Linscomb Wealth’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 | $11.8M | Buy |
40,266
+292
| +0.7% | +$85.3K | 0.54% | 37 |
|
|
2025
Q1 | $12.5M | Sell |
39,974
-110
| -0.3% | -$34.4K | 0.62% | 26 |
|
|
2024
Q4 | $11.6M | Buy |
40,084
+544
| +1% | +$158K | 0.58% | 29 |
|
|
2024
Q3 | $12M | Sell |
39,540
-1,414
| -3% | -$431K | 0.6% | 29 |
|
|
2024
Q2 | $10.4M | Buy |
40,954
+547
| +1% | +$139K | 0.54% | 36 |
|
|
2024
Q1 | $11.4M | Sell |
40,407
-814
| -2% | -$230K | 0.59% | 30 |
|
|
2023
Q4 | $12.2M | Sell |
41,221
-359
| -0.9% | -$106K | 0.67% | 22 |
|
|
2023
Q3 | $11M | Sell |
41,580
-3,168
| -7% | -$835K | 0.64% | 25 |
|
|
2023
Q2 | $13.4M | Sell |
44,748
-2,674
| -6% | -$798K | 0.72% | 17 |
|
|
2023
Q1 | $13.3M | Sell |
47,422
-42
| -0.1% | -$11.7K | 0.7% | 18 |
|
|
2022
Q4 | $12.5M | Buy |
47,464
+346
| +0.7% | +$91.2K | 0.64% | 26 |
|
|
2022
Q3 | $10.9M | Buy |
47,118
+202
| +0.4% | +$46.6K | 0.66% | 23 |
|
|
2022
Q2 | $11.6M | Buy |
46,916
+1,200
| +3% | +$296K | 0.66% | 27 |
|
|
2022
Q1 | $11.3M | Buy |
45,716
+618
| +1% | +$153K | 0.54% | 42 |
|
|
2021
Q4 | $12.1M | Buy |
45,098
+588
| +1% | +$158K | 0.58% | 41 |
|
|
2021
Q3 | $10.7M | Sell |
44,510
-296
| -0.7% | -$71.4K | 0.55% | 37 |
|
|
2021
Q2 | $10.4M | Buy |
44,806
+1,386
| +3% | +$320K | 0.53% | 41 |
|
|
2021
Q1 | $9.73M | Buy |
43,420
+977
| +2% | +$219K | 0.53% | 44 |
|
|
2020
Q4 | $9.11M | Buy |
42,443
+449
| +1% | +$96.3K | 0.54% | 39 |
|
|
2020
Q3 | $9.22M | Buy |
41,994
+117
| +0.3% | +$25.7K | 0.63% | 27 |
|
|
2020
Q2 | $7.73M | Buy |
41,877
+4,224
| +11% | +$779K | 0.57% | 39 |
|
|
2020
Q1 | $6.23M | Buy |
37,653
+1,277
| +4% | +$211K | 0.55% | 30 |
|
|
2019
Q4 | $7.19M | Buy |
36,376
+768
| +2% | +$152K | 0.47% | 30 |
|
|
2019
Q3 | $7.65M | Buy |
35,608
+529
| +2% | +$114K | 0.61% | 24 |
|
|
2019
Q2 | $7.28M | Buy |
35,079
+113
| +0.3% | +$23.5K | 0.6% | 25 |
|
|
2019
Q1 | $6.64M | Sell |
34,966
-644
| -2% | -$122K | 0.56% | 28 |
|
|
2018
Q4 | $6.32M | Buy |
35,610
+421
| +1% | +$74.8K | 0.6% | 25 |
|
|
2018
Q3 | $5.89M | Sell |
35,189
-553
| -2% | -$92.5K | 0.48% | 33 |
|
|
2018
Q2 | $5.6M | Sell |
35,742
-1,405
| -4% | -$220K | 0.48% | 28 |
|
|
2018
Q1 | $5.81M | Sell |
37,147
-345
| -0.9% | -$54K | 0.49% | 28 |
|
|
2017
Q4 | $6.45M | Buy |
37,492
+790
| +2% | +$136K | 0.53% | 26 |
|
|
2017
Q3 | $5.75M | Buy |
36,702
+455
| +1% | +$71.3K | 0.49% | 27 |
|
|
2017
Q2 | $5.55M | Sell |
36,247
-767
| -2% | -$117K | 0.5% | 25 |
|
|
2017
Q1 | $4.8M | Buy |
37,014
+2,253
| +6% | +$292K | 0.43% | 30 |
|
|
2016
Q4 | $4.23M | Buy |
34,761
+736
| +2% | +$89.6K | 0.39% | 35 |
|
|
2016
Q3 | $3.93M | Buy |
34,025
+2,445
| +8% | +$282K | 0.38% | 38 |
|
|
2016
Q2 | $3.8M | Sell |
31,580
-2,986
| -9% | -$359K | 0.38% | 34 |
|
|
2016
Q1 | $4.34M | Sell |
34,566
-87
| -0.3% | -$10.9K | 0.47% | 29 |
|
|
2015
Q4 | $4.09M | Buy |
34,653
+1,768
| +5% | +$209K | 0.46% | 27 |
|
|
2015
Q3 | $3.24M | Sell |
32,885
-2,802
| -8% | -$276K | 0.38% | 38 |
|
|
2015
Q2 | $3.39M | Buy |
35,687
+312
| +0.9% | +$29.7K | 0.37% | 40 |
|
|
2015
Q1 | $3.45M | Buy |
35,375
+1,384
| +4% | +$135K | 0.37% | 38 |
|
|
2014
Q4 | $3.19M | Buy |
33,991
+1,166
| +4% | +$109K | 0.35% | 46 |
|
|
2014
Q3 | $3.11M | Sell |
32,825
-748
| -2% | -$70.9K | 0.34% | 42 |
|
|
2014
Q2 | $3.38M | Buy |
33,573
+1,460
| +5% | +$147K | 0.36% | 40 |
|
|
2014
Q1 | $3.15M | Buy |
32,113
+3,121
| +11% | +$306K | 0.35% | 41 |
|
|
2013
Q4 | $2.81M | Buy |
28,992
+772
| +3% | +$74.9K | 0.35% | 43 |
|
|
2013
Q3 | $2.72M | Buy |
28,220
+5,517
| +24% | +$531K | 0.36% | 42 |
|
|
2013
Q2 | $2.25M | Buy |
+22,703
| New | +$2.25M | 0.31% | 46 |
|