JWBC
J.W. Burns & Co’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
45,035
-308
| -0.7% | -$90K | 1.6% | 17 |
|
|
2025
Q1 | $14.2M | Sell |
45,343
-77
| -0.2% | -$24.1K | 1.84% | 14 |
|
|
2024
Q4 | $13.2M | Sell |
45,420
-863
| -2% | -$250K | 1.68% | 15 |
|
|
2024
Q3 | $14.1M | Sell |
46,283
-860
| -2% | -$262K | 1.83% | 12 |
|
|
2024
Q2 | $12M | Buy |
47,143
+211
| +0.4% | +$53.8K | 1.62% | 14 |
|
|
2024
Q1 | $13.2M | Sell |
46,932
-1,062
| -2% | -$299K | 1.84% | 12 |
|
|
2023
Q4 | $14.2M | Sell |
47,994
-325
| -0.7% | -$96.4K | 2.11% | 9 |
|
|
2023
Q3 | $12.7M | Sell |
48,319
-576
| -1% | -$152K | 2.06% | 10 |
|
|
2023
Q2 | $14.6M | Sell |
48,895
-360
| -0.7% | -$107K | 2.34% | 9 |
|
|
2023
Q1 | $13.8M | Buy |
49,255
+537
| +1% | +$150K | 2.34% | 7 |
|
|
2022
Q4 | $12.8M | Buy |
48,718
+305
| +0.6% | +$80.4K | 2.34% | 7 |
|
|
2022
Q3 | $11.2M | Sell |
48,413
-15
| -0% | -$3.46K | 2.19% | 9 |
|
|
2022
Q2 | $12M | Buy |
48,428
+443
| +0.9% | +$109K | 2.26% | 9 |
|
|
2022
Q1 | $11.9M | Sell |
47,985
-1,662
| -3% | -$411K | 1.89% | 10 |
|
|
2021
Q4 | $13.3M | Sell |
49,647
-710
| -1% | -$190K | 1.93% | 9 |
|
|
2021
Q3 | $12.1M | Buy |
50,357
+322
| +0.6% | +$77.6K | 1.9% | 12 |
|
|
2021
Q2 | $11.6M | Sell |
50,035
-431
| -0.9% | -$99.6K | 1.82% | 12 |
|
|
2021
Q1 | $11.3M | Buy |
50,466
+597
| +1% | +$134K | 1.91% | 11 |
|
|
2020
Q4 | $10.7M | Buy |
49,869
+823
| +2% | +$177K | 1.9% | 11 |
|
|
2020
Q3 | $10.8M | Buy |
49,046
+960
| +2% | +$211K | 2.16% | 7 |
|
|
2020
Q2 | $8.87M | Buy |
48,086
+2,071
| +5% | +$382K | 1.96% | 8 |
|
|
2020
Q1 | $7.61M | Buy |
46,015
+3,405
| +8% | +$563K | 2.05% | 10 |
|
|
2019
Q4 | $8.42M | Buy |
42,610
+1,469
| +4% | +$290K | 1.79% | 12 |
|
|
2019
Q3 | $8.83M | Sell |
41,141
-365
| -0.9% | -$78.4K | 2.03% | 8 |
|
|
2019
Q2 | $8.62M | Sell |
41,506
-162
| -0.4% | -$33.6K | 1.99% | 8 |
|
|
2019
Q1 | $7.91M | Buy |
41,668
+499
| +1% | +$94.8K | 1.93% | 11 |
|
|
2018
Q4 | $7.31M | Buy |
41,169
+510
| +1% | +$90.6K | 2.05% | 8 |
|
|
2018
Q3 | $6.8M | Buy |
40,659
+601
| +2% | +$101K | 1.6% | 16 |
|
|
2018
Q2 | $6.28M | Sell |
40,058
-279
| -0.7% | -$43.7K | 1.59% | 16 |
|
|
2018
Q1 | $6.31M | Sell |
40,337
-257
| -0.6% | -$40.2K | 1.62% | 15 |
|
|
2017
Q4 | $6.99M | Sell |
40,594
-685
| -2% | -$118K | 1.77% | 13 |
|
|
2017
Q3 | $6.47M | Sell |
41,279
-862
| -2% | -$135K | 1.73% | 14 |
|
|
2017
Q2 | $6.45M | Sell |
42,141
-268
| -0.6% | -$41K | 1.74% | 12 |
|
|
2017
Q1 | $5.5M | Sell |
42,409
-1,341
| -3% | -$174K | 1.51% | 19 |
|
|
2016
Q4 | $5.33M | Sell |
43,750
-103
| -0.2% | -$12.5K | 1.56% | 17 |
|
|
2016
Q3 | $5.06M | Buy |
43,853
+1,168
| +3% | +$135K | 1.56% | 17 |
|
|
2016
Q2 | $5.14M | Buy |
42,685
+258
| +0.6% | +$31K | 1.56% | 17 |
|
|
2016
Q1 | $5.33M | Sell |
42,427
-213
| -0.5% | -$26.8K | 1.69% | 14 |
|
|
2015
Q4 | $5.04M | Sell |
42,640
-1,488
| -3% | -$176K | 1.6% | 16 |
|
|
2015
Q3 | $4.35M | Sell |
44,128
-553
| -1% | -$54.5K | 1.49% | 17 |
|
|
2015
Q2 | $4.25M | Sell |
44,681
-2,455
| -5% | -$233K | 1.39% | 19 |
|
|
2015
Q1 | $4.59M | Sell |
47,136
-1,614
| -3% | -$157K | 1.51% | 18 |
|
|
2014
Q4 | $4.57M | Sell |
48,750
-1,374
| -3% | -$129K | 1.5% | 17 |
|
|
2014
Q3 | $4.75M | Sell |
50,124
-1,630
| -3% | -$155K | 1.6% | 17 |
|
|
2014
Q2 | $5.21M | Sell |
51,754
-7,157
| -12% | -$721K | 1.73% | 15 |
|
|
2014
Q1 | $5.78M | Buy |
58,911
+1,464
| +3% | +$144K | 2.05% | 12 |
|
|
2013
Q4 | $5.57M | Sell |
57,447
-6
| -0% | -$582 | 1.94% | 12 |
|
|
2013
Q3 | $5.53M | Buy |
57,453
+721
| +1% | +$69.4K | 2.12% | 12 |
|
|
2013
Q2 | $5.62M | Buy |
+56,732
| New | +$5.62M | 2.3% | 12 |
|