CWM
Collaborative Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
10,968
-9
| -0.1% | -$2.63K | 1.4% | 18 |
|
|
2025
Q1 | $3.43M | Buy |
10,977
+5
| +0% | +$1.56K | 1.6% | 17 |
|
|
2024
Q4 | $3.18M | Sell |
10,972
-462
| -4% | -$134K | 1.44% | 19 |
|
|
2024
Q3 | $3.48M | Buy |
11,434
+4
| +0% | +$1.22K | 1.57% | 19 |
|
|
2024
Q2 | $2.91M | Sell |
11,430
-61
| -0.5% | -$15.5K | 1.42% | 19 |
|
|
2024
Q1 | $3.24M | Hold |
11,491
| – | – | 1.62% | 17 |
|
|
2023
Q4 | $3.41M | Sell |
11,491
-119
| -1% | -$35.3K | 1.85% | 15 |
|
|
2023
Q3 | $3.06M | Buy |
11,610
+10,783
| +1,304% | +$2.84M | 1.82% | 15 |
|
|
2023
Q2 | $247K | Sell |
827
-42
| -5% | -$12.5K | 0.15% | 139 |
|
|
2023
Q1 | $243K | Buy |
869
+1
| +0.1% | +$279 | 0.15% | 147 |
|
|
2022
Q4 | $229K | Hold |
868
| – | – | 0.15% | 157 |
|
|
2022
Q3 | $200K | Hold |
868
| – | – | 0.14% | 160 |
|
|
2022
Q2 | $214K | Buy |
+868
| New | +$214K | 0.14% | 173 |
|
|
2021
Q4 | $233K | Buy |
+868
| New | +$233K | 0.13% | 181 |
|
|
2021
Q1 | $215K | Buy |
+868
| New | +$215K | 0.12% | 178 |
|