CPIG
Chicago Partners Investment Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Buy |
20,530
+379
| +2% | +$113K | 0.18% | 116 |
|
|
2025
Q1 | $6.41M | Buy |
20,151
+1,241
| +7% | +$395K | 0.21% | 99 |
|
|
2024
Q4 | $5.43M | Buy |
18,910
+496
| +3% | +$142K | 0.18% | 115 |
|
|
2024
Q3 | $5.5M | Buy |
18,414
+72
| +0.4% | +$21.5K | 0.2% | 107 |
|
|
2024
Q2 | $4.89M | Sell |
18,342
-373
| -2% | -$99.4K | 0.19% | 112 |
|
|
2024
Q1 | $5.18M | Buy |
18,715
+670
| +4% | +$186K | 0.22% | 101 |
|
|
2023
Q4 | $5.42M | Sell |
18,045
-783
| -4% | -$235K | 0.25% | 93 |
|
|
2023
Q3 | $4.8M | Buy |
18,828
+2,456
| +15% | +$626K | 0.26% | 89 |
|
|
2023
Q2 | $4.74M | Buy |
16,372
+3,562
| +28% | +$1.03M | 0.25% | 95 |
|
|
2023
Q1 | $3.76M | Buy |
12,810
+298
| +2% | +$87.4K | 0.22% | 107 |
|
|
2022
Q4 | $3.34M | Buy |
12,512
+190
| +2% | +$50.8K | 0.2% | 108 |
|
|
2022
Q3 | $3.41M | Buy |
12,322
+249
| +2% | +$68.8K | 0.24% | 92 |
|
|
2022
Q2 | $3.18M | Sell |
12,073
-67
| -0.6% | -$17.6K | 0.23% | 91 |
|
|
2022
Q1 | $2.81M | Buy |
12,140
+128
| +1% | +$29.6K | 0.21% | 100 |
|
|
2021
Q4 | $3.04M | Buy |
12,012
+286
| +2% | +$72.5K | 0.22% | 94 |
|
|
2021
Q3 | $2.93M | Buy |
11,726
+215
| +2% | +$53.8K | 0.21% | 100 |
|
|
2021
Q2 | $2.81M | Sell |
11,511
-9
| -0.1% | -$2.2K | 0.21% | 89 |
|
|
2021
Q1 | $2.68M | Buy |
11,520
+871
| +8% | +$202K | 0.22% | 86 |
|
|
2020
Q4 | $2.27M | Buy |
10,649
+112
| +1% | +$23.9K | 0.22% | 87 |
|
|
2020
Q3 | $2.28M | Sell |
10,537
-38
| -0.4% | -$8.24K | 0.27% | 63 |
|
|
2020
Q2 | $2.13M | Buy |
10,575
+297
| +3% | +$59.8K | 0.27% | 62 |
|
|
2020
Q1 | $1.91M | Sell |
10,278
-193
| -2% | -$35.9K | 0.3% | 58 |
|
|
2019
Q4 | $2.21M | Sell |
10,471
-171
| -2% | -$36.1K | 0.27% | 62 |
|
|
2019
Q3 | $2.09M | Buy |
10,642
+121
| +1% | +$23.7K | 0.29% | 61 |
|
|
2019
Q2 | $2.26M | Buy |
10,521
+61
| +0.6% | +$13.1K | 0.32% | 56 |
|
|
2019
Q1 | $2.04M | Sell |
10,460
-2,203
| -17% | -$429K | 0.3% | 59 |
|
|
2018
Q4 | $2.3M | Sell |
12,663
-2,987
| -19% | -$542K | 0.34% | 60 |
|
|
2018
Q3 | $2.71M | Buy |
15,650
+3,021
| +24% | +$523K | 0.4% | 49 |
|
|
2018
Q2 | $1.98M | Buy |
12,629
+820
| +7% | +$128K | 0.31% | 55 |
|
|
2018
Q1 | $1.85M | Buy |
11,809
+967
| +9% | +$151K | 0.32% | 53 |
|
|
2017
Q4 | $1.87M | Buy |
10,842
+16
| +0.1% | +$2.75K | 0.31% | 61 |
|
|
2017
Q3 | $1.7M | Buy |
10,826
+475
| +5% | +$74.4K | 0.29% | 65 |
|
|
2017
Q2 | $1.43M | Buy |
10,351
+4,549
| +78% | +$628K | 0.37% | 57 |
|
|
2017
Q1 | $752K | Sell |
5,802
-805
| -12% | -$104K | 0.21% | 79 |
|
|
2016
Q4 | $804K | Buy |
6,607
+9
| +0.1% | +$1.1K | 0.29% | 71 |
|
|
2016
Q3 | $761K | Buy |
6,598
+4,009
| +155% | +$462K | 0.3% | 64 |
|
|
2016
Q2 | $312K | Buy |
2,589
+1,308
| +102% | +$158K | 0.15% | 98 |
|
|
2016
Q1 | $161K | Sell |
1,281
-842
| -40% | -$106K | 0.08% | 150 |
|
|
2015
Q4 | $251K | Buy |
2,123
+859
| +68% | +$102K | 0.12% | 127 |
|
|
2015
Q3 | $125K | Buy |
1,264
+9
| +0.7% | +$890 | 0.07% | 164 |
|
|
2015
Q2 | $119K | Sell |
1,255
-39
| -3% | -$3.7K | 0.05% | 175 |
|
|
2015
Q1 | $121K | Buy |
1,294
+59
| +5% | +$5.52K | 0.05% | 168 |
|
|
2014
Q4 | $116K | Buy |
+1,235
| New | +$116K | 0.05% | 171 |
|