SW
SVB Wealth’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.65M | Buy |
+22,771
| New | +$6.65M | 0.36% | 63 |
|
|
2025
Q1 | – | Sell |
-42,270
| Closed | -$12.3M | – | 1670 |
|
|
2024
Q4 | $12.3M | Buy |
+42,270
| New | +$12.3M | 0.23% | 67 |
|
|
2024
Q3 | – | Sell |
-45,301
| Closed | -$11.5M | – | 360 |
|
|
2024
Q2 | $11.5M | Sell |
45,301
-5,522
| -11% | -$1.41M | 0.29% | 85 |
|
|
2024
Q1 | $14.3M | Buy |
50,823
+750
| +1% | +$211K | 0.32% | 73 |
|
|
2023
Q4 | $14.8M | Sell |
50,073
-1,231
| -2% | -$365K | 0.36% | 70 |
|
|
2023
Q3 | $13.5M | Sell |
51,304
-1,326
| -3% | -$349K | 0.3% | 85 |
|
|
2023
Q2 | $15.7M | Sell |
52,630
-7,931
| -13% | -$2.37M | 0.28% | 80 |
|
|
2023
Q1 | $16.9M | Sell |
60,561
-4,400
| -7% | -$1.23M | 0.24% | 88 |
|
|
2022
Q4 | $17.1M | Buy |
64,961
+1,108
| +2% | +$292K | 0.23% | 87 |
|
|
2022
Q3 | $14.7M | Buy |
63,853
+3,604
| +6% | +$832K | 0.22% | 89 |
|
|
2022
Q2 | $14.9M | Sell |
60,249
-9
| -0% | -$2.22K | 0.23% | 79 |
|
|
2022
Q1 | $14.9M | Sell |
60,258
-862
| -1% | -$213K | 0.2% | 86 |
|
|
2021
Q4 | $16.4M | Sell |
61,120
-1,571
| -3% | -$421K | 0.27% | 85 |
|
|
2021
Q3 | $15.1M | Buy |
62,691
+1,486
| +2% | +$358K | 0.19% | 96 |
|
|
2021
Q2 | $14.1M | Sell |
61,205
-755
| -1% | -$174K | 0.18% | 99 |
|
|
2021
Q1 | $13.9M | Sell |
61,960
-1,405
| -2% | -$315K | 0.19% | 91 |
|
|
2020
Q4 | $13.6M | Sell |
63,365
-2,632
| -4% | -$565K | 0.2% | 91 |
|
|
2020
Q3 | $14.5M | Buy |
65,997
+3,007
| +5% | +$660K | 0.24% | 78 |
|
|
2020
Q2 | $11.6M | Buy |
62,990
+349
| +0.6% | +$64.4K | 0.22% | 84 |
|
|
2020
Q1 | $10.4M | Sell |
62,641
-297
| -0.5% | -$49.1K | 0.25% | 67 |
|
|
2019
Q4 | $12.4M | Sell |
62,938
-2,881
| -4% | -$569K | 0.23% | 80 |
|
|
2019
Q3 | $14.1M | Sell |
65,819
-1,109
| -2% | -$238K | 0.28% | 65 |
|
|
2019
Q2 | $13.9M | Sell |
66,928
-1,438
| -2% | -$299K | 0.47% | 60 |
|
|
2019
Q1 | $13M | Sell |
68,366
-136
| -0.2% | -$25.8K | 0.51% | 63 |
|
|
2018
Q4 | $12.2M | Sell |
68,502
-4,582
| -6% | -$814K | 0.52% | 62 |
|
|
2018
Q3 | $12.2M | Sell |
73,084
-6,164
| -8% | -$1.03M | 0.43% | 77 |
|
|
2018
Q2 | $12.4M | Sell |
79,248
-3,801
| -5% | -$596K | 0.48% | 64 |
|
|
2018
Q1 | $13M | Sell |
83,049
-2,762
| -3% | -$432K | 0.5% | 65 |
|
|
2017
Q4 | $14.8M | Sell |
85,811
-581
| -0.7% | -$100K | 0.56% | 58 |
|
|
2017
Q3 | $13.5M | Sell |
86,392
-3,571
| -4% | -$560K | 0.52% | 64 |
|
|
2017
Q2 | $13.8M | Sell |
89,963
-6,856
| -7% | -$1.05M | 0.54% | 63 |
|
|
2017
Q1 | $12.5M | Sell |
96,819
-5,588
| -5% | -$724K | 0.5% | 64 |
|
|
2016
Q4 | $12.5M | Sell |
102,407
-7,762
| -7% | -$945K | 0.52% | 59 |
|
|
2016
Q3 | $12.7M | Sell |
110,169
-17,293
| -14% | -$1.99M | 0.52% | 65 |
|
|
2016
Q2 | $15.3M | Sell |
127,462
-3,990
| -3% | -$480K | 0.63% | 56 |
|
|
2016
Q1 | $16.5M | Buy |
131,452
+5,162
| +4% | +$649K | 0.67% | 51 |
|
|
2015
Q4 | $14.9M | Sell |
126,290
-37,555
| -23% | -$4.44M | 0.59% | 57 |
|
|
2015
Q3 | $16.1M | Sell |
163,845
-34,987
| -18% | -$3.45M | 0.63% | 51 |
|
|
2015
Q2 | $18.9M | Sell |
198,832
-13,971
| -7% | -$1.33M | 0.63% | 49 |
|
|
2015
Q1 | $20.7M | Sell |
212,803
-29,474
| -12% | -$2.87M | 0.67% | 45 |
|
|
2014
Q4 | $22.7M | Buy |
+242,277
| New | +$22.7M | 0.73% | 40 |
|