Wambolt & Associates’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 | $2.7M | Sell |
9,070
-563
| -6% | -$167K | 0.91% | 34 |
|
|
2025
Q1 | $3.02M | Sell |
9,633
-299
| -3% | -$93.8K | 1.03% | 29 |
|
|
2024
Q4 | $2.88M | Sell |
9,932
-1,516
| -13% | -$440K | 0.92% | 30 |
|
|
2024
Q3 | $3.47M | Buy |
11,448
+678
| +6% | +$205K | 0.95% | 33 |
|
|
2024
Q2 | $2.69M | Buy |
10,770
+581
| +6% | +$145K | 0.78% | 38 |
|
|
2024
Q1 | $2.86M | Sell |
10,189
-355
| -3% | -$99.5K | 0.85% | 32 |
|
|
2023
Q4 | $3.13M | Buy |
10,544
+622
| +6% | +$184K | 1.02% | 22 |
|
|
2023
Q3 | $2.56M | Buy |
9,922
+213
| +2% | +$54.9K | 0.93% | 24 |
|
|
2023
Q2 | $2.9M | Buy |
9,709
+241
| +3% | +$71.9K | 1.03% | 17 |
|
|
2023
Q1 | $2.67M | Buy |
9,468
+380
| +4% | +$107K | 0.95% | 21 |
|
|
2022
Q4 | $2.4M | Buy |
9,088
+284
| +3% | +$74.8K | 0.92% | 26 |
|
|
2022
Q3 | $2.03M | Buy |
8,804
+10
| +0.1% | +$2.31K | 0.86% | 29 |
|
|
2022
Q2 | $2.17M | Buy |
8,794
+333
| +4% | +$82.2K | 0.87% | 24 |
|
|
2022
Q1 | $2.11M | Buy |
8,461
+177
| +2% | +$44.1K | 0.77% | 33 |
|
|
2021
Q4 | $2.22M | Buy |
8,284
+794
| +11% | +$213K | 0.8% | 32 |
|
|
2021
Q3 | $1.82M | Buy |
7,490
+1,220
| +19% | +$296K | 0.73% | 41 |
|
|
2021
Q2 | $1.46M | Buy |
6,270
+438
| +8% | +$102K | 0.62% | 47 |
|
|
2021
Q1 | $1.31M | Buy |
5,832
+223
| +4% | +$50.2K | 0.68% | 50 |
|
|
2020
Q4 | $1.2M | Buy |
5,609
+675
| +14% | +$145K | 0.72% | 41 |
|
|
2020
Q3 | $1.08M | Sell |
4,934
-165
| -3% | -$36.2K | 0.81% | 33 |
|
|
2020
Q2 | $941K | Buy |
5,099
+324
| +7% | +$59.8K | 0.74% | 39 |
|
|
2020
Q1 | $790K | Sell |
4,775
-76
| -2% | -$12.6K | 0.82% | 37 |
|
|
2019
Q4 | $959K | Buy |
4,851
+238
| +5% | +$47.1K | 0.73% | 42 |
|
|
2019
Q3 | $990K | Buy |
4,613
+219
| +5% | +$47K | 0.82% | 34 |
|
|
2019
Q2 | $913K | Buy |
4,394
+642
| +17% | +$133K | 0.77% | 36 |
|
|
2019
Q1 | $713K | Buy |
3,752
+939
| +33% | +$178K | 0.65% | 45 |
|
|
2018
Q4 | $500K | Buy |
+2,813
| New | +$500K | 0.55% | 52 |
|