RWM
Ritholtz Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Buy |
14,869
+1,344
| +10% | +$393K | 0.1% | 131 |
|
|
2025
Q1 | $4.22M | Buy |
13,525
+275
| +2% | +$85.9K | 0.13% | 112 |
|
|
2024
Q4 | $3.84M | Buy |
13,250
+832
| +7% | +$241K | 0.11% | 109 |
|
|
2024
Q3 | $3.78M | Sell |
12,418
-149
| -1% | -$45.4K | 0.11% | 119 |
|
|
2024
Q2 | $3.2M | Sell |
12,567
-2,916
| -19% | -$743K | 0.11% | 127 |
|
|
2024
Q1 | $4.37M | Buy |
15,483
+647
| +4% | +$182K | 0.15% | 90 |
|
|
2023
Q4 | $4.4M | Sell |
14,836
-1,948
| -12% | -$578K | 0.17% | 70 |
|
|
2023
Q3 | $4.42M | Sell |
16,784
-677
| -4% | -$178K | 0.2% | 65 |
|
|
2023
Q2 | $5.21M | Sell |
17,461
-1,495
| -8% | -$446K | 0.23% | 56 |
|
|
2023
Q1 | $5.3M | Buy |
18,956
+676
| +4% | +$189K | 0.26% | 52 |
|
|
2022
Q4 | $4.82M | Buy |
18,280
+3,905
| +27% | +$1.03M | 0.27% | 58 |
|
|
2022
Q3 | $3.32M | Buy |
14,375
+6,341
| +79% | +$1.46M | 0.18% | 77 |
|
|
2022
Q2 | $1.98M | Buy |
8,034
+1,258
| +19% | +$311K | 0.12% | 91 |
|
|
2022
Q1 | $1.68M | Sell |
6,776
-657
| -9% | -$163K | 0.11% | 110 |
|
|
2021
Q4 | $1.99M | Buy |
7,433
+648
| +10% | +$174K | 0.12% | 82 |
|
|
2021
Q3 | $1.64M | Buy |
6,785
+569
| +9% | +$137K | 0.11% | 88 |
|
|
2021
Q2 | $1.44M | Buy |
6,216
+1,740
| +39% | +$402K | 0.1% | 93 |
|
|
2021
Q1 | $1M | Buy |
4,476
+183
| +4% | +$41K | 0.08% | 110 |
|
|
2020
Q4 | $921K | Buy |
4,293
+525
| +14% | +$113K | 0.09% | 98 |
|
|
2020
Q3 | $827K | Buy |
3,768
+719
| +24% | +$158K | 0.09% | 89 |
|
|
2020
Q2 | $562K | Buy |
3,049
+1,403
| +85% | +$259K | 0.07% | 106 |
|
|
2020
Q1 | $272K | Sell |
1,646
-776
| -32% | -$128K | 0.04% | 114 |
|
|
2019
Q4 | $479K | Buy |
2,422
+272
| +13% | +$53.8K | 0.07% | 84 |
|
|
2019
Q3 | $462K | Buy |
2,150
+178
| +9% | +$38.2K | 0.08% | 77 |
|
|
2019
Q2 | $410K | Buy |
+1,972
| New | +$410K | 0.07% | 82 |
|
|
2018
Q2 | – | Sell |
-1,721
| Closed | -$269K | – | 117 |
|
|
2018
Q1 | $269K | Sell |
1,721
-610
| -26% | -$95.3K | 0.08% | 89 |
|
|
2017
Q4 | $401K | Buy |
2,331
+364
| +19% | +$62.6K | 0.12% | 74 |
|
|
2017
Q3 | $308K | Sell |
1,967
-55
| -3% | -$8.61K | 0.12% | 54 |
|
|
2017
Q2 | $310K | Buy |
+2,022
| New | +$310K | 0.13% | 51 |
|
|
2016
Q4 | $238K | Buy |
+1,952
| New | +$238K | 0.12% | 62 |
|