CCIA
Cherry Creek Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
713
+4
| +0.6% | +$1.17K | 0.1% | 107 |
|
|
2025
Q1 | $221K | Buy |
709
+4
| +0.6% | +$1.25K | 0.12% | 97 |
|
|
2024
Q4 | $204K | Buy |
705
+4
| +0.6% | +$1.16K | 0.1% | 103 |
|
|
2024
Q3 | $213K | Buy |
+701
| New | +$213K | 0.11% | 100 |
|
|
2024
Q1 | – | Sell |
-689
| Closed | -$204K | – | 106 |
|
|
2023
Q4 | $204K | Buy |
+689
| New | +$204K | 0.12% | 95 |
|
|
2023
Q3 | – | Sell |
-682
| Closed | -$204K | – | 94 |
|
|
2023
Q2 | $204K | Sell |
682
-52
| -7% | -$15.5K | 0.14% | 87 |
|
|
2023
Q1 | $205K | Buy |
+734
| New | +$205K | 0.15% | 87 |
|