CAM
Columbia Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Sell |
16,510
-80
| -0.5% | -$23.4K | 0.95% | 31 |
|
|
2025
Q1 | $5.18M | Sell |
16,590
-49
| -0.3% | -$15.3K | 1.01% | 30 |
|
|
2024
Q4 | $4.82M | Sell |
16,639
-374
| -2% | -$108K | 0.88% | 32 |
|
|
2024
Q3 | $5.18M | Sell |
17,013
-543
| -3% | -$165K | 0.9% | 34 |
|
|
2024
Q2 | $4.47M | Sell |
17,556
-1,571
| -8% | -$400K | 0.83% | 35 |
|
|
2024
Q1 | $5.67M | Hold |
19,127
| – | – | 1.15% | 24 |
|
|
2023
Q4 | $5.67M | Sell |
19,127
-231
| -1% | -$68.5K | 1.15% | 24 |
|
|
2023
Q3 | $5.1M | Sell |
19,358
-14
| -0.1% | -$3.69K | 1.13% | 28 |
|
|
2023
Q2 | $5.78M | Buy |
19,372
+140
| +0.7% | +$41.8K | 1.23% | 20 |
|
|
2023
Q1 | $5.38M | Buy |
19,232
+76
| +0.4% | +$21.2K | 1.21% | 23 |
|
|
2022
Q4 | $5.05M | Sell |
19,156
-180
| -0.9% | -$47.4K | 1.23% | 26 |
|
|
2022
Q3 | $4.46M | Sell |
19,336
-195
| -1% | -$45K | 1.17% | 26 |
|
|
2022
Q2 | $4.82M | Buy |
+19,531
| New | +$4.82M | 1.22% | 25 |
|
|
2021
Q4 | $5.58M | Sell |
20,811
-1,237
| -6% | -$332K | 1.13% | 25 |
|
|
2021
Q3 | $5.32M | Sell |
22,048
-64
| -0.3% | -$15.4K | 1.16% | 24 |
|
|
2021
Q2 | $5.11M | Sell |
22,112
-15,009
| -40% | -$3.47M | 1.13% | 27 |
|
|
2021
Q1 | $8.32M | Buy |
37,121
+109
| +0.3% | +$24.4K | 1.51% | 19 |
|
|
2020
Q4 | $7.94M | Buy |
37,012
+159
| +0.4% | +$34.1K | 1.6% | 16 |
|
|
2020
Q3 | $8.09M | Sell |
36,853
-1,683
| -4% | -$369K | 1.85% | 13 |
|
|
2020
Q2 | $7.11M | Buy |
38,536
+58
| +0.2% | +$10.7K | 1.7% | 15 |
|
|
2020
Q1 | $6.36M | Buy |
38,478
+689
| +2% | +$114K | 1.57% | 16 |
|
|
2019
Q4 | $74.7K | Buy |
37,789
+1,174
| +3% | +$2.32K | 1.8% | 14 |
|
|
2019
Q3 | $7.86M | Sell |
36,615
-232
| -0.6% | -$49.8K | 2.05% | 14 |
|
|
2019
Q2 | $7.65M | Sell |
36,847
-769
| -2% | -$160K | 2.01% | 14 |
|
|
2019
Q1 | $7.14M | Sell |
37,616
-24
| -0.1% | -$4.56K | 1.91% | 16 |
|
|
2018
Q4 | $6.68M | Buy |
37,640
+1,095
| +3% | +$194K | 2.03% | 14 |
|
|
2018
Q3 | $6.11M | Sell |
36,545
-117
| -0.3% | -$19.6K | 1.6% | 18 |
|
|
2018
Q2 | $5.75M | Sell |
36,662
-254
| -0.7% | -$39.8K | 1.67% | 18 |
|
|
2018
Q1 | $5.77M | Sell |
36,916
-774
| -2% | -$121K | 1.69% | 17 |
|
|
2017
Q4 | $6.49M | Sell |
37,690
-154
| -0.4% | -$26.5K | 1.86% | 12 |
|
|
2017
Q3 | $5.93M | Sell |
37,844
-304
| -0.8% | -$47.6K | 1.82% | 13 |
|
|
2017
Q2 | $5.84M | Sell |
38,148
-215
| -0.6% | -$32.9K | 1.88% | 12 |
|
|
2017
Q1 | $4.97M | Sell |
38,363
-309
| -0.8% | -$40K | 1.66% | 14 |
|
|
2016
Q4 | $4.71M | Buy |
38,672
+45
| +0.1% | +$5.48K | 1.59% | 16 |
|
|
2016
Q3 | $4.46M | Sell |
38,627
-1,016
| -3% | -$117K | 1.56% | 15 |
|
|
2016
Q2 | $4.77M | Sell |
39,643
-459
| -1% | -$55.2K | 1.7% | 13 |
|
|
2016
Q1 | $5.04M | Sell |
40,102
-1,734
| -4% | -$218K | 1.85% | 13 |
|
|
2015
Q4 | $4.94M | Sell |
41,836
-38
| -0.1% | -$4.49K | 1.98% | 11 |
|
|
2015
Q3 | $4.13M | Buy |
41,874
+552
| +1% | +$54.4K | 1.68% | 15 |
|
|
2015
Q2 | $3.93M | Sell |
41,322
-870
| -2% | -$82.7K | 1.5% | 15 |
|
|
2015
Q1 | $4.11M | Sell |
42,192
-2,863
| -6% | -$279K | 1.55% | 14 |
|
|
2014
Q4 | $4.22M | Sell |
45,055
-444
| -1% | -$41.6K | 1.63% | 14 |
|
|
2014
Q3 | $4.31M | Sell |
45,499
-145
| -0.3% | -$13.7K | 1.74% | 12 |
|
|
2014
Q2 | $4.6M | Buy |
45,644
+76
| +0.2% | +$7.66K | 1.86% | 10 |
|
|
2014
Q1 | $4.47M | Buy |
45,568
+906
| +2% | +$88.8K | 1.94% | 10 |
|
|
2013
Q4 | $4.33M | Buy |
+44,662
| New | +$4.33M | 1.92% | 11 |
|