CAMV
Concord Asset Management (Virginia)’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
7,310
+1,111
| +18% | +$325K | 0.32% | 80 |
|
|
2025
Q1 | $1.97M | Sell |
6,199
-1,677
| -21% | -$534K | 0.44% | 63 |
|
|
2024
Q4 | $2.28M | Sell |
7,876
-613
| -7% | -$178K | 0.5% | 52 |
|
|
2024
Q3 | $2.58M | Buy |
8,489
+913
| +12% | +$278K | 0.58% | 47 |
|
|
2024
Q2 | $1.93M | Buy |
7,576
+947
| +14% | +$241K | 0.48% | 51 |
|
|
2024
Q1 | $1.87M | Buy |
6,629
+1,249
| +23% | +$352K | 0.49% | 49 |
|
|
2023
Q4 | $1.6M | Buy |
5,380
+1,947
| +57% | +$577K | 0.47% | 48 |
|
|
2023
Q3 | $904K | Buy |
3,433
+709
| +26% | +$187K | 0.3% | 55 |
|
|
2023
Q2 | $813K | Buy |
2,724
+462
| +20% | +$138K | 0.29% | 48 |
|
|
2023
Q1 | $633K | Buy |
2,262
+1,272
| +128% | +$356K | 0.26% | 48 |
|
|
2022
Q4 | $261K | Buy |
+990
| New | +$261K | 0.18% | 45 |
|