CVM
Cheviot Value Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
3,365
+234
| +7% | +$71.5K | 0.12% | 58 |
|
|
2025
Q1 | $989K | Buy |
+3,131
| New | +$989K | 0.12% | 54 |
|
|
2022
Q2 | – | Sell |
-12,472
| Closed | -$3.08M | – | 75 |
|
|
2022
Q1 | $3.08M | Sell |
12,472
-839
| -6% | -$207K | 0.65% | 31 |
|
|
2021
Q4 | $3.57M | Sell |
13,311
-235
| -2% | -$63K | 0.84% | 32 |
|
|
2021
Q3 | $3.27M | Sell |
13,546
-258
| -2% | -$62.2K | 0.84% | 32 |
|
|
2021
Q2 | $3.19M | Sell |
13,804
-430
| -3% | -$99.3K | 0.78% | 34 |
|
|
2021
Q1 | $3.19M | Buy |
14,234
+759
| +6% | +$170K | 0.89% | 32 |
|
|
2020
Q4 | $2.89M | Sell |
13,475
-119
| -0.9% | -$25.5K | 0.87% | 31 |
|
|
2020
Q3 | $2.98M | Sell |
13,594
-62
| -0.5% | -$13.6K | 1.04% | 26 |
|
|
2020
Q2 | $2.52M | Sell |
13,656
-1,573
| -10% | -$290K | 0.98% | 28 |
|
|
2020
Q1 | $2.52M | Sell |
15,229
-1,040
| -6% | -$172K | 1.15% | 25 |
|
|
2019
Q4 | $3.22M | Sell |
16,269
-859
| -5% | -$170K | 1.24% | 24 |
|
|
2019
Q3 | $3.68M | Sell |
17,128
-665
| -4% | -$143K | 1.57% | 21 |
|
|
2019
Q2 | $3.7M | Sell |
17,793
-1,100
| -6% | -$228K | 1.6% | 20 |
|
|
2019
Q1 | $3.59M | Sell |
18,893
-727
| -4% | -$138K | 1.74% | 19 |
|
|
2018
Q4 | $3.48M | Sell |
19,620
-2,017
| -9% | -$358K | 1.81% | 18 |
|
|
2018
Q3 | $3.62M | Sell |
21,637
-644
| -3% | -$108K | 1.7% | 19 |
|
|
2018
Q2 | $3.49M | Sell |
22,281
-3,524
| -14% | -$552K | 1.71% | 19 |
|
|
2018
Q1 | $4.04M | Sell |
25,805
-1,601
| -6% | -$250K | 2.1% | 14 |
|
|
2017
Q4 | $4.72M | Sell |
27,406
-764
| -3% | -$131K | 2.44% | 12 |
|
|
2017
Q3 | $4.41M | Buy |
28,170
+295
| +1% | +$46.2K | 2.4% | 12 |
|
|
2017
Q2 | $4.27M | Sell |
27,875
-824
| -3% | -$126K | 2.49% | 13 |
|
|
2017
Q1 | $3.72M | Sell |
28,699
-2,388
| -8% | -$310K | 2.1% | 19 |
|
|
2016
Q4 | $3.78M | Sell |
31,087
-650
| -2% | -$79.1K | 2.27% | 16 |
|
|
2016
Q3 | $3.66M | Sell |
31,737
-1,259
| -4% | -$145K | 2.27% | 16 |
|
|
2016
Q2 | $3.97M | Sell |
32,996
-345
| -1% | -$41.5K | 2.37% | 16 |
|
|
2016
Q1 | $4.19M | Sell |
33,341
-29,764
| -47% | -$3.74M | 2.68% | 13 |
|
|
2015
Q4 | $7.46M | Sell |
63,105
-1,695
| -3% | -$200K | 4.83% | 6 |
|
|
2015
Q3 | $6.39M | Sell |
64,800
-4,186
| -6% | -$412K | 4.24% | 9 |
|
|
2015
Q2 | $6.56M | Buy |
68,986
+583
| +0.9% | +$55.4K | 3.87% | 10 |
|
|
2015
Q1 | $6.67M | Buy |
68,403
+880
| +1% | +$85.7K | 3.93% | 10 |
|
|
2014
Q4 | $6.33M | Buy |
67,523
+38,816
| +135% | +$3.64M | 3.68% | 10 |
|
|
2014
Q3 | $2.72M | Buy |
28,707
+741
| +3% | +$70.3K | 1.58% | 21 |
|
|
2014
Q2 | $2.82M | Sell |
27,966
-165
| -0.6% | -$16.6K | 1.5% | 22 |
|
|
2014
Q1 | $2.76M | Sell |
28,131
-1,274
| -4% | -$125K | 1.52% | 22 |
|
|
2013
Q4 | $2.85M | Buy |
+29,405
| New | +$2.85M | 1.57% | 21 |
|