Chesapeake Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Sell |
10,413
-384
| -4% | -$112K | 1.01% | 29 |
|
|
2025
Q1 | $3.37M | Sell |
10,797
-246
| -2% | -$76.8K | 1.2% | 24 |
|
|
2024
Q4 | $3.2M | Sell |
11,043
-209
| -2% | -$60.6K | 1.1% | 25 |
|
|
2024
Q3 | $3.43M | Buy |
11,252
+31
| +0.3% | +$9.44K | 1.17% | 24 |
|
|
2024
Q2 | $2.86M | Sell |
11,221
-102
| -0.9% | -$26K | 1.04% | 26 |
|
|
2024
Q1 | $3.19M | Sell |
11,323
-145
| -1% | -$40.9K | 1.16% | 23 |
|
|
2023
Q4 | $3.4M | Buy |
11,468
+22
| +0.2% | +$6.52K | 1.31% | 21 |
|
|
2023
Q3 | $3.02M | Sell |
11,446
-170
| -1% | -$44.8K | 1.26% | 21 |
|
|
2023
Q2 | $3.47M | Sell |
11,616
-25
| -0.2% | -$7.46K | 1.37% | 18 |
|
|
2023
Q1 | $3.25M | Buy |
11,641
+57
| +0.5% | +$15.9K | 1.36% | 19 |
|
|
2022
Q4 | $3.05M | Buy |
11,584
+320
| +3% | +$84.3K | 1.34% | 18 |
|
|
2022
Q3 | $2.6M | Buy |
11,264
+3,394
| +43% | +$783K | 1.19% | 23 |
|
|
2022
Q2 | $1.94M | Buy |
7,870
+75
| +1% | +$18.5K | 0.83% | 33 |
|
|
2022
Q1 | $1.93M | Buy |
7,795
+68
| +0.9% | +$16.8K | 0.7% | 35 |
|
|
2021
Q4 | $2.07M | Buy |
7,727
+212
| +3% | +$56.8K | 0.7% | 35 |
|
|
2021
Q3 | $1.81M | Sell |
7,515
-611
| -8% | -$147K | 0.65% | 37 |
|
|
2021
Q2 | $1.88M | Sell |
8,126
-420
| -5% | -$97K | 0.61% | 39 |
|
|
2021
Q1 | $1.92M | Sell |
8,546
-540
| -6% | -$121K | 0.64% | 36 |
|
|
2020
Q4 | $1.95M | Sell |
9,086
-1,104
| -11% | -$237K | 0.66% | 33 |
|
|
2020
Q3 | $2.24M | Sell |
10,190
-1,002
| -9% | -$220K | 0.84% | 23 |
|
|
2020
Q2 | $2.06M | Buy |
11,192
+2,384
| +27% | +$440K | 0.82% | 21 |
|
|
2020
Q1 | $1.46M | Sell |
8,808
-77
| -0.9% | -$12.7K | 0.67% | 33 |
|
|
2019
Q4 | $1.76M | Sell |
8,885
-252
| -3% | -$49.8K | 0.68% | 36 |
|
|
2019
Q3 | $1.96M | Sell |
9,137
-180
| -2% | -$38.7K | 0.8% | 30 |
|
|
2019
Q2 | $1.94M | Sell |
9,317
-585
| -6% | -$121K | 0.81% | 28 |
|
|
2019
Q1 | $1.88M | Sell |
9,902
-100
| -1% | -$19K | 0.83% | 24 |
|
|
2018
Q4 | $1.78M | Sell |
10,002
-370
| -4% | -$65.7K | 0.88% | 26 |
|
|
2018
Q3 | $1.74M | Sell |
10,372
-230
| -2% | -$38.5K | 0.77% | 31 |
|
|
2018
Q2 | $1.66M | Sell |
10,602
-70
| -0.7% | -$11K | 0.77% | 30 |
|
|
2018
Q1 | $1.67M | Buy |
+10,672
| New | +$1.67M | 0.77% | 34 |
|