EWM
Evercore Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
42,608
-3,790
| -8% | -$1.11M | 0.19% | 61 |
|
|
2025
Q1 | $14.5M | Sell |
46,398
-223,869
| -83% | -$69.9M | 0.23% | 55 |
|
|
2024
Q4 | $78.3M | Sell |
270,267
-44,900
| -14% | -$13M | 1.17% | 31 |
|
|
2024
Q3 | $96M | Sell |
315,167
-13,614
| -4% | -$4.15M | 1.44% | 28 |
|
|
2024
Q2 | $83.8M | Sell |
328,781
-3,264
| -1% | -$832K | 1.32% | 31 |
|
|
2024
Q1 | $93.6M | Sell |
332,045
-641
| -0.2% | -$181K | 1.47% | 29 |
|
|
2023
Q4 | $98.6M | Buy |
332,686
+7,303
| +2% | +$2.17M | 1.65% | 24 |
|
|
2023
Q3 | $85.7M | Sell |
325,383
-1,903
| -0.6% | -$501K | 1.6% | 24 |
|
|
2023
Q2 | $97.7M | Sell |
327,286
-2,336
| -0.7% | -$697K | 1.79% | 19 |
|
|
2023
Q1 | $92.2M | Sell |
329,622
-6,777
| -2% | -$1.89M | 1.84% | 16 |
|
|
2022
Q4 | $88.7M | Sell |
336,399
-1,234
| -0.4% | -$325K | 1.86% | 20 |
|
|
2022
Q3 | $77.9M | Buy |
337,633
+1,064
| +0.3% | +$246K | 1.76% | 20 |
|
|
2022
Q2 | $83.1M | Sell |
336,569
-4,077
| -1% | -$1.01M | 1.75% | 19 |
|
|
2022
Q1 | $84.2M | Buy |
340,646
+1,964
| +0.6% | +$486K | 1.49% | 26 |
|
|
2021
Q4 | $90.8M | Buy |
338,682
+28,713
| +9% | +$7.7M | 1.48% | 24 |
|
|
2021
Q3 | $74.7M | Buy |
309,969
+4,671
| +2% | +$1.13M | 1.35% | 29 |
|
|
2021
Q2 | $70.5M | Buy |
305,298
+268,029
| +719% | +$61.9M | 1.29% | 29 |
|
|
2021
Q1 | $8.35M | Sell |
37,269
-1,146
| -3% | -$257K | 0.17% | 72 |
|
|
2020
Q4 | $8.24M | Buy |
38,415
+710
| +2% | +$152K | 0.18% | 69 |
|
|
2020
Q3 | $8.28M | Sell |
37,705
-522
| -1% | -$115K | 0.2% | 64 |
|
|
2020
Q2 | $7.05M | Buy |
38,227
+1,963
| +5% | +$362K | 0.19% | 67 |
|
|
2020
Q1 | $6M | Buy |
36,264
+180
| +0.5% | +$29.8K | 0.2% | 66 |
|
|
2019
Q4 | $7.13M | Sell |
36,084
-145
| -0.4% | -$28.7K | 0.19% | 69 |
|
|
2019
Q3 | $7.78M | Buy |
36,229
+728
| +2% | +$156K | 0.23% | 69 |
|
|
2019
Q2 | $7.37M | Buy |
35,501
+5,746
| +19% | +$1.19M | 0.22% | 70 |
|
|
2019
Q1 | $5.65M | Buy |
29,755
+1,979
| +7% | +$376K | 0.18% | 82 |
|
|
2018
Q4 | $4.93M | Buy |
27,776
+51
| +0.2% | +$9.06K | 0.19% | 82 |
|
|
2018
Q3 | $4.64M | Sell |
27,725
-5,453
| -16% | -$912K | 0.15% | 91 |
|
|
2018
Q2 | $5.2M | Buy |
33,178
+6,358
| +24% | +$996K | 0.18% | 86 |
|
|
2018
Q1 | $4.19M | Sell |
26,820
-624
| -2% | -$97.6K | 0.16% | 89 |
|
|
2017
Q4 | $4.72M | Sell |
27,444
-1,451
| -5% | -$250K | 0.18% | 84 |
|
|
2017
Q3 | $4.53M | Sell |
28,895
-1,980
| -6% | -$310K | 0.18% | 85 |
|
|
2017
Q2 | $4.73M | Sell |
30,875
-3,674
| -11% | -$563K | 0.18% | 86 |
|
|
2017
Q1 | $4.48M | Buy |
34,549
+2,414
| +8% | +$313K | 0.18% | 91 |
|
|
2016
Q4 | $3.91M | Buy |
32,135
+552
| +2% | +$67.2K | 0.16% | 97 |
|
|
2016
Q3 | $3.64M | Sell |
31,583
-2,430
| -7% | -$280K | 0.15% | 102 |
|
|
2016
Q2 | $4.09M | Sell |
34,013
-3,970
| -10% | -$478K | 0.18% | 98 |
|
|
2016
Q1 | $4.77M | Buy |
37,983
+2,551
| +7% | +$321K | 0.21% | 90 |
|
|
2015
Q4 | $4.19M | Sell |
35,432
-926
| -3% | -$109K | 0.19% | 94 |
|
|
2015
Q3 | $3.58M | Sell |
36,358
-1,678
| -4% | -$165K | 0.17% | 101 |
|
|
2015
Q2 | $3.62M | Buy |
38,036
+1,133
| +3% | +$108K | 0.16% | 110 |
|
|
2015
Q1 | $3.6M | Buy |
36,903
+2,410
| +7% | +$235K | 0.17% | 109 |
|
|
2014
Q4 | $3.23M | Sell |
34,493
-11,287
| -25% | -$1.06M | 0.16% | 104 |
|
|
2014
Q3 | $4.34M | Buy |
45,780
+2,082
| +5% | +$197K | 0.22% | 97 |
|
|
2014
Q2 | $4.4M | Buy |
43,698
+3,019
| +7% | +$304K | 0.23% | 94 |
|
|
2014
Q1 | $3.99M | Sell |
40,679
-22,394
| -36% | -$2.2M | 0.22% | 98 |
|
|
2013
Q4 | $6.12M | Buy |
63,073
+11,529
| +22% | +$1.12M | 0.34% | 82 |
|
|
2013
Q3 | $4.96M | Sell |
51,544
-1,318
| -2% | -$127K | 0.28% | 95 |
|
|
2013
Q2 | $5.23M | Buy |
+52,862
| New | +$5.23M | 0.3% | 93 |
|