CWM
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Cranbrook Wealth Management’s McDonald's MCD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$335K Hold
1,148
0.07% 94
2025
Q1
$359K Sell
1,148
-47
-4% -$14.7K 0.08% 90
2024
Q4
$346K Sell
1,195
-221
-16% -$64.1K 0.08% 93
2024
Q3
$431K Sell
1,416
-38
-3% -$11.6K 0.1% 89
2024
Q2
$371K Sell
1,454
-323
-18% -$82.3K 0.09% 88
2024
Q1
$501K Hold
1,777
0.13% 65
2023
Q4
$527K Hold
1,777
0.14% 62
2023
Q3
$468K Hold
1,777
0.14% 63
2023
Q2
$530K Sell
1,777
-54
-3% -$16.1K 0.15% 64
2023
Q1
$512K Sell
1,831
-37
-2% -$10.3K 0.15% 65
2022
Q4
$492K Hold
1,868
0.13% 66
2022
Q3
$431K Hold
1,868
0.11% 72
2022
Q2
$461K Hold
1,868
0.12% 71
2022
Q1
$462K Hold
1,868
0.1% 80
2021
Q4
$501K Hold
1,868
0.11% 80
2021
Q3
$450K Hold
1,868
0.1% 79
2021
Q2
$431K Sell
1,868
-14
-0.7% -$3.23K 0.1% 79
2021
Q1
$422K Buy
1,882
+14
+0.7% +$3.14K 0.1% 77
2020
Q4
$401K Hold
1,868
0.1% 73
2020
Q3
$410K Hold
1,868
0.12% 67
2020
Q2
$345K Hold
1,868
0.1% 71
2020
Q1
$309K Sell
1,868
-25
-1% -$4.14K 0.11% 68
2019
Q4
$374K Hold
1,893
0.1% 69
2019
Q3
$406K Buy
1,893
+78
+4% +$16.7K 0.12% 67
2019
Q2
$377K Buy
1,815
+1,000
+123% +$208K 0.11% 68
2019
Q1
$155K Hold
815
0.05% 86
2018
Q4
$145K Hold
815
0.05% 83
2018
Q3
$136K Hold
815
0.05% 82
2018
Q2
$128K Hold
815
0.05% 80
2018
Q1
$127K Hold
815
0.05% 81
2017
Q4
$140K Hold
815
0.06% 76
2017
Q3
$128K Hold
815
0.05% 76
2017
Q2
$125K Hold
815
0.05% 77
2017
Q1
$106K Hold
815
0.05% 78
2016
Q4
$99K Hold
815
0.05% 82
2016
Q3
$94K Hold
815
0.05% 81
2016
Q2
$98K Hold
815
0.05% 78
2016
Q1
$102K Hold
815
0.05% 76
2015
Q4
$96K Hold
815
0.05% 76
2015
Q3
$80K Hold
815
0.05% 85
2015
Q2
$77K Hold
815
0.04% 90
2015
Q1
$79K Hold
815
0.05% 89
2014
Q4
$76K Hold
815
0.05% 94
2014
Q3
$77K Hold
815
0.05% 73
2014
Q2
$82K Hold
815
0.05% 71
2014
Q1
$80K Hold
815
0.06% 73
2013
Q4
$79K Buy
+815
New +$79K 0.05% 91