Kesler Norman & Wride’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 | $810K | Sell |
2,770
-46
| -2% | -$13.4K | 0.14% | 154 |
|
|
2025
Q1 | $880K | Sell |
2,816
-303
| -10% | -$94.7K | 0.17% | 126 |
|
|
2024
Q4 | $904K | Sell |
3,119
-924
| -23% | -$268K | 0.2% | 106 |
|
|
2024
Q3 | $1.23M | Sell |
4,043
-2,232
| -36% | -$680K | 0.24% | 91 |
|
|
2024
Q2 | $1.6M | Sell |
6,275
-588
| -9% | -$150K | 0.34% | 77 |
|
|
2024
Q1 | $1.94M | Sell |
6,863
-245
| -3% | -$69.1K | 0.41% | 77 |
|
|
2023
Q4 | $2.11M | Sell |
7,108
-26
| -0.4% | -$7.71K | 0.48% | 63 |
|
|
2023
Q3 | $1.88M | Sell |
7,134
-527
| -7% | -$139K | 0.47% | 64 |
|
|
2023
Q2 | $2.29M | Buy |
7,661
+29
| +0.4% | +$8.66K | 0.55% | 53 |
|
|
2023
Q1 | $2.13M | Buy |
7,632
+353
| +5% | +$98.7K | 0.54% | 55 |
|
|
2022
Q4 | $1.92M | Buy |
7,279
+2,501
| +52% | +$659K | 0.49% | 61 |
|
|
2022
Q3 | $1.1M | Sell |
4,778
-18
| -0.4% | -$4.15K | 0.31% | 83 |
|
|
2022
Q2 | $1.18M | Buy |
4,796
+88
| +2% | +$21.7K | 0.33% | 77 |
|
|
2022
Q1 | $1.16M | Sell |
4,708
-47
| -1% | -$11.6K | 0.26% | 82 |
|
|
2021
Q4 | $1.28M | Buy |
4,755
+80
| +2% | +$21.5K | 0.27% | 84 |
|
|
2021
Q3 | $1.13M | Buy |
4,675
+76
| +2% | +$18.3K | 0.27% | 92 |
|
|
2021
Q2 | $1.12M | Sell |
4,599
-14
| -0.3% | -$3.4K | 0.26% | 98 |
|
|
2021
Q1 | $1.03M | Buy |
4,613
+114
| +3% | +$25.6K | 0.26% | 96 |
|
|
2020
Q4 | $965K | Buy |
+4,499
| New | +$965K | 0.27% | 94 |
|