Schaper Benz & Wise Investment Counsel’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 | $654K | Hold |
2,237
| – | – | 0.05% | 109 |
|
|
2025
Q1 | $699K | Hold |
2,237
| – | – | 0.06% | 106 |
|
|
2024
Q4 | $648K | Hold |
2,237
| – | – | 0.05% | 106 |
|
|
2024
Q3 | $681K | Hold |
2,237
| – | – | 0.05% | 107 |
|
|
2024
Q2 | $570K | Sell |
2,237
-4,500
| -67% | -$1.15M | 0.05% | 102 |
|
|
2024
Q1 | $1.9M | Buy |
6,737
+5,000
| +288% | +$1.41M | 0.16% | 86 |
|
|
2023
Q4 | $515K | Hold |
1,737
| – | – | 0.05% | 102 |
|
|
2023
Q3 | $458K | Hold |
1,737
| – | – | 0.05% | 104 |
|
|
2023
Q2 | $518K | Hold |
1,737
| – | – | 0.05% | 102 |
|
|
2023
Q1 | $486K | Hold |
1,737
| – | – | 0.05% | 104 |
|
|
2022
Q4 | $458K | Hold |
1,737
| – | – | 0.05% | 103 |
|
|
2022
Q3 | $401K | Hold |
1,737
| – | – | 0.05% | 108 |
|
|
2022
Q2 | $429K | Buy |
1,737
+191
| +12% | +$47.2K | 0.04% | 113 |
|
|
2022
Q1 | $382K | Hold |
1,546
| – | – | 0.03% | 117 |
|
|
2021
Q4 | $414K | Hold |
1,546
| – | – | 0.03% | 117 |
|
|
2021
Q3 | $373K | Buy |
1,546
+601
| +64% | +$145K | 0.03% | 105 |
|
|
2021
Q2 | $218K | Hold |
945
| – | – | 0.02% | 122 |
|
|
2021
Q1 | $212K | Hold |
945
| – | – | 0.02% | 120 |
|
|
2020
Q4 | $203K | Hold |
945
| – | – | 0.02% | 121 |
|
|
2020
Q3 | $207K | Buy |
+945
| New | +$207K | 0.02% | 109 |
|
|
2020
Q1 | – | Sell |
-1,145
| Closed | -$226K | – | 111 |
|
|
2019
Q4 | $226K | Hold |
1,145
| – | – | 0.03% | 105 |
|
|
2019
Q3 | $246K | Buy |
+1,145
| New | +$246K | 0.03% | 100 |
|