CAG
Crestwood Advisors Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.5M | Sell |
32,506
-344
| -1% | -$101K | 0.17% | 103 |
|
|
2025
Q1 | $10.3M | Buy |
32,850
+6,363
| +24% | +$1.99M | 0.2% | 95 |
|
|
2024
Q4 | $7.68M | Sell |
26,487
-404
| -2% | -$117K | 0.14% | 112 |
|
|
2024
Q3 | $8.19M | Sell |
26,891
-530
| -2% | -$161K | 0.16% | 106 |
|
|
2024
Q2 | $6.99M | Sell |
27,421
-1,766
| -6% | -$450K | 0.14% | 108 |
|
|
2024
Q1 | $8.23M | Sell |
29,187
-4,363
| -13% | -$1.23M | 0.18% | 95 |
|
|
2023
Q4 | $9.95M | Buy |
33,550
+6,232
| +23% | +$1.85M | 0.23% | 86 |
|
|
2023
Q3 | $7.2M | Buy |
27,318
+739
| +3% | +$195K | 0.19% | 94 |
|
|
2023
Q2 | $7.93M | Sell |
26,579
-378
| -1% | -$113K | 0.25% | 70 |
|
|
2023
Q1 | $7.54M | Buy |
26,957
+1,304
| +5% | +$365K | 0.25% | 73 |
|
|
2022
Q4 | $6.76M | Sell |
25,653
-2,086
| -8% | -$550K | 0.23% | 78 |
|
|
2022
Q3 | $6.4M | Buy |
27,739
+671
| +2% | +$155K | 0.23% | 78 |
|
|
2022
Q2 | $6.68M | Buy |
27,068
+55
| +0.2% | +$13.6K | 0.22% | 78 |
|
|
2022
Q1 | $6.68M | Sell |
27,013
-294
| -1% | -$72.7K | 0.19% | 83 |
|
|
2021
Q4 | $7.32M | Sell |
27,307
-301
| -1% | -$80.7K | 0.19% | 86 |
|
|
2021
Q3 | $6.66M | Sell |
27,608
-98
| -0.4% | -$23.6K | 0.19% | 87 |
|
|
2021
Q2 | $6.4M | Sell |
27,706
-642
| -2% | -$148K | 0.19% | 91 |
|
|
2021
Q1 | $6.35M | Buy |
28,348
+1,015
| +4% | +$228K | 0.2% | 88 |
|
|
2020
Q4 | $5.87M | Sell |
27,333
-723
| -3% | -$155K | 0.19% | 92 |
|
|
2020
Q3 | $6.16M | Buy |
28,056
+74
| +0.3% | +$16.2K | 0.23% | 83 |
|
|
2020
Q2 | $5.16M | Buy |
27,982
+378
| +1% | +$69.7K | 0.21% | 87 |
|
|
2020
Q1 | $4.56M | Sell |
27,604
-49
| -0.2% | -$8.1K | 0.23% | 86 |
|
|
2019
Q4 | $5.47M | Sell |
27,653
-468
| -2% | -$92.5K | 0.22% | 92 |
|
|
2019
Q3 | $6.04M | Buy |
28,121
+133
| +0.5% | +$28.6K | 0.27% | 83 |
|
|
2019
Q2 | $5.81M | Buy |
27,988
+22,148
| +379% | +$4.6M | 0.26% | 81 |
|
|
2019
Q1 | $1.11M | Sell |
5,840
-386
| -6% | -$73.3K | 0.08% | 79 |
|
|
2018
Q4 | $1.11M | Sell |
6,226
-42
| -0.7% | -$7.46K | 0.09% | 73 |
|
|
2018
Q3 | $1.05M | Hold |
6,268
| – | – | 0.07% | 77 |
|
|
2018
Q2 | $991K | Buy |
6,268
+81
| +1% | +$12.8K | 0.07% | 77 |
|
|
2018
Q1 | $968K | Sell |
6,187
-1,592
| -20% | -$249K | 0.08% | 76 |
|
|
2017
Q4 | $1.34M | Buy |
7,779
+1,590
| +26% | +$274K | 0.11% | 73 |
|
|
2017
Q3 | $970K | Sell |
6,189
-55
| -0.9% | -$8.62K | 0.08% | 76 |
|
|
2017
Q2 | $973K | Sell |
6,244
-106
| -2% | -$16.5K | 0.08% | 77 |
|
|
2017
Q1 | $897K | Buy |
6,350
+168
| +3% | +$23.7K | 0.08% | 76 |
|
|
2016
Q4 | $752K | Sell |
6,182
-75
| -1% | -$9.12K | 0.07% | 82 |
|
|
2016
Q3 | $722K | Sell |
6,257
-150
| -2% | -$17.3K | 0.09% | 67 |
|
|
2016
Q2 | $771K | Hold |
6,407
| – | – | 0.1% | 66 |
|
|
2016
Q1 | $805K | Sell |
6,407
-998
| -13% | -$125K | 0.1% | 73 |
|
|
2015
Q4 | $875K | Sell |
7,405
-666
| -8% | -$78.7K | 0.11% | 74 |
|
|
2015
Q3 | $795K | Buy |
8,071
+246
| +3% | +$24.2K | 0.1% | 71 |
|
|
2015
Q2 | $744K | Sell |
7,825
-959
| -11% | -$91.2K | 0.1% | 74 |
|
|
2015
Q1 | $856K | Sell |
8,784
-2,420
| -22% | -$236K | 0.12% | 60 |
|
|
2014
Q4 | $1.05M | Sell |
11,204
-1,022
| -8% | -$95.8K | 0.16% | 56 |
|
|
2014
Q3 | $1.16M | Sell |
12,226
-12,803
| -51% | -$1.21M | 0.18% | 51 |
|
|
2014
Q2 | $2.52M | Sell |
25,029
-858
| -3% | -$86.4K | 0.4% | 46 |
|
|
2014
Q1 | $2.54M | Buy |
25,887
+10,347
| +67% | +$1.01M | 0.41% | 47 |
|
|
2013
Q4 | $1.51M | Buy |
15,540
+349
| +2% | +$33.9K | 0.24% | 50 |
|
|
2013
Q3 | $1.46M | Sell |
15,191
-233
| -2% | -$22.4K | 0.26% | 50 |
|
|
2013
Q2 | $1.53M | Buy |
+15,424
| New | +$1.53M | 0.28% | 49 |
|