TCM
Tradewinds Capital Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Hold |
1,954
| – | – | 0.14% | 56 |
|
|
2025
Q1 | $610K | Sell |
1,954
-4
| -0.2% | -$1.25K | 0.16% | 51 |
|
|
2024
Q4 | $568K | Sell |
1,958
-1
| -0.1% | -$290 | 0.15% | 59 |
|
|
2024
Q3 | $597K | Buy |
1,959
+1,434
| +273% | +$437K | 0.16% | 49 |
|
|
2024
Q2 | $134K | Buy |
525
+152
| +41% | +$38.7K | 0.04% | 101 |
|
|
2024
Q1 | $105K | Buy |
373
+21
| +6% | +$5.92K | 0.03% | 109 |
|
|
2023
Q4 | $104K | Buy |
352
+5
| +1% | +$1.48K | 0.04% | 77 |
|
|
2023
Q3 | $91.4K | Hold |
347
| – | – | 0.03% | 77 |
|
|
2023
Q2 | $104K | Hold |
347
| – | – | 0.03% | 77 |
|
|
2023
Q1 | $97K | Sell |
347
-48
| -12% | -$13.4K | 0.03% | 73 |
|
|
2022
Q4 | $104K | Buy |
395
+88
| +29% | +$23.2K | 0.05% | 62 |
|
|
2022
Q3 | $71K | Sell |
307
-50
| -14% | -$11.6K | 0.03% | 88 |
|
|
2022
Q2 | $88K | Sell |
357
-1,336
| -79% | -$329K | 0.03% | 73 |
|
|
2022
Q1 | $419K | Sell |
1,693
-21
| -1% | -$5.2K | 0.07% | 78 |
|
|
2021
Q4 | $460K | Hold |
1,714
| – | – | 0.07% | 81 |
|
|
2021
Q3 | $413K | Hold |
1,714
| – | – | 0.07% | 76 |
|
|
2021
Q2 | $396K | Buy |
1,714
+207
| +14% | +$47.8K | 0.07% | 76 |
|
|
2021
Q1 | $338K | Hold |
1,507
| – | – | 0.07% | 77 |
|
|
2020
Q4 | $323K | Hold |
1,507
| – | – | 0.07% | 78 |
|
|
2020
Q3 | $331K | Buy |
1,507
+50
| +3% | +$11K | 0.08% | 71 |
|
|
2020
Q2 | $269K | Sell |
1,457
-33
| -2% | -$6.09K | 0.07% | 76 |
|
|
2020
Q1 | $246K | Sell |
1,490
-46
| -3% | -$7.6K | 0.08% | 73 |
|
|
2019
Q4 | $304K | Buy |
1,536
+365
| +31% | +$72.2K | 0.1% | 76 |
|
|
2019
Q3 | $251K | Buy |
1,171
+61
| +5% | +$13.1K | 0.1% | 75 |
|
|
2019
Q2 | $231K | Hold |
1,110
| – | – | 0.09% | 80 |
|
|
2019
Q1 | $211K | Sell |
1,110
-100
| -8% | -$19K | 0.08% | 102 |
|
|
2018
Q4 | $215K | Sell |
1,210
-109
| -8% | -$19.4K | 0.11% | 91 |
|
|
2018
Q3 | $221K | Buy |
1,319
+100
| +8% | +$16.8K | 0.08% | 102 |
|
|
2018
Q2 | $191K | Hold |
1,219
| – | – | 0.08% | 109 |
|
|
2018
Q1 | $191K | Buy |
1,219
+17
| +1% | +$2.66K | 0.09% | 107 |
|
|
2017
Q4 | $207K | Hold |
1,202
| – | – | 0.1% | 100 |
|
|
2017
Q3 | $188K | Hold |
1,202
| – | – | 0.1% | 104 |
|
|
2017
Q2 | $184K | Sell |
1,202
-527
| -30% | -$80.7K | 0.1% | 102 |
|
|
2017
Q1 | $224K | Buy |
1,729
+2
| +0.1% | +$259 | 0.14% | 90 |
|
|
2016
Q4 | $210K | Sell |
1,727
-11
| -0.6% | -$1.34K | 0.14% | 91 |
|
|
2016
Q3 | $200K | Buy |
1,738
+181
| +12% | +$20.8K | 0.14% | 90 |
|
|
2016
Q2 | $187K | Buy |
1,557
+35
| +2% | +$4.2K | 0.13% | 96 |
|
|
2016
Q1 | $191K | Buy |
1,522
+115
| +8% | +$14.4K | 0.13% | 107 |
|
|
2015
Q4 | $166K | Buy |
1,407
+47
| +3% | +$5.55K | 0.12% | 117 |
|
|
2015
Q3 | $134K | Sell |
1,360
-51
| -4% | -$5.03K | 0.1% | 123 |
|
|
2015
Q2 | $134K | Buy |
1,411
+25
| +2% | +$2.37K | 0.09% | 128 |
|
|
2015
Q1 | $135K | Buy |
1,386
+1
| +0.1% | +$97 | 0.1% | 134 |
|
|
2014
Q4 | $130K | Buy |
1,385
+80
| +6% | +$7.51K | 0.09% | 136 |
|
|
2014
Q3 | $124K | Sell |
1,305
-49
| -4% | -$4.66K | 0.09% | 136 |
|
|
2014
Q2 | $136K | Hold |
1,354
| – | – | 0.1% | 131 |
|
|
2014
Q1 | $133K | Sell |
1,354
-372
| -22% | -$36.5K | 0.11% | 133 |
|
|
2013
Q4 | $167K | Buy |
+1,726
| New | +$167K | 0.14% | 118 |
|