FWCM
Ferguson Wellman Capital Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9M | Sell |
98,900
-1,268
| -1% | -$370K | 0.51% | 51 |
|
|
2025
Q1 | $31.3M | Buy |
100,168
+22,878
| +30% | +$7.15M | 0.61% | 50 |
|
|
2024
Q4 | $22.4M | Sell |
77,290
-1,522
| -2% | -$441K | 0.43% | 57 |
|
|
2024
Q3 | $24M | Sell |
78,812
-784
| -1% | -$239K | 0.46% | 56 |
|
|
2024
Q2 | $20.3M | Sell |
79,596
-1,905
| -2% | -$485K | 0.41% | 62 |
|
|
2024
Q1 | $23M | Sell |
81,501
-130,758
| -62% | -$36.9M | 0.47% | 57 |
|
|
2023
Q4 | $62.9M | Buy |
212,259
+3,641
| +2% | +$1.08M | 1.41% | 18 |
|
|
2023
Q3 | $55M | Sell |
208,618
-358
| -0.2% | -$94.3K | 1.35% | 22 |
|
|
2023
Q2 | $62.4M | Buy |
208,976
+1,003
| +0.5% | +$299K | 1.46% | 17 |
|
|
2023
Q1 | $58.2M | Buy |
207,973
+1,989
| +1% | +$556K | 1.46% | 19 |
|
|
2022
Q4 | $54.3M | Buy |
205,984
+15,450
| +8% | +$4.07M | 1.41% | 20 |
|
|
2022
Q3 | $44M | Buy |
190,534
+5,659
| +3% | +$1.31M | 1.72% | 12 |
|
|
2022
Q2 | $45.6M | Buy |
184,875
+4,200
| +2% | +$1.04M | 1.69% | 10 |
|
|
2022
Q1 | $44.7M | Buy |
180,675
+79,125
| +78% | +$19.6M | 1.41% | 21 |
|
|
2021
Q4 | $27.2M | Buy |
101,550
+67,744
| +200% | +$18.2M | 0.79% | 41 |
|
|
2021
Q3 | $8.15M | Sell |
33,806
-397
| -1% | -$95.7K | 0.26% | 73 |
|
|
2021
Q2 | $7.9M | Buy |
34,203
+457
| +1% | +$106K | 0.26% | 73 |
|
|
2021
Q1 | $7.56M | Sell |
33,746
-59,534
| -64% | -$13.3M | 0.26% | 73 |
|
|
2020
Q4 | $20M | Sell |
93,280
-89,221
| -49% | -$19.1M | 0.49% | 56 |
|
|
2020
Q3 | $40.1M | Buy |
182,501
+6,592
| +4% | +$1.45M | 1.1% | 28 |
|
|
2020
Q2 | $32.5M | Sell |
175,909
-1,729
| -1% | -$319K | 0.99% | 32 |
|
|
2020
Q1 | $29.4M | Buy |
177,638
+4,598
| +3% | +$760K | 1.1% | 28 |
|
|
2019
Q4 | $34.2M | Sell |
173,040
-4,328
| -2% | -$855K | 1.01% | 27 |
|
|
2019
Q3 | $38.1M | Buy |
177,368
+8,460
| +5% | +$1.82M | 1.22% | 23 |
|
|
2019
Q2 | $35.1M | Buy |
168,908
+127,798
| +311% | +$26.5M | 1.17% | 25 |
|
|
2019
Q1 | $7.81M | Sell |
41,110
-110
| -0.3% | -$20.9K | 0.27% | 97 |
|
|
2018
Q4 | $7.32M | Sell |
41,220
-223
| -0.5% | -$39.6K | 0.28% | 90 |
|
|
2018
Q3 | $6.93M | Buy |
41,443
+45
| +0.1% | +$7.53K | 0.23% | 104 |
|
|
2018
Q2 | $6.49M | Sell |
41,398
-405
| -1% | -$63.5K | 0.23% | 107 |
|
|
2018
Q1 | $6.54M | Sell |
41,803
-645
| -2% | -$101K | 0.23% | 114 |
|
|
2017
Q4 | $7.31M | Sell |
42,448
-1,021
| -2% | -$176K | 0.25% | 104 |
|
|
2017
Q3 | $6.81M | Sell |
43,469
-404
| -0.9% | -$63.3K | 0.25% | 108 |
|
|
2017
Q2 | $6.72M | Sell |
43,873
-1,542
| -3% | -$236K | 0.25% | 103 |
|
|
2017
Q1 | $5.89M | Buy |
45,415
+456
| +1% | +$59.1K | 0.23% | 115 |
|
|
2016
Q4 | $5.47M | Buy |
44,959
+1,087
| +2% | +$132K | 0.22% | 112 |
|
|
2016
Q3 | $5.06M | Sell |
43,872
-2,880
| -6% | -$332K | 0.22% | 108 |
|
|
2016
Q2 | $5.63M | Sell |
46,752
-220
| -0.5% | -$26.5K | 0.24% | 105 |
|
|
2016
Q1 | $5.9M | Sell |
46,972
-956
| -2% | -$120K | 0.25% | 105 |
|
|
2015
Q4 | $5.66M | Sell |
47,928
-859
| -2% | -$101K | 0.23% | 110 |
|
|
2015
Q3 | $4.81M | Sell |
48,787
-227
| -0.5% | -$22.4K | 0.21% | 119 |
|
|
2015
Q2 | $4.66M | Sell |
49,014
-160
| -0.3% | -$15.2K | 0.19% | 127 |
|
|
2015
Q1 | $4.79M | Sell |
49,174
-3,782
| -7% | -$368K | 0.2% | 124 |
|
|
2014
Q4 | $4.96M | Sell |
52,956
-7,165
| -12% | -$671K | 0.2% | 120 |
|
|
2014
Q3 | $5.7M | Sell |
60,121
-5,474
| -8% | -$519K | 0.24% | 109 |
|
|
2014
Q2 | $6.61M | Sell |
65,595
-88,743
| -57% | -$8.94M | 0.28% | 96 |
|
|
2014
Q1 | $15.1M | Buy |
154,338
+24,713
| +19% | +$2.42M | 0.67% | 53 |
|
|
2013
Q4 | $12.6M | Sell |
129,625
-84,503
| -39% | -$8.2M | 0.57% | 64 |
|
|
2013
Q3 | $20.6M | Buy |
214,128
+47,198
| +28% | +$4.54M | 1.02% | 34 |
|
|
2013
Q2 | $16.5M | Buy |
+166,930
| New | +$16.5M | 1.27% | 38 |
|