DWM
Destination Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Sell |
80,178
-1,687
| -2% | -$493K | 0.69% | 54 |
|
|
2025
Q1 | $25.6M | Sell |
81,865
-212
| -0.3% | -$66.2K | 0.81% | 44 |
|
|
2024
Q4 | $23.8M | Sell |
82,077
-1,354
| -2% | -$393K | 0.74% | 49 |
|
|
2024
Q3 | $25.4M | Buy |
83,431
+1,277
| +2% | +$389K | 0.79% | 48 |
|
|
2024
Q2 | $20.9M | Buy |
82,154
+107
| +0.1% | +$27.3K | 0.69% | 56 |
|
|
2024
Q1 | $23.1M | Sell |
82,047
-239
| -0.3% | -$67.4K | 0.77% | 50 |
|
|
2023
Q4 | $24.4M | Sell |
82,286
-628
| -0.8% | -$186K | 0.85% | 41 |
|
|
2023
Q3 | $21.8M | Sell |
82,914
-780
| -0.9% | -$205K | 0.85% | 39 |
|
|
2023
Q2 | $25M | Sell |
83,694
-2,329
| -3% | -$695K | 0.93% | 34 |
|
|
2023
Q1 | $24.1M | Sell |
86,023
-1,444
| -2% | -$404K | 0.91% | 34 |
|
|
2022
Q4 | $23.1M | Sell |
87,467
-2,667
| -3% | -$703K | 0.92% | 38 |
|
|
2022
Q3 | $20.8M | Sell |
90,134
-769
| -0.8% | -$177K | 0.87% | 37 |
|
|
2022
Q2 | $22.4M | Sell |
90,903
-723
| -0.8% | -$178K | 0.91% | 38 |
|
|
2022
Q1 | $22.7M | Buy |
91,626
+786
| +0.9% | +$194K | 0.84% | 41 |
|
|
2021
Q4 | $24.4M | Buy |
90,840
+1,114
| +1% | +$299K | 0.86% | 40 |
|
|
2021
Q3 | $21.6M | Buy |
89,726
+1,247
| +1% | +$301K | 0.84% | 41 |
|
|
2021
Q2 | $20.4M | Buy |
88,479
+1,415
| +2% | +$327K | 0.79% | 42 |
|
|
2021
Q1 | $19.5M | Buy |
87,064
+761
| +0.9% | +$171K | 0.81% | 42 |
|
|
2020
Q4 | $18.5M | Buy |
86,303
+2,005
| +2% | +$430K | 0.81% | 43 |
|
|
2020
Q3 | $18.5M | Sell |
84,298
-274
| -0.3% | -$60.1K | 0.94% | 36 |
|
|
2020
Q2 | $15.6M | Buy |
84,572
+30,068
| +55% | +$5.55M | 0.84% | 46 |
|
|
2020
Q1 | $9.01M | Buy |
54,504
+52,253
| +2,321% | +$8.64M | 0.55% | 50 |
|
|
2019
Q4 | $445K | Sell |
2,251
-129
| -5% | -$25.5K | 0.02% | 120 |
|
|
2019
Q3 | $511K | Buy |
2,380
+1,277
| +116% | +$274K | 0.03% | 111 |
|
|
2019
Q2 | $229K | Sell |
1,103
-180
| -14% | -$37.4K | 0.01% | 138 |
|
|
2019
Q1 | $244K | Buy |
1,283
+50
| +4% | +$9.51K | 0.01% | 134 |
|
|
2018
Q4 | $219K | Buy |
1,233
+135
| +12% | +$24K | 0.01% | 138 |
|
|
2018
Q3 | $184K | Sell |
1,098
-353
| -24% | -$59.2K | 0.01% | 158 |
|
|
2018
Q2 | $227K | Buy |
1,451
+263
| +22% | +$41.1K | 0.01% | 131 |
|
|
2018
Q1 | $186K | Sell |
1,188
-575
| -33% | -$90K | 0.01% | 145 |
|
|
2017
Q4 | $303K | Sell |
1,763
-48
| -3% | -$8.25K | 0.02% | 132 |
|
|
2017
Q3 | $284K | Buy |
1,811
+36
| +2% | +$5.65K | 0.02% | 137 |
|
|
2017
Q2 | $272K | Sell |
1,775
-57
| -3% | -$8.74K | 0.02% | 139 |
|
|
2017
Q1 | $237K | Sell |
1,832
-452
| -20% | -$58.5K | 0.02% | 146 |
|
|
2016
Q4 | $278K | Buy |
2,284
+431
| +23% | +$52.5K | 0.02% | 141 |
|
|
2016
Q3 | $214K | Sell |
1,853
-560
| -23% | -$64.7K | 0.02% | 153 |
|
|
2016
Q2 | $290K | Sell |
2,413
-7,730
| -76% | -$929K | 0.02% | 127 |
|
|
2016
Q1 | $1.2M | Hold |
10,143
| – | – | 0.11% | 70 |
|
|
2015
Q4 | $1.2M | Sell |
10,143
-135,593
| -93% | -$16M | 0.11% | 70 |
|
|
2015
Q3 | $14.4M | Sell |
145,736
-103,636
| -42% | -$10.2M | 1.59% | 28 |
|
|
2015
Q2 | $23.7M | Buy |
249,372
+92,711
| +59% | +$8.81M | 1.57% | 20 |
|
|
2015
Q1 | $15.3M | Sell |
156,661
-3,640
| -2% | -$355K | 1.65% | 30 |
|
|
2014
Q4 | $15M | Buy |
160,301
+576
| +0.4% | +$54K | 1.52% | 35 |
|
|
2014
Q3 | $15.1M | Buy |
159,725
+5,913
| +4% | +$561K | 1.58% | 34 |
|
|
2014
Q2 | $15.5M | Buy |
153,812
+1,484
| +1% | +$149K | 1.6% | 34 |
|
|
2014
Q1 | $14.9M | Buy |
152,328
+1,901
| +1% | +$186K | 1.6% | 34 |
|
|
2013
Q4 | $14.6M | Buy |
150,427
+2,849
| +2% | +$276K | 1.53% | 35 |
|
|
2013
Q3 | $14.2M | Buy |
147,578
+1,272
| +0.9% | +$122K | 1.64% | 32 |
|
|
2013
Q2 | $14.5M | Buy |
+146,306
| New | +$14.5M | 1.77% | 26 |
|