SWM
Segment Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Sell |
54,458
-214
| -0.4% | -$62.5K | 1.01% | 35 |
|
|
2025
Q1 | $17.1M | Buy |
54,672
+937
| +2% | +$293K | 1.16% | 25 |
|
|
2024
Q4 | $15.6M | Sell |
53,735
-101
| -0.2% | -$29.3K | 1.06% | 29 |
|
|
2024
Q3 | $16.4M | Buy |
53,836
+2,229
| +4% | +$679K | 1.13% | 31 |
|
|
2024
Q2 | $13.2M | Buy |
51,607
+2,230
| +5% | +$568K | 0.97% | 38 |
|
|
2024
Q1 | $13.9M | Buy |
49,377
+1,812
| +4% | +$511K | 1.06% | 32 |
|
|
2023
Q4 | $14.1M | Buy |
47,565
+1,859
| +4% | +$551K | 1.25% | 21 |
|
|
2023
Q3 | $12M | Buy |
45,706
+1,092
| +2% | +$288K | 1.22% | 25 |
|
|
2023
Q2 | $13.3M | Sell |
44,614
-952
| -2% | -$284K | 1.37% | 13 |
|
|
2023
Q1 | $12.7M | Buy |
45,566
+482
| +1% | +$135K | 1.44% | 13 |
|
|
2022
Q4 | $11.9M | Buy |
45,084
+134
| +0.3% | +$35.3K | 1.38% | 18 |
|
|
2022
Q3 | $10.4M | Buy |
44,950
+1,558
| +4% | +$360K | 1.3% | 19 |
|
|
2022
Q2 | $10.7M | Buy |
43,392
+1,701
| +4% | +$420K | 1.36% | 18 |
|
|
2022
Q1 | $10.3M | Buy |
41,691
+2,588
| +7% | +$640K | 1.06% | 33 |
|
|
2021
Q4 | $10.5M | Buy |
39,103
+855
| +2% | +$229K | 1.1% | 26 |
|
|
2021
Q3 | $9.22M | Buy |
38,248
+1,079
| +3% | +$260K | 1.09% | 31 |
|
|
2021
Q2 | $8.59M | Buy |
37,169
+1,332
| +4% | +$308K | 1.02% | 38 |
|
|
2021
Q1 | $8.03M | Buy |
35,837
+1,147
| +3% | +$257K | 1.07% | 34 |
|
|
2020
Q4 | $7.44M | Sell |
34,690
-1,438
| -4% | -$309K | 1.07% | 31 |
|
|
2020
Q3 | $7.93M | Sell |
36,128
-10
| -0% | -$2.2K | 1.29% | 19 |
|
|
2020
Q2 | $6.67M | Sell |
36,138
-40
| -0.1% | -$7.38K | 1.23% | 23 |
|
|
2020
Q1 | $5.98M | Buy |
36,178
+931
| +3% | +$154K | 1.33% | 20 |
|
|
2019
Q4 | $6.97M | Buy |
35,247
+1,367
| +4% | +$270K | 1.18% | 19 |
|
|
2019
Q3 | $7.27M | Buy |
33,880
+472
| +1% | +$101K | 1.42% | 12 |
|
|
2019
Q2 | $6.94M | Buy |
33,408
+458
| +1% | +$95.1K | 1.41% | 13 |
|
|
2019
Q1 | $6.26M | Buy |
32,950
+601
| +2% | +$114K | 1.33% | 14 |
|
|
2018
Q4 | $5.74M | Buy |
32,349
+101
| +0.3% | +$17.9K | 1.45% | 13 |
|
|
2018
Q3 | $5.4M | Buy |
32,248
+746
| +2% | +$125K | 1.18% | 17 |
|
|
2018
Q2 | $4.94M | Buy |
31,502
+296
| +0.9% | +$46.4K | 1.16% | 18 |
|
|
2018
Q1 | $4.88M | Buy |
31,206
+1,154
| +4% | +$180K | 1.21% | 18 |
|
|
2017
Q4 | $5.17M | Buy |
30,052
+807
| +3% | +$139K | 1.25% | 17 |
|
|
2017
Q3 | $4.58M | Buy |
29,245
+933
| +3% | +$146K | 1.22% | 17 |
|
|
2017
Q2 | $4.34M | Buy |
28,312
+2,543
| +10% | +$389K | 1.19% | 18 |
|
|
2017
Q1 | $3.34M | Buy |
25,769
+418
| +2% | +$54.2K | 1.09% | 23 |
|
|
2016
Q4 | $3.09M | Buy |
25,351
+311
| +1% | +$37.9K | 1.13% | 24 |
|
|
2016
Q3 | $2.89M | Sell |
25,040
-790
| -3% | -$91.1K | 1.14% | 26 |
|
|
2016
Q2 | $3.11M | Sell |
25,830
-2,898
| -10% | -$349K | 1.28% | 25 |
|
|
2016
Q1 | $3.61M | Buy |
28,728
+324
| +1% | +$40.7K | 1.35% | 22 |
|
|
2015
Q4 | $3.36M | Sell |
28,404
-617
| -2% | -$72.9K | 1.27% | 24 |
|
|
2015
Q3 | $2.86M | Buy |
29,021
+1,793
| +7% | +$177K | 1.09% | 34 |
|
|
2015
Q2 | $2.59M | Buy |
27,228
+62
| +0.2% | +$5.9K | 0.9% | 41 |
|
|
2015
Q1 | $2.65M | Buy |
27,166
+5,114
| +23% | +$498K | 0.88% | 40 |
|
|
2014
Q4 | $2.07M | Buy |
22,052
+1,703
| +8% | +$160K | 0.79% | 48 |
|
|
2014
Q3 | $1.93M | Buy |
20,349
+1,440
| +8% | +$137K | 0.74% | 48 |
|
|
2014
Q2 | $1.91M | Buy |
18,909
+1,280
| +7% | +$129K | 0.74% | 42 |
|
|
2014
Q1 | $1.73M | Buy |
17,629
+3,313
| +23% | +$325K | 0.8% | 48 |
|
|
2013
Q4 | $1.39M | Buy |
14,316
+967
| +7% | +$93.8K | 0.69% | 54 |
|
|
2013
Q3 | $1.28M | Buy |
13,349
+732
| +6% | +$70.4K | 0.7% | 44 |
|
|
2013
Q2 | $1.25M | Buy |
+12,617
| New | +$1.25M | 0.75% | 42 |
|