CAM
CPA Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Hold |
10,916
| – | – | 1.34% | 19 |
|
|
2025
Q1 | $3.41M | Hold |
10,916
| – | – | 1.5% | 19 |
|
|
2024
Q4 | $3.16M | Hold |
10,916
| – | – | 1.47% | 18 |
|
|
2024
Q3 | $3.32M | Sell |
10,916
-100
| -0.9% | -$30.5K | 1.6% | 17 |
|
|
2024
Q2 | $2.81M | Hold |
11,016
| – | – | 1.5% | 16 |
|
|
2024
Q1 | $3.11M | Hold |
11,016
| – | – | 1.74% | 15 |
|
|
2023
Q4 | $3.27M | Sell |
11,016
-86
| -0.8% | -$25.5K | 1.99% | 12 |
|
|
2023
Q3 | $2.92M | Hold |
11,102
| – | – | 2.05% | 13 |
|
|
2023
Q2 | $3.31M | Hold |
11,102
| – | – | 2.38% | 9 |
|
|
2023
Q1 | $3.1M | Hold |
11,102
| – | – | 2.32% | 9 |
|
|
2022
Q4 | $2.93M | Buy |
+11,102
| New | +$2.93M | 2.24% | 10 |
|