EWM
Empirical Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06M | Buy |
17,325
+225
| +1% | +$65.7K | 0.11% | 130 |
|
|
2025
Q1 | $5.34M | Buy |
17,100
+3,374
| +25% | +$1.05M | 0.14% | 124 |
|
|
2024
Q4 | $3.98M | Sell |
13,726
-591
| -4% | -$171K | 0.11% | 128 |
|
|
2024
Q3 | $4.36M | Buy |
14,317
+1,942
| +16% | +$591K | 0.12% | 125 |
|
|
2024
Q2 | $3.15M | Sell |
12,375
-727
| -6% | -$185K | 0.09% | 136 |
|
|
2024
Q1 | $3.69M | Buy |
13,102
+992
| +8% | +$280K | 0.11% | 126 |
|
|
2023
Q4 | $3.59M | Sell |
12,110
-587
| -5% | -$174K | 0.12% | 120 |
|
|
2023
Q3 | $3.34M | Buy |
12,697
+1,568
| +14% | +$413K | 0.13% | 117 |
|
|
2023
Q2 | $3.32M | Sell |
11,129
-120
| -1% | -$35.8K | 0.13% | 117 |
|
|
2023
Q1 | $3.15M | Sell |
11,249
-908
| -7% | -$254K | 0.14% | 109 |
|
|
2022
Q4 | $3.2M | Sell |
12,157
-269
| -2% | -$70.9K | 0.15% | 106 |
|
|
2022
Q3 | $2.87M | Buy |
12,426
+489
| +4% | +$113K | 0.15% | 100 |
|
|
2022
Q2 | $2.95M | Sell |
11,937
-4,573
| -28% | -$1.13M | 0.15% | 99 |
|
|
2022
Q1 | $4.08M | Buy |
16,510
+3,605
| +28% | +$891K | 0.2% | 79 |
|
|
2021
Q4 | $3.46M | Buy |
12,905
+3,789
| +42% | +$1.02M | 0.17% | 92 |
|
|
2021
Q3 | $2.2M | Sell |
9,116
-783
| -8% | -$189K | 0.13% | 109 |
|
|
2021
Q2 | $2.29M | Buy |
9,899
+472
| +5% | +$109K | 0.14% | 99 |
|
|
2021
Q1 | $2.11M | Sell |
9,427
-3,801
| -29% | -$852K | 0.17% | 94 |
|
|
2020
Q4 | $2.84M | Buy |
13,228
+2,485
| +23% | +$533K | 0.22% | 65 |
|
|
2020
Q3 | $2.36M | Buy |
10,743
+208
| +2% | +$45.7K | 0.2% | 71 |
|
|
2020
Q2 | $1.94M | Buy |
10,535
+403
| +4% | +$74.3K | 0.18% | 82 |
|
|
2020
Q1 | $1.68M | Buy |
10,132
+956
| +10% | +$158K | 0.18% | 80 |
|
|
2019
Q4 | $1.81M | Sell |
9,176
-303
| -3% | -$59.9K | 0.2% | 78 |
|
|
2019
Q3 | $2.04M | Buy |
9,479
+1,309
| +16% | +$281K | 0.25% | 68 |
|
|
2019
Q2 | $1.7M | Buy |
8,170
+1,581
| +24% | +$328K | 0.22% | 72 |
|
|
2019
Q1 | $1.25M | Buy |
6,589
+111
| +2% | +$21.1K | 0.18% | 76 |
|
|
2018
Q4 | $1.15M | Buy |
6,478
+1,354
| +26% | +$240K | 0.2% | 69 |
|
|
2018
Q3 | $857K | Sell |
5,124
-89
| -2% | -$14.9K | 0.15% | 78 |
|
|
2018
Q2 | $817K | Buy |
5,213
+401
| +8% | +$62.8K | 0.15% | 81 |
|
|
2018
Q1 | $752K | Buy |
4,812
+2,976
| +162% | +$465K | 0.15% | 75 |
|
|
2017
Q4 | $316K | Buy |
1,836
+130
| +8% | +$22.4K | 0.07% | 109 |
|
|
2017
Q3 | $267K | Buy |
1,706
+50
| +3% | +$7.83K | 0.06% | 114 |
|
|
2017
Q2 | $254K | Buy |
+1,656
| New | +$254K | 0.06% | 115 |
|
|
2015
Q4 | – | Sell |
-2,400
| Closed | -$236K | – | 108 |
|
|
2015
Q3 | $236K | Buy |
+2,400
| New | +$236K | 0.06% | 104 |
|