KL
KWMG LLC’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
1,030
-14
| -1% | -$4.09K | 0.03% | 135 |
|
|
2025
Q1 | $326K | Buy |
1,044
+48
| +5% | +$15K | 0.03% | 127 |
|
|
2024
Q4 | $289K | Buy |
996
+14
| +1% | +$4.06K | 0.03% | 126 |
|
|
2024
Q3 | $299K | Buy |
982
+4
| +0.4% | +$1.22K | 0.03% | 126 |
|
|
2024
Q2 | $249K | Buy |
+978
| New | +$249K | 0.03% | 129 |
|
|
2019
Q2 | – | Sell |
-404
| Closed | -$77K | – | 302 |
|
|
2019
Q1 | $77K | Sell |
404
-7
| -2% | -$1.33K | 0.02% | 150 |
|
|
2018
Q4 | $73K | Sell |
411
-8
| -2% | -$1.42K | 0.02% | 145 |
|
|
2018
Q3 | $70K | Buy |
419
+86
| +26% | +$14.4K | 0.02% | 141 |
|
|
2018
Q2 | $52K | Buy |
+333
| New | +$52K | 0.01% | 159 |
|
|
2017
Q1 | – | Sell |
-4,013
| Closed | -$488K | – | 124 |
|
|
2016
Q4 | $488K | Sell |
4,013
-996
| -20% | -$121K | 0.21% | 104 |
|
|
2016
Q3 | $578K | Sell |
5,009
-93
| -2% | -$10.7K | 0.28% | 99 |
|
|
2016
Q2 | $614K | Sell |
5,102
-79
| -2% | -$9.51K | 0.33% | 89 |
|
|
2016
Q1 | $651K | Sell |
5,181
-239
| -4% | -$30K | 0.38% | 81 |
|
|
2015
Q4 | $640K | Sell |
5,420
-1,719
| -24% | -$203K | 0.43% | 68 |
|
|
2015
Q3 | $703K | Sell |
7,139
-2,233
| -24% | -$220K | 0.53% | 56 |
|
|
2015
Q2 | $891K | Sell |
9,372
-1,872
| -17% | -$178K | 0.65% | 42 |
|
|
2015
Q1 | $1.1M | Sell |
11,244
-23
| -0.2% | -$2.26K | 0.88% | 30 |
|
|
2014
Q4 | $1.05M | Buy |
+11,267
| New | +$1.05M | 0.87% | 40 |
|