EWA
EP Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.2M | Buy |
229,893
+5,690
| +3% | +$1.66M | 0.44% | 45 |
|
|
2025
Q1 | $70M | Buy |
224,203
+8,795
| +4% | +$2.75M | 0.56% | 38 |
|
|
2024
Q4 | $62.4M | Sell |
215,408
-778
| -0.4% | -$226K | 0.51% | 43 |
|
|
2024
Q3 | $65.8M | Buy |
216,186
+13,811
| +7% | +$4.21M | 0.57% | 42 |
|
|
2024
Q2 | $51.6M | Buy |
202,375
+147,184
| +267% | +$37.5M | 0.55% | 45 |
|
|
2024
Q1 | $15.6M | Sell |
55,191
-298
| -0.5% | -$84K | 0.18% | 95 |
|
|
2023
Q4 | $16.5M | Buy |
55,489
+2,002
| +4% | +$594K | 0.21% | 85 |
|
|
2023
Q3 | $14.1M | Buy |
53,487
+41,259
| +337% | +$10.9M | 0.22% | 80 |
|
|
2023
Q2 | $16.4M | Buy |
12,228
+6,370
| +109% | +$8.52M | 0.24% | 81 |
|
|
2023
Q1 | $973K | Sell |
5,858
-43,997
| -88% | -$7.31M | 0.02% | 307 |
|
|
2022
Q4 | $13.1M | Buy |
49,855
+1,559
| +3% | +$411K | 0.24% | 76 |
|
|
2022
Q3 | $11.1M | Buy |
48,296
+21,559
| +81% | +$4.97M | 0.25% | 74 |
|
|
2022
Q2 | $6.6M | Sell |
26,737
-514
| -2% | -$127K | 0.15% | 93 |
|
|
2022
Q1 | $6.74M | Sell |
27,251
-573
| -2% | -$142K | 0.15% | 92 |
|
|
2021
Q4 | $7.46M | Sell |
27,824
-371
| -1% | -$99.5K | 0.18% | 78 |
|
|
2021
Q3 | $6.8M | Buy |
28,195
+1,815
| +7% | +$438K | 0.19% | 75 |
|
|
2021
Q2 | $6.09M | Sell |
26,380
-158
| -0.6% | -$36.5K | 0.17% | 85 |
|
|
2021
Q1 | $5.95M | Buy |
26,538
+15,519
| +141% | +$3.48M | 0.19% | 84 |
|
|
2020
Q4 | $2.36M | Buy |
11,019
+2,202
| +25% | +$472K | 0.08% | 120 |
|
|
2020
Q3 | $1.94M | Buy |
8,817
+375
| +4% | +$82.3K | 0.08% | 113 |
|
|
2020
Q2 | $1.56M | Sell |
8,442
-2,304
| -21% | -$425K | 0.07% | 133 |
|
|
2020
Q1 | $1.78M | Buy |
10,746
+1,609
| +18% | +$266K | 0.09% | 122 |
|
|
2019
Q4 | $1.81M | Buy |
9,137
+637
| +7% | +$126K | 0.07% | 136 |
|
|
2019
Q3 | $1.83M | Buy |
8,500
+801
| +10% | +$172K | 0.09% | 110 |
|
|
2019
Q2 | $1.6M | Buy |
7,699
+1,249
| +19% | +$259K | 0.1% | 94 |
|
|
2019
Q1 | $1.23M | Sell |
6,450
-160
| -2% | -$30.4K | 0.12% | 102 |
|
|
2018
Q4 | $1.17M | Buy |
6,610
+158
| +2% | +$28.1K | 0.09% | 113 |
|
|
2018
Q3 | $1.08M | Buy |
6,452
+2,980
| +86% | +$498K | 0.08% | 112 |
|
|
2018
Q2 | $544K | Buy |
3,472
+131
| +4% | +$20.5K | 0.05% | 113 |
|
|
2018
Q1 | $522K | Buy |
3,341
+613
| +22% | +$95.8K | 0.05% | 119 |
|
|
2017
Q4 | $470K | Buy |
2,728
+528
| +24% | +$91K | 0.05% | 116 |
|
|
2017
Q3 | $345K | Sell |
2,200
-332
| -13% | -$52.1K | 0.04% | 124 |
|
|
2017
Q2 | $388K | Buy |
+2,532
| New | +$388K | 0.05% | 118 |
|
|
2015
Q1 | – | Sell |
-2,241
| Closed | -$210K | – | 139 |
|
|
2014
Q4 | $210K | Buy |
+2,241
| New | +$210K | 0.03% | 127 |
|
|
2014
Q1 | – | Sell |
-3,726
| Closed | -$362K | – | 123 |
|
|
2013
Q4 | $362K | Buy |
+3,726
| New | +$362K | 0.09% | 87 |
|