KWM
Kingsview Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Sell |
57,922
-2,307
| -4% | -$674K | 0.29% | 61 |
|
|
2025
Q1 | $18.8M | Buy |
60,229
+1,997
| +3% | +$624K | 0.35% | 49 |
|
|
2024
Q4 | $16.9M | Buy |
58,232
+1,245
| +2% | +$361K | 0.33% | 54 |
|
|
2024
Q3 | $17.4M | Buy |
56,987
+2,887
| +5% | +$879K | 0.37% | 51 |
|
|
2024
Q2 | $13.8M | Buy |
54,100
+3,009
| +6% | +$767K | 0.33% | 58 |
|
|
2024
Q1 | $14.4M | Buy |
51,091
+522
| +1% | +$147K | 0.36% | 52 |
|
|
2023
Q4 | $15M | Buy |
50,569
+5,887
| +13% | +$1.75M | 0.45% | 47 |
|
|
2023
Q3 | $11.8M | Buy |
44,682
+16,819
| +60% | +$4.43M | 0.42% | 53 |
|
|
2023
Q2 | $8.31M | Sell |
27,863
-2,068
| -7% | -$617K | 0.33% | 67 |
|
|
2023
Q1 | $8.37M | Sell |
29,931
-11,252
| -27% | -$3.15M | 0.35% | 60 |
|
|
2022
Q4 | $10.9M | Buy |
41,183
+11,165
| +37% | +$2.94M | 0.47% | 44 |
|
|
2022
Q3 | $6.93M | Buy |
30,018
+977
| +3% | +$225K | 0.33% | 69 |
|
|
2022
Q2 | $7.17M | Buy |
29,041
+2,885
| +11% | +$712K | 0.34% | 72 |
|
|
2022
Q1 | $6.47M | Sell |
26,156
-72
| -0.3% | -$17.8K | 0.28% | 83 |
|
|
2021
Q4 | $7.03M | Buy |
26,228
+331
| +1% | +$88.7K | 0.29% | 74 |
|
|
2021
Q3 | $6.24M | Buy |
25,897
+1,043
| +4% | +$251K | 0.3% | 76 |
|
|
2021
Q2 | $5.77M | Buy |
24,854
+385
| +2% | +$89.4K | 0.29% | 75 |
|
|
2021
Q1 | $5.51M | Buy |
24,469
+110
| +0.5% | +$24.8K | 0.31% | 70 |
|
|
2020
Q4 | $5.23M | Buy |
24,359
+930
| +4% | +$200K | 0.38% | 56 |
|
|
2020
Q3 | $5.14M | Sell |
23,429
-780
| -3% | -$171K | 0.46% | 50 |
|
|
2020
Q2 | $4.47M | Buy |
24,209
+281
| +1% | +$51.8K | 0.45% | 53 |
|
|
2020
Q1 | $3.96M | Buy |
23,928
+1,694
| +8% | +$280K | 0.53% | 46 |
|
|
2019
Q4 | $4.39M | Buy |
22,234
+5,000
| +29% | +$988K | 0.55% | 47 |
|
|
2019
Q3 | $3.7M | Buy |
17,234
+1,270
| +8% | +$273K | 0.58% | 46 |
|
|
2019
Q2 | $3.32M | Buy |
15,964
+1,165
| +8% | +$242K | 0.56% | 52 |
|
|
2019
Q1 | $2.81M | Buy |
14,799
+12,933
| +693% | +$2.46M | 0.43% | 58 |
|
|
2018
Q4 | $331K | Sell |
1,866
-78
| -4% | -$13.8K | 0.07% | 272 |
|
|
2018
Q3 | $325K | Sell |
1,944
-1,558
| -44% | -$260K | 0.07% | 281 |
|
|
2018
Q2 | $549K | Sell |
3,502
-2,086
| -37% | -$327K | 0.13% | 186 |
|
|
2018
Q1 | $874K | Buy |
5,588
+1,110
| +25% | +$174K | 0.22% | 135 |
|
|
2017
Q4 | $771K | Buy |
4,478
+1,491
| +50% | +$257K | 0.28% | 111 |
|
|
2017
Q3 | $468K | Buy |
2,987
+252
| +9% | +$39.5K | 0.21% | 145 |
|
|
2017
Q2 | $419K | Sell |
2,735
-118
| -4% | -$18.1K | 0.22% | 142 |
|
|
2017
Q1 | $370K | Buy |
+2,853
| New | +$370K | 0.22% | 141 |
|