|
|
2019
Q4 | $31.7M | Hold |
137,226
| – | – | 0.25% | 68 |
|
|
2019
Q3 | $31.7M | Hold |
137,226
| – | – | 0.25% | 68 |
|
|
2019
Q2 | $31.7M | Hold |
137,226
| – | – | 0.25% | 68 |
|
|
2019
Q1 | $31.7M | Buy |
137,226
+110,575
| +415% | +$25.5M | 0.25% | 68 |
|
|
2018
Q4 | $4.73M | Buy |
26,651
+16,744
| +169% | +$2.97M | 0.12% | 161 |
|
|
2018
Q3 | $1.66M | Buy |
9,907
+4,496
| +83% | +$752K | 0.04% | 268 |
|
|
2018
Q2 | $848K | Buy |
5,411
+307
| +6% | +$48.1K | 0.03% | 285 |
|
|
2018
Q1 | $798K | Sell |
5,104
-280
| -5% | -$43.8K | 0.03% | 245 |
|
|
2017
Q4 | $927K | Buy |
5,384
+428
| +9% | +$73.7K | 0.04% | 234 |
|
|
2017
Q3 | $777K | Sell |
4,956
-31
| -0.6% | -$4.86K | 0.04% | 222 |
|
|
2017
Q2 | $764K | Sell |
4,987
-333
| -6% | -$51K | 0.04% | 215 |
|
|
2017
Q1 | $690K | Sell |
5,320
-1,928
| -27% | -$250K | 0.04% | 209 |
|
|
2016
Q4 | $882K | Buy |
7,248
+1,854
| +34% | +$226K | 0.05% | 187 |
|
|
2016
Q3 | $622K | Buy |
5,394
+1,308
| +32% | +$151K | 0.04% | 194 |
|
|
2016
Q2 | $492K | Sell |
4,086
-121,105
| -97% | -$14.6M | 0.04% | 201 |
|
|
2016
Q1 | $15.7M | Buy |
125,191
+2,386
| +2% | +$300K | 1.38% | 13 |
|
|
2015
Q4 | $14.5M | Buy |
122,805
+12,642
| +11% | +$1.49M | 1.42% | 12 |
|
|
2015
Q3 | $10.9M | Buy |
110,163
+15,532
| +16% | +$1.53M | 1.09% | 28 |
|
|
2015
Q2 | $9M | Buy |
94,631
+14,058
| +17% | +$1.34M | 0.86% | 42 |
|
|
2015
Q1 | $7.85M | Buy |
80,573
+36,383
| +82% | +$3.55M | 0.8% | 45 |
|
|
2014
Q4 | $4.14M | Buy |
44,190
+29,021
| +191% | +$2.72M | 0.5% | 68 |
|
|
2014
Q3 | $1.44M | Buy |
15,169
+9,139
| +152% | +$866K | 0.21% | 112 |
|
|
2014
Q2 | $607K | Buy |
6,030
+3,107
| +106% | +$313K | 0.11% | 103 |
|
|
2014
Q1 | $287K | Buy |
2,923
+1,621
| +125% | +$159K | 0.04% | 117 |
|
|
2013
Q4 | $126K | Buy |
1,302
+900
| +224% | +$87.1K | 0.02% | 176 |
|
|
2013
Q3 | $39K | Buy |
+402
| New | +$39K | 0.01% | 204 |
|