CIBC Private Wealth Group’s McDonald's MCD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$333M Buy
1,140,543
+4,633
+0.4% +$1.35M 0.6% 44
2025
Q1
$341M Buy
1,135,910
+5,750
+0.5% +$1.72M 0.72% 32
2024
Q4
$324M Sell
1,130,160
-28,416
-2% -$8.15M 0.59% 45
2024
Q3
$353M Buy
1,158,576
+6,736
+0.6% +$2.05M 0.63% 41
2024
Q2
$285M Sell
1,151,840
-8,947
-0.8% -$2.22M 0.54% 50
2024
Q1
$325M Buy
1,160,787
+369,148
+47% +$103M 0.64% 41
2023
Q4
$235M Buy
791,639
+670,261
+552% +$199M 0.5% 61
2023
Q3
$32M Sell
121,378
-6,361
-5% -$1.68M 0.08% 209
2023
Q2
$38.1M Buy
127,739
+78
+0.1% +$23.3K 0.08% 195
2023
Q1
$30.8M Sell
127,661
-13,903
-10% -$3.35M 0.07% 208
2022
Q4
$22.4M Sell
141,564
-988
-0.7% -$156K 0.08% 166
2022
Q3
$32.9M Sell
142,552
-3,770
-3% -$870K 0.09% 167
2022
Q2
$36.1M Sell
146,322
-142,250
-49% -$35.1M 0.09% 164
2022
Q1
$71.4M Buy
288,572
+14,391
+5% +$3.56M 0.16% 127
2021
Q4
$73.5M Buy
274,181
+7,355
+3% +$1.97M 0.15% 128
2021
Q3
$64.3M Sell
266,826
-10,137
-4% -$2.44M 0.15% 132
2021
Q2
$64M Buy
276,963
+3,374
+1% +$779K 0.15% 134
2021
Q1
$61.3M Sell
273,589
-6,623
-2% -$1.48M 0.15% 138
2020
Q4
$60.1M Buy
280,212
+10,196
+4% +$2.19M 0.16% 131
2020
Q3
$59.1M Buy
270,016
+175,291
+185% +$38.3M 0.18% 117
2020
Q2
$17.5M Sell
94,725
-160,168
-63% -$29.5M 0.08% 159
2020
Q1
$42.1M Buy
254,893
+4,153
+2% +$687K 0.18% 116
2019
Q4
$49.5M Sell
250,740
-546
-0.2% -$108K 0.16% 125
2019
Q3
$54M Buy
251,286
+4,607
+2% +$989K 0.19% 121
2019
Q2
$51.2M Sell
246,679
-2,942
-1% -$611K 0.18% 129
2019
Q1
$47.4M Sell
249,621
-4,121
-2% -$783K 0.18% 134
2018
Q4
$45.1M Buy
253,742
+5,629
+2% +$1,000K 0.2% 130
2018
Q3
$41.5M Sell
248,113
-6,432
-3% -$1.08M 0.16% 148
2018
Q2
$39.9M Sell
254,545
-5,403
-2% -$847K 0.16% 144
2018
Q1
$40.7M Sell
259,948
-12,626
-5% -$1.97M 0.18% 141
2017
Q4
$46.9M Buy
272,574
+140,700
+107% +$24.2M 0.2% 136
2017
Q3
$20.7M Buy
131,874
+36,594
+38% +$5.73M 0.09% 189
2017
Q2
$14.6M Sell
95,280
-228
-0.2% -$34.9K 0.09% 168
2017
Q1
$12.4M Sell
95,508
-1,642
-2% -$213K 0.08% 189
2016
Q4
$11.8M Sell
97,150
-3,362
-3% -$409K 0.08% 193
2016
Q3
$11.6M Buy
100,512
+4,438
+5% +$512K 0.08% 191
2016
Q2
$11.6M Buy
96,074
+306
+0.3% +$36.8K 0.08% 181
2016
Q1
$12M Buy
95,768
+283
+0.3% +$35.6K 0.09% 166
2015
Q4
$11.3M Sell
95,485
-2,338
-2% -$276K 0.09% 181
2015
Q3
$9.64M Sell
97,823
-4,472
-4% -$441K 0.08% 195
2015
Q2
$9.73M Buy
102,295
+125
+0.1% +$11.9K 0.07% 213
2015
Q1
$9.96M Sell
102,170
-1,339
-1% -$130K 0.07% 201
2014
Q4
$9.7M Sell
103,509
-33,884
-25% -$3.17M 0.07% 192
2014
Q3
$13M Sell
137,393
-44,043
-24% -$4.18M 0.1% 159
2014
Q2
$18.3M Sell
181,436
-577,848
-76% -$58.2M 0.15% 137
2014
Q1
$74.1M Buy
+759,284
New +$74.1M 0.63% 47