CAM
Concorde Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $250K | Buy |
820
+115
| +16% | +$35K | 0.13% | 140 |
|
|
2024
Q4 | $204K | Sell |
705
-865
| -55% | -$251K | 0.11% | 171 |
|
|
2024
Q3 | $478K | Buy |
1,570
+346
| +28% | +$105K | 0.27% | 67 |
|
|
2024
Q2 | $312K | Sell |
1,224
-239
| -16% | -$60.9K | 0.19% | 98 |
|
|
2024
Q1 | $412K | Sell |
1,463
-32
| -2% | -$9.02K | 0.28% | 62 |
|
|
2023
Q4 | $443K | Buy |
1,495
+36
| +2% | +$10.7K | 0.3% | 60 |
|
|
2023
Q3 | $384K | Sell |
1,459
-68
| -4% | -$17.9K | 0.35% | 64 |
|
|
2023
Q2 | $456K | Buy |
1,527
+273
| +22% | +$81.5K | 0.42% | 48 |
|
|
2023
Q1 | $351K | Sell |
1,254
-228
| -15% | -$63.8K | 0.42% | 45 |
|
|
2022
Q4 | $390K | Buy |
1,482
+2
| +0.1% | +$527 | 0.35% | 71 |
|
|
2022
Q3 | $341K | Buy |
+1,480
| New | +$341K | 0.38% | 76 |
|
|
2019
Q3 | – | Sell |
-1,105
| Closed | -$229K | – | 187 |
|
|
2019
Q2 | $229K | Sell |
1,105
-128
| -10% | -$26.5K | 0.13% | 191 |
|
|
2019
Q1 | $234K | Buy |
+1,233
| New | +$234K | 0.15% | 175 |
|
|
2018
Q3 | – | Sell |
-1,511
| Closed | -$237K | – | 149 |
|
|
2018
Q2 | $237K | Sell |
1,511
-159
| -10% | -$24.9K | 0.27% | 103 |
|
|
2018
Q1 | $272K | Buy |
1,670
+25
| +2% | +$4.07K | 0.33% | 89 |
|
|
2017
Q4 | $283K | Sell |
1,645
-555
| -25% | -$95.5K | 0.36% | 89 |
|
|
2017
Q3 | $345K | Buy |
2,200
+258
| +13% | +$40.5K | 0.3% | 96 |
|
|
2017
Q2 | $298K | Sell |
1,942
-453
| -19% | -$69.5K | 0.4% | 89 |
|
|
2017
Q1 | $311K | Buy |
2,395
+287
| +14% | +$37.3K | 0.51% | 72 |
|
|
2016
Q4 | $257K | Buy |
2,108
+132
| +7% | +$16.1K | 0.46% | 80 |
|
|
2016
Q3 | $229K | Sell |
1,976
-118
| -6% | -$13.7K | 0.29% | 100 |
|
|
2016
Q2 | $252K | Buy |
+2,094
| New | +$252K | 0.25% | 106 |
|
|
2015
Q2 | – | Sell |
-2,681
| Closed | -$260K | – | 115 |
|
|
2015
Q1 | $260K | Buy |
+2,681
| New | +$260K | 0.3% | 87 |
|