Godshalk Welsh Capital Management’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 | $1.21M | Sell |
4,140
-175
| -4% | -$51.1K | 0.75% | 42 |
|
|
2025
Q1 | $1.35M | Sell |
4,315
-10
| -0.2% | -$3.12K | 0.88% | 36 |
|
|
2024
Q4 | $1.25M | Hold |
4,325
| – | – | 0.81% | 37 |
|
|
2024
Q3 | $1.32M | Sell |
4,325
-200
| -4% | -$60.9K | 0.83% | 38 |
|
|
2024
Q2 | $1.15M | Sell |
4,525
-210
| -4% | -$53.5K | 0.77% | 41 |
|
|
2024
Q1 | $1.34M | Sell |
4,735
-50
| -1% | -$14.1K | 0.9% | 36 |
|
|
2023
Q4 | $1.42M | Hold |
4,785
| – | – | 1.02% | 32 |
|
|
2023
Q3 | $1.26M | Sell |
4,785
-25
| -0.5% | -$6.59K | 0.95% | 37 |
|
|
2023
Q2 | $1.44M | Sell |
4,810
-15
| -0.3% | -$4.48K | 0.99% | 35 |
|
|
2023
Q1 | $1.35M | Buy |
4,825
+15
| +0.3% | +$4.19K | 0.95% | 38 |
|
|
2022
Q4 | $1.27M | Sell |
4,810
-116
| -2% | -$30.6K | 0.92% | 42 |
|
|
2022
Q3 | $1.14M | Buy |
4,926
+116
| +2% | +$26.8K | 0.84% | 47 |
|
|
2022
Q2 | $1.19M | Hold |
4,810
| – | – | 0.85% | 44 |
|
|
2022
Q1 | $1.19M | Hold |
4,810
| – | – | 0.73% | 49 |
|
|
2021
Q4 | $1.29M | Hold |
4,810
| – | – | 0.73% | 49 |
|
|
2021
Q3 | $1.16M | Hold |
4,810
| – | – | 0.72% | 48 |
|
|
2021
Q2 | $1.15M | Sell |
4,810
-75
| -2% | -$17.9K | 0.71% | 47 |
|
|
2021
Q1 | $1.1M | Buy |
4,885
+25
| +0.5% | +$5.6K | 0.76% | 47 |
|
|
2020
Q4 | $1.04M | Buy |
4,860
+570
| +13% | +$122K | 0.77% | 49 |
|
|
2020
Q3 | $942K | Buy |
4,290
+100
| +2% | +$22K | 0.79% | 46 |
|
|
2020
Q2 | $773K | Sell |
4,190
-260
| -6% | -$48K | 0.72% | 53 |
|
|
2020
Q1 | $736K | Sell |
4,450
-25
| -0.6% | -$4.14K | 0.8% | 49 |
|
|
2019
Q4 | $884K | Sell |
4,475
-50
| -1% | -$9.88K | 0.73% | 53 |
|
|
2019
Q3 | $972K | Sell |
4,525
-50
| -1% | -$10.7K | 0.86% | 47 |
|
|
2019
Q2 | $950K | Buy |
4,575
+75
| +2% | +$15.6K | 0.88% | 45 |
|
|
2019
Q1 | $855K | Sell |
4,500
-25
| -0.6% | -$4.75K | 0.82% | 47 |
|
|
2018
Q4 | $804K | Hold |
4,525
| – | – | 0.9% | 44 |
|
|
2018
Q3 | $757K | Hold |
4,525
| – | – | 0.74% | 51 |
|
|
2018
Q2 | $709K | Sell |
4,525
-150
| -3% | -$23.5K | 0.74% | 54 |
|
|
2018
Q1 | $731K | Hold |
4,675
| – | – | 0.79% | 50 |
|
|
2017
Q4 | $805K | Sell |
4,675
-100
| -2% | -$17.2K | 0.81% | 48 |
|
|
2017
Q3 | $748K | Sell |
4,775
-285
| -6% | -$44.6K | 0.75% | 56 |
|
|
2017
Q2 | $775K | Sell |
5,060
-250
| -5% | -$38.3K | 0.77% | 52 |
|
|
2017
Q1 | $688K | Sell |
5,310
-50
| -0.9% | -$6.48K | 0.68% | 56 |
|
|
2016
Q4 | $652K | Hold |
5,360
| – | – | 0.67% | 60 |
|
|
2016
Q3 | $618K | Sell |
5,360
-372
| -6% | -$42.9K | 0.64% | 60 |
|
|
2016
Q2 | $690K | Hold |
5,732
| – | – | 0.73% | 53 |
|
|
2016
Q1 | $720K | Hold |
5,732
| – | – | 0.75% | 50 |
|
|
2015
Q4 | $677K | Hold |
5,732
| – | – | 0.71% | 50 |
|
|
2015
Q3 | $565K | Sell |
5,732
-100
| -2% | -$9.86K | 0.62% | 65 |
|
|
2015
Q2 | $554K | Sell |
5,832
-390
| -6% | -$37K | 0.56% | 68 |
|
|
2015
Q1 | $606K | Sell |
6,222
-710
| -10% | -$69.2K | 0.62% | 69 |
|
|
2014
Q4 | $650K | Buy |
+6,932
| New | +$650K | 0.59% | 63 |
|