Hendershot Investments’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 | $1.08M | Hold |
3,703
| – | – | 0.14% | 58 |
|
|
2025
Q1 | $1.16M | Buy |
3,703
+40
| +1% | +$12.5K | 0.16% | 58 |
|
|
2024
Q4 | $1.06M | Hold |
3,663
| – | – | 0.14% | 59 |
|
|
2024
Q3 | $1.12M | Sell |
3,663
-60
| -2% | -$18.3K | 0.15% | 60 |
|
|
2024
Q2 | $949K | Hold |
3,723
| – | – | 0.14% | 60 |
|
|
2024
Q1 | $1.05M | Sell |
3,723
-102
| -3% | -$28.8K | 0.15% | 57 |
|
|
2023
Q4 | $1.13M | Buy |
3,825
+118
| +3% | +$35K | 0.17% | 59 |
|
|
2023
Q3 | $977K | Hold |
3,707
| – | – | 0.16% | 59 |
|
|
2023
Q2 | $1.11M | Hold |
3,707
| – | – | 0.18% | 59 |
|
|
2023
Q1 | $1.04M | Sell |
3,707
-566
| -13% | -$158K | 0.17% | 63 |
|
|
2022
Q4 | $1.13M | Buy |
4,273
+131
| +3% | +$34.5K | 0.19% | 68 |
|
|
2022
Q3 | $956K | Sell |
4,142
-20
| -0.5% | -$4.62K | 0.18% | 70 |
|
|
2022
Q2 | $1.03M | Hold |
4,162
| – | – | 0.18% | 72 |
|
|
2022
Q1 | $1.03M | Sell |
4,162
-40
| -1% | -$9.89K | 0.16% | 76 |
|
|
2021
Q4 | $1.13M | Buy |
4,202
+960
| +30% | +$257K | 0.17% | 75 |
|
|
2021
Q3 | $782K | Buy |
3,242
+310
| +11% | +$74.8K | 0.15% | 59 |
|
|
2021
Q2 | $677K | Hold |
2,932
| – | – | 0.15% | 53 |
|
|
2021
Q1 | $657K | Hold |
2,932
| – | – | 0.15% | 52 |
|
|
2020
Q4 | $629K | Buy |
2,932
+300
| +11% | +$64.4K | 0.16% | 52 |
|
|
2020
Q3 | $578K | Hold |
2,632
| – | – | 0.16% | 50 |
|
|
2020
Q2 | $486K | Hold |
2,632
| – | – | 0.15% | 45 |
|
|
2020
Q1 | $435K | Sell |
2,632
-100
| -4% | -$16.5K | 0.16% | 48 |
|
|
2019
Q4 | $540K | Hold |
2,732
| – | – | 0.16% | 50 |
|
|
2019
Q3 | $587K | Sell |
2,732
-260
| -9% | -$55.9K | 0.19% | 48 |
|
|
2019
Q2 | $621K | Hold |
2,992
| – | – | 0.2% | 49 |
|
|
2019
Q1 | $568K | Buy |
2,992
+475
| +19% | +$90.2K | 0.19% | 50 |
|
|
2018
Q4 | $447K | Hold |
2,517
| – | – | 0.18% | 49 |
|
|
2018
Q3 | $421K | Hold |
2,517
| – | – | 0.15% | 51 |
|
|
2018
Q2 | $394K | Hold |
2,517
| – | – | 0.15% | 51 |
|
|
2018
Q1 | $394K | Hold |
2,517
| – | – | 0.16% | 50 |
|
|
2017
Q4 | $433K | Buy |
2,517
+400
| +19% | +$68.8K | 0.17% | 53 |
|
|
2017
Q3 | $332K | Buy |
2,117
+200
| +10% | +$31.4K | 0.14% | 58 |
|
|
2017
Q2 | $294K | Hold |
1,917
| – | – | 0.13% | 58 |
|
|
2017
Q1 | $249K | Hold |
1,917
| – | – | 0.12% | 60 |
|
|
2016
Q4 | $233K | Hold |
1,917
| – | – | 0.11% | 60 |
|
|
2016
Q3 | $221K | Hold |
1,917
| – | – | 0.11% | 60 |
|
|
2016
Q2 | $231K | Sell |
1,917
-27
| -1% | -$3.25K | 0.12% | 60 |
|
|
2016
Q1 | $244K | Sell |
1,944
-125
| -6% | -$15.7K | 0.12% | 59 |
|
|
2015
Q4 | $245K | Sell |
2,069
-479
| -19% | -$56.7K | 0.13% | 60 |
|
|
2015
Q3 | $251K | Hold |
2,548
| – | – | 0.14% | 59 |
|
|
2015
Q2 | $242K | Hold |
2,548
| – | – | 0.13% | 57 |
|
|
2015
Q1 | $248K | Sell |
2,548
-400
| -14% | -$38.9K | 0.13% | 58 |
|
|
2014
Q4 | $276K | Hold |
2,948
| – | – | 0.14% | 51 |
|
|
2014
Q3 | $280K | Hold |
2,948
| – | – | 0.16% | 54 |
|
|
2014
Q2 | $297K | Buy |
2,948
+475
| +19% | +$47.9K | 0.17% | 53 |
|
|
2014
Q1 | $242K | Buy |
2,473
+107
| +5% | +$10.5K | 0.15% | 56 |
|
|
2013
Q4 | $230K | Buy |
+2,366
| New | +$230K | 0.15% | 56 |
|