CAM
Cypress Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Hold |
7,150
| – | – | 0.5% | 47 |
|
|
2025
Q1 | $2.23M | Sell |
7,150
-275
| -4% | -$85.9K | 0.6% | 43 |
|
|
2024
Q4 | $2.18M | Sell |
7,425
-118
| -2% | -$34.7K | 0.54% | 47 |
|
|
2024
Q3 | $2.3M | Buy |
7,543
+100
| +1% | +$30.5K | 0.57% | 47 |
|
|
2024
Q2 | $1.96M | Buy |
7,443
+10
| +0.1% | +$2.63K | 0.5% | 51 |
|
|
2024
Q1 | $2.17M | Sell |
7,433
-307
| -4% | -$89.5K | 0.59% | 48 |
|
|
2023
Q4 | $2.29M | Sell |
7,740
-30
| -0.4% | -$8.9K | 0.69% | 42 |
|
|
2023
Q3 | $2.05M | Buy |
7,770
+250
| +3% | +$65.9K | 0.68% | 43 |
|
|
2023
Q2 | $2.24M | Sell |
7,520
-265
| -3% | -$79.1K | 0.72% | 44 |
|
|
2023
Q1 | $2.18M | Sell |
7,785
-35
| -0.4% | -$9.79K | 0.75% | 42 |
|
|
2022
Q4 | $2.06M | Sell |
7,820
-265
| -3% | -$69.8K | 0.75% | 46 |
|
|
2022
Q3 | $1.87M | Hold |
8,085
| – | – | 0.71% | 45 |
|
|
2022
Q2 | $2M | Hold |
8,085
| – | – | 0.71% | 46 |
|
|
2022
Q1 | $2M | Sell |
8,085
-1,015
| -11% | -$251K | 0.59% | 53 |
|
|
2021
Q4 | $2.44M | Sell |
9,100
-515
| -5% | -$138K | 0.58% | 58 |
|
|
2021
Q3 | $2.32M | Hold |
9,615
| – | – | 0.6% | 53 |
|
|
2021
Q2 | $2.22M | Sell |
9,615
-145
| -1% | -$33.5K | 0.57% | 56 |
|
|
2021
Q1 | $2.19M | Buy |
9,760
+50
| +0.5% | +$11.2K | 0.61% | 57 |
|
|
2020
Q4 | $2.08M | Sell |
9,710
-45
| -0.5% | -$9.66K | 0.58% | 57 |
|
|
2020
Q3 | $2.14M | Sell |
9,755
-100
| -1% | -$21.9K | 0.67% | 54 |
|
|
2020
Q2 | $1.82M | Sell |
9,855
-315
| -3% | -$58.1K | 0.61% | 56 |
|
|
2020
Q1 | $1.68M | Sell |
10,170
-230
| -2% | -$38K | 0.73% | 48 |
|
|
2019
Q4 | $2.06M | Sell |
10,400
-2,410
| -19% | -$476K | 0.7% | 48 |
|
|
2019
Q3 | $2.75M | Sell |
12,810
-260
| -2% | -$55.8K | 0.95% | 31 |
|
|
2019
Q2 | $2.71M | Sell |
13,070
-85
| -0.6% | -$17.7K | 0.93% | 34 |
|
|
2019
Q1 | $2.5M | Sell |
13,155
-1,110
| -8% | -$211K | 0.85% | 37 |
|
|
2018
Q4 | $2.53M | Sell |
14,265
-975
| -6% | -$173K | 0.95% | 32 |
|
|
2018
Q3 | $2.55M | Sell |
15,240
-1,560
| -9% | -$261K | 0.75% | 44 |
|
|
2018
Q2 | $2.63M | Buy |
16,800
+555
| +3% | +$87K | 0.78% | 43 |
|
|
2018
Q1 | $2.54M | Sell |
16,245
-8,359
| -34% | -$1.31M | 0.74% | 46 |
|
|
2017
Q4 | $4.24M | Sell |
24,604
-1,340
| -5% | -$231K | 0.91% | 38 |
|
|
2017
Q3 | $4.07M | Sell |
25,944
-2,330
| -8% | -$365K | 0.87% | 38 |
|
|
2017
Q2 | $4.33M | Buy |
28,274
+16,315
| +136% | +$2.5M | 0.89% | 38 |
|
|
2017
Q1 | $1.55M | Sell |
11,959
-800
| -6% | -$104K | 0.3% | 88 |
|
|
2016
Q4 | $1.55M | Sell |
12,759
-31
| -0.2% | -$3.77K | 0.3% | 87 |
|
|
2016
Q3 | $1.48M | Sell |
12,790
-350
| -3% | -$40.4K | 0.29% | 88 |
|
|
2016
Q2 | $1.58M | Sell |
13,140
-602
| -4% | -$72.4K | 0.31% | 89 |
|
|
2016
Q1 | $1.73M | Sell |
13,742
-299
| -2% | -$37.6K | 0.35% | 82 |
|
|
2015
Q4 | $1.66M | Buy |
14,041
+2,689
| +24% | +$318K | 0.33% | 82 |
|
|
2015
Q3 | $1.12M | Sell |
11,352
-21,368
| -65% | -$2.11M | 0.24% | 97 |
|
|
2015
Q2 | $3.11M | Sell |
32,720
-2,748
| -8% | -$261K | 0.58% | 55 |
|
|
2015
Q1 | $3.46M | Sell |
35,468
-8,587
| -19% | -$837K | 0.65% | 55 |
|
|
2014
Q4 | $4.13M | Sell |
44,055
-19,640
| -31% | -$1.84M | 0.76% | 48 |
|
|
2014
Q3 | $6.04M | Sell |
63,695
-3,506
| -5% | -$332K | 1.09% | 28 |
|
|
2014
Q2 | $6.77M | Sell |
67,201
-5,945
| -8% | -$599K | 1.17% | 26 |
|
|
2014
Q1 | $7.17M | Sell |
73,146
-6,758
| -8% | -$663K | 1.3% | 22 |
|
|
2013
Q4 | $7.75M | Sell |
79,904
-1,324
| -2% | -$128K | 1.35% | 22 |
|
|
2013
Q3 | $7.82M | Sell |
81,228
-2,438
| -3% | -$235K | 1.45% | 22 |
|
|
2013
Q2 | $8.28M | Buy |
+83,666
| New | +$8.28M | 1.54% | 20 |
|