CA
CGN Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
10,677
-35
| -0.3% | -$10.2K | 0.28% | 74 |
|
|
2025
Q1 | $3.35M | Buy |
10,712
+27
| +0.3% | +$8.43K | 0.33% | 70 |
|
|
2024
Q4 | $3.1M | Sell |
10,685
-731
| -6% | -$212K | 0.3% | 77 |
|
|
2024
Q3 | $3.48M | Buy |
11,416
+870
| +8% | +$265K | 0.35% | 71 |
|
|
2024
Q2 | $2.69M | Buy |
10,546
+629
| +6% | +$160K | 0.31% | 82 |
|
|
2024
Q1 | $2.8M | Buy |
9,917
+359
| +4% | +$101K | 0.35% | 72 |
|
|
2023
Q4 | $2.83M | Sell |
9,558
-54
| -0.6% | -$16K | 0.39% | 66 |
|
|
2023
Q3 | $2.53M | Buy |
9,612
+971
| +11% | +$256K | 0.34% | 81 |
|
|
2023
Q2 | $2.58M | Buy |
8,641
+457
| +6% | +$136K | 0.37% | 76 |
|
|
2023
Q1 | $2.29M | Buy |
8,184
+792
| +11% | +$221K | 0.36% | 74 |
|
|
2022
Q4 | $1.95M | Buy |
7,392
+2,587
| +54% | +$682K | 0.34% | 79 |
|
|
2022
Q3 | $1.11M | Buy |
4,805
+1,145
| +31% | +$264K | 0.28% | 97 |
|
|
2022
Q2 | $904K | Buy |
3,660
+276
| +8% | +$68.2K | 0.25% | 98 |
|
|
2022
Q1 | $837K | Sell |
3,384
-615
| -15% | -$152K | 0.21% | 104 |
|
|
2021
Q4 | $1.07M | Buy |
3,999
+1,191
| +42% | +$319K | 0.28% | 81 |
|
|
2021
Q3 | $677K | Buy |
2,808
+201
| +8% | +$48.5K | 0.22% | 108 |
|
|
2021
Q2 | $602K | Buy |
2,607
+299
| +13% | +$69K | 0.19% | 119 |
|
|
2021
Q1 | $517K | Buy |
2,308
+135
| +6% | +$30.2K | 0.19% | 115 |
|
|
2020
Q4 | $466K | Buy |
+2,173
| New | +$466K | 0.19% | 114 |
|