GW Henssler & Associates’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 | $13.9M | Buy |
47,727
+176
| +0.4% | +$51.4K | 0.74% | 58 |
|
|
2025
Q1 | $14.9M | Buy |
47,551
+1,730
| +4% | +$540K | 0.85% | 56 |
|
|
2024
Q4 | $14M | Sell |
45,821
-539
| -1% | -$164K | 0.8% | 54 |
|
|
2024
Q3 | $14.1M | Buy |
46,360
+783
| +2% | +$238K | 0.8% | 53 |
|
|
2024
Q2 | $11.6M | Sell |
45,577
-931
| -2% | -$237K | 0.7% | 56 |
|
|
2024
Q1 | $13.1M | Sell |
46,508
-355
| -0.8% | -$100K | 0.77% | 56 |
|
|
2023
Q4 | $13.9M | Sell |
46,863
-255
| -0.5% | -$75.6K | 0.92% | 50 |
|
|
2023
Q3 | $12.4M | Sell |
47,118
-3,071
| -6% | -$809K | 0.85% | 55 |
|
|
2023
Q2 | $15M | Buy |
50,189
+2,411
| +5% | +$719K | 0.98% | 49 |
|
|
2023
Q1 | $13.4M | Sell |
47,778
-188
| -0.4% | -$52.6K | 0.89% | 49 |
|
|
2022
Q4 | $12.6M | Sell |
47,966
-23
| -0% | -$6.06K | 0.89% | 47 |
|
|
2022
Q3 | $11.1M | Sell |
47,989
-163
| -0.3% | -$37.6K | 0.83% | 51 |
|
|
2022
Q2 | $11.9M | Buy |
48,152
+37
| +0.1% | +$9.14K | 0.88% | 50 |
|
|
2022
Q1 | $11.9M | Buy |
48,115
+199
| +0.4% | +$49.2K | 0.72% | 55 |
|
|
2021
Q4 | $12.8M | Sell |
47,916
-242
| -0.5% | -$64.9K | 0.82% | 53 |
|
|
2021
Q3 | $11.6M | Sell |
48,158
-4,985
| -9% | -$1.2M | 0.81% | 57 |
|
|
2021
Q2 | $12.3M | Sell |
53,143
-25
| -0% | -$5.78K | 0.81% | 58 |
|
|
2021
Q1 | $11.9M | Sell |
53,168
-179
| -0.3% | -$40.1K | 0.85% | 57 |
|
|
2020
Q4 | $11.4M | Sell |
53,347
-351
| -0.7% | -$75.3K | 0.87% | 52 |
|
|
2020
Q3 | $11.8M | Sell |
53,698
-804
| -1% | -$176K | 1% | 49 |
|
|
2020
Q2 | $10.1M | Sell |
54,502
-614
| -1% | -$113K | 0.88% | 52 |
|
|
2020
Q1 | $9.11M | Sell |
55,116
-2,331
| -4% | -$385K | 0.92% | 49 |
|
|
2019
Q4 | $11.4M | Buy |
57,447
+66
| +0.1% | +$13K | 0.94% | 46 |
|
|
2019
Q3 | $12.3M | Sell |
57,381
-2,156
| -4% | -$463K | 1.1% | 39 |
|
|
2019
Q2 | $12.4M | Sell |
59,537
-2,263
| -4% | -$470K | 1.12% | 37 |
|
|
2019
Q1 | $11.7M | Sell |
61,800
-1,028
| -2% | -$195K | 1.08% | 40 |
|
|
2018
Q4 | $11.2M | Sell |
62,828
-820
| -1% | -$146K | 1.19% | 35 |
|
|
2018
Q3 | $10.6M | Buy |
63,648
+48
| +0.1% | +$8.03K | 0.97% | 46 |
|
|
2018
Q2 | $9.97M | Sell |
63,600
-439
| -0.7% | -$68.8K | 0.98% | 45 |
|
|
2018
Q1 | $10M | Sell |
64,039
-1,123
| -2% | -$176K | 1.01% | 46 |
|
|
2017
Q4 | $11.2M | Sell |
65,162
-2,520
| -4% | -$434K | 1.05% | 43 |
|
|
2017
Q3 | $10.6M | Sell |
67,682
-1,146
| -2% | -$180K | 1.06% | 41 |
|
|
2017
Q2 | $10.5M | Sell |
68,828
-578
| -0.8% | -$88.5K | 1.1% | 40 |
|
|
2017
Q1 | $9M | Sell |
69,406
-578
| -0.8% | -$74.9K | 0.97% | 47 |
|
|
2016
Q4 | $8.52M | Buy |
69,984
+425
| +0.6% | +$51.7K | 0.94% | 48 |
|
|
2016
Q3 | $8.02M | Sell |
69,559
-1,623
| -2% | -$187K | 0.92% | 50 |
|
|
2016
Q2 | $8.57M | Sell |
71,182
-743
| -1% | -$89.4K | 0.99% | 47 |
|
|
2016
Q1 | $9.04M | Sell |
71,925
-3,233
| -4% | -$406K | 1.06% | 42 |
|
|
2015
Q4 | $8.88M | Sell |
75,158
-6,309
| -8% | -$745K | 1.05% | 38 |
|
|
2015
Q3 | $8.03M | Buy |
81,467
+272
| +0.3% | +$26.8K | 0.92% | 49 |
|
|
2015
Q2 | $7.72M | Buy |
81,195
+1,253
| +2% | +$119K | 0.84% | 56 |
|
|
2015
Q1 | $7.79M | Buy |
79,942
+778
| +1% | +$75.8K | 0.9% | 37 |
|
|
2014
Q4 | $7.42M | Sell |
79,164
-236
| -0.3% | -$22.1K | 0.83% | 41 |
|
|
2014
Q3 | $7.53M | Buy |
79,400
+200
| +0.3% | +$19K | 0.91% | 42 |
|
|
2014
Q2 | $7.98M | Sell |
79,200
-5,479
| -6% | -$552K | 0.97% | 41 |
|
|
2014
Q1 | $8.3M | Sell |
84,679
-16,025
| -16% | -$1.57M | 0.97% | 41 |
|
|
2013
Q4 | $9.77M | Sell |
100,704
-2,774
| -3% | -$269K | 1.14% | 34 |
|
|
2013
Q3 | $9.96M | Sell |
103,478
-2,301
| -2% | -$221K | 1.28% | 32 |
|
|
2013
Q2 | $10.5M | Buy |
+105,779
| New | +$10.5M | 1.44% | 30 |
|