CBA
Coastal Bridge Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Buy |
+12,859
| New | +$3.76M | 0.31% | 88 |
|
|
2025
Q1 | – | Sell |
-3,638
| Closed | -$1.05M | – | 343 |
|
|
2024
Q4 | $1.05M | Sell |
3,638
-30
| -0.8% | -$8.7K | 0.27% | 63 |
|
|
2024
Q3 | $1.12M | Buy |
3,668
+3
| +0.1% | +$913 | 0.28% | 61 |
|
|
2024
Q2 | $934K | Buy |
3,665
+7
| +0.2% | +$1.78K | 0.23% | 65 |
|
|
2024
Q1 | $1.03M | Buy |
3,658
+2
| +0.1% | +$564 | 0.24% | 66 |
|
|
2023
Q4 | $1.08M | Buy |
3,656
+12
| +0.3% | +$3.56K | 0.28% | 61 |
|
|
2023
Q3 | $960K | Buy |
3,644
+112
| +3% | +$29.5K | 0.26% | 63 |
|
|
2023
Q2 | $1.05M | Buy |
3,532
+2
| +0.1% | +$597 | 0.26% | 60 |
|
|
2023
Q1 | $987K | Sell |
3,530
-33
| -0.9% | -$9.23K | 0.25% | 60 |
|
|
2022
Q4 | $939K | Buy |
3,563
+37
| +1% | +$9.75K | 0.27% | 62 |
|
|
2022
Q3 | $814K | Buy |
3,526
+702
| +25% | +$162K | 0.22% | 63 |
|
|
2022
Q2 | $697K | Buy |
2,824
+1
| +0% | +$247 | 0.21% | 69 |
|
|
2022
Q1 | $698K | Buy |
2,823
+1
| +0% | +$247 | 0.16% | 73 |
|
|
2021
Q4 | $757K | Buy |
2,822
+125
| +5% | +$33.5K | 0.16% | 77 |
|
|
2021
Q3 | $650K | Hold |
2,697
| – | – | 0.15% | 70 |
|
|
2021
Q2 | $623K | Buy |
2,697
+32
| +1% | +$7.39K | 0.13% | 76 |
|
|
2021
Q1 | $597K | Buy |
2,665
+1,248
| +88% | +$280K | 0.11% | 75 |
|
|
2020
Q4 | $304K | Sell |
1,417
-551
| -28% | -$118K | 0.06% | 99 |
|
|
2020
Q3 | $432K | Sell |
1,968
-54
| -3% | -$11.9K | 0.13% | 75 |
|
|
2020
Q2 | $373K | Hold |
2,022
| – | – | 0.12% | 83 |
|
|
2020
Q1 | $334K | Buy |
2,022
+58
| +3% | +$9.58K | 0.12% | 86 |
|
|
2019
Q4 | $388K | Sell |
1,964
-40
| -2% | -$7.9K | 0.1% | 83 |
|
|
2019
Q3 | $430K | Buy |
2,004
+57
| +3% | +$12.2K | 0.15% | 87 |
|
|
2019
Q2 | $404K | Sell |
1,947
-51
| -3% | -$10.6K | 0.12% | 84 |
|
|
2019
Q1 | $379K | Buy |
1,998
+58
| +3% | +$11K | 0.13% | 82 |
|
|
2018
Q4 | $345K | Buy |
1,940
+3
| +0.2% | +$534 | 0.14% | 84 |
|
|
2018
Q3 | $324K | Buy |
1,937
+3
| +0.2% | +$502 | 0.12% | 91 |
|
|
2018
Q2 | $303K | Buy |
1,934
+4
| +0.2% | +$627 | 0.12% | 92 |
|
|
2018
Q1 | $302K | Sell |
1,930
-997
| -34% | -$156K | 0.11% | 89 |
|
|
2017
Q4 | $507K | Sell |
2,927
-937
| -24% | -$162K | 0.16% | 65 |
|
|
2017
Q3 | $605K | Buy |
3,864
+3
| +0.1% | +$470 | 0.2% | 58 |
|
|
2017
Q2 | $591K | Buy |
3,861
+152
| +4% | +$23.3K | 0.2% | 57 |
|
|
2017
Q1 | $481K | Buy |
3,709
+4
| +0.1% | +$519 | 0.16% | 54 |
|
|
2016
Q4 | $451K | Buy |
3,705
+454
| +14% | +$55.3K | 0.18% | 53 |
|
|
2016
Q3 | $375K | Buy |
3,251
+4
| +0.1% | +$461 | 0.18% | 44 |
|
|
2016
Q2 | $391K | Hold |
3,247
| – | – | 0.2% | 42 |
|
|
2016
Q1 | $408K | Sell |
3,247
-9
| -0.3% | -$1.13K | 0.29% | 37 |
|
|
2015
Q4 | $385K | Buy |
+3,256
| New | +$385K | 0.21% | 39 |
|