Douglass Winthrop Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.93M | Sell |
16,857
-20
| -0.1% | -$5.84K | 0.09% | 78 |
|
2025
Q1 | $5.27M | Buy |
16,877
+475
| +3% | +$148K | 0.1% | 71 |
|
2024
Q4 | $4.75M | Buy |
16,402
+682
| +4% | +$198K | 0.09% | 76 |
|
2024
Q3 | $4.79M | Buy |
15,720
+447
| +3% | +$136K | 0.09% | 77 |
|
2024
Q2 | $3.89M | Sell |
15,273
-1,112
| -7% | -$283K | 0.08% | 80 |
|
2024
Q1 | $4.62M | Sell |
16,385
-114
| -0.7% | -$32.1K | 0.1% | 77 |
|
2023
Q4 | $4.89M | Buy |
16,499
+38
| +0.2% | +$11.3K | 0.11% | 70 |
|
2023
Q3 | $4.34M | Buy |
16,461
+884
| +6% | +$233K | 0.11% | 71 |
|
2023
Q2 | $4.65M | Hold |
15,577
| – | – | 0.11% | 73 |
|
2023
Q1 | $4.36M | Sell |
15,577
-700
| -4% | -$196K | 0.11% | 72 |
|
2022
Q4 | $4.29M | Hold |
16,277
| – | – | 0.12% | 69 |
|
2022
Q3 | $3.76M | Sell |
16,277
-35
| -0.2% | -$8.08K | 0.11% | 69 |
|
2022
Q2 | $4.03M | Sell |
16,312
-912
| -5% | -$225K | 0.11% | 65 |
|
2022
Q1 | $4.26M | Sell |
17,224
-156
| -0.9% | -$38.6K | 0.1% | 74 |
|
2021
Q4 | $4.66M | Buy |
17,380
+187
| +1% | +$50.1K | 0.1% | 75 |
|
2021
Q3 | $4.15M | Buy |
17,193
+2,300
| +15% | +$554K | 0.1% | 73 |
|
2021
Q2 | $3.44M | Sell |
14,893
-674
| -4% | -$156K | 0.08% | 82 |
|
2021
Q1 | $3.49M | Sell |
15,567
-377
| -2% | -$84.5K | 0.09% | 77 |
|
2020
Q4 | $3.42M | Buy |
15,944
+213
| +1% | +$45.7K | 0.1% | 70 |
|
2020
Q3 | $3.45M | Sell |
15,731
-101
| -0.6% | -$22.2K | 0.11% | 65 |
|
2020
Q2 | $2.92M | Sell |
15,832
-16,445
| -51% | -$3.03M | 0.11% | 67 |
|
2020
Q1 | $5.34M | Sell |
32,277
-6,782
| -17% | -$1.12M | 0.24% | 46 |
|
2019
Q4 | $7.72M | Sell |
39,059
-200
| -0.5% | -$39.5K | 0.27% | 50 |
|
2019
Q3 | $8.43M | Buy |
39,259
+572
| +1% | +$123K | 0.32% | 48 |
|
2019
Q2 | $8.03M | Hold |
38,687
| – | – | 0.32% | 47 |
|
2019
Q1 | $7.35M | Sell |
38,687
-705
| -2% | -$134K | 0.32% | 52 |
|
2018
Q4 | $7M | Buy |
39,392
+425
| +1% | +$75.5K | 0.35% | 50 |
|
2018
Q3 | $6.52M | Sell |
38,967
-7,737
| -17% | -$1.29M | 0.29% | 55 |
|
2018
Q2 | $7.32M | Sell |
46,704
-4,584
| -9% | -$718K | 0.33% | 56 |
|
2018
Q1 | $8.02M | Buy |
51,288
+4,345
| +9% | +$679K | 0.39% | 48 |
|
2017
Q4 | $8.08M | Buy |
46,943
+91
| +0.2% | +$15.7K | 0.44% | 44 |
|
2017
Q3 | $7.34M | Sell |
46,852
-6,626
| -12% | -$1.04M | 0.43% | 47 |
|
2017
Q2 | $8.19M | Sell |
53,478
-4,300
| -7% | -$659K | 0.5% | 42 |
|
2017
Q1 | $7.49M | Buy |
57,778
+1,766
| +3% | +$229K | 0.47% | 45 |
|
2016
Q4 | $6.82M | Buy |
56,012
+5,975
| +12% | +$727K | 0.46% | 47 |
|
2016
Q3 | $5.77M | Buy |
50,037
+800
| +2% | +$92.3K | 0.4% | 49 |
|
2016
Q2 | $5.93M | Buy |
49,237
+300
| +0.6% | +$36.1K | 0.42% | 51 |
|
2016
Q1 | $6.15M | Sell |
48,937
-1,010
| -2% | -$127K | 0.44% | 50 |
|
2015
Q4 | $5.9M | Buy |
49,947
+655
| +1% | +$77.4K | 0.44% | 54 |
|
2015
Q3 | $4.86M | Sell |
49,292
-2,325
| -5% | -$229K | 0.38% | 56 |
|
2015
Q2 | $5.03M | Hold |
51,617
| – | – | 0.39% | 55 |
|
2015
Q1 | $5.03M | Sell |
51,617
-1,144
| -2% | -$111K | 0.39% | 55 |
|
2014
Q4 | $4.94M | Sell |
52,761
-1,106
| -2% | -$104K | 0.44% | 47 |
|
2014
Q3 | $5.11M | Buy |
53,867
+175
| +0.3% | +$16.6K | 0.47% | 45 |
|
2014
Q2 | $5.41M | Buy |
53,692
+2,960
| +6% | +$298K | 0.5% | 45 |
|
2014
Q1 | $4.97M | Buy |
50,732
+8,125
| +19% | +$796K | 0.49% | 42 |
|
2013
Q4 | $4.13M | Sell |
42,607
-1,972
| -4% | -$191K | 0.43% | 45 |
|
2013
Q3 | $4.29M | Sell |
44,579
-3,741
| -8% | -$360K | 0.5% | 44 |
|
2013
Q2 | $4.78M | Buy |
+48,320
| New | +$4.78M | 0.58% | 42 |
|